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8 January 2025
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Global REITs have been out of favour for some time. While office remains a concern, the rest of the sector is in good shape and offers compelling value, with many REITs trading below underlying asset replacement costs.
Everyone seems to have an opinion on house prices and not all of it is based on fact. Here is an analysis of the current supply and demand factors influencing residential property and the stocks poised to outperform.
Trillions need to be spent upgrading grids, transmission distribution and charging infrastructure. Electric utilities are a low-risk way to play this multi-decade growth theme to energy transition.
Work-from-home and higher interest rates have whacked the office property sector, both here and abroad. Yet Australia is well-placed to adapt given its resilient demand drivers, quality of stock and sensible gearing levels.
Many Australian listed property trusts (A-REITs) have sold off due to higher interest rates and WFH, but in the sectors of retail, office and industrial, where do recent movements in stock prices now represent value?
There is much written about office, industrial, and retail property, but specialised REITs are starting to get more attention from investors. Here's a look at one, potentially lucrative, niche property segment: pubs.
More than 20% of Australians believe they won’t achieve their desired retirement standard of living. Three risks facing those who are nearing, or in, retirement are outlined here - and several ways to mitigate these risks.
A-REITs have been hit hard by this year’s sell off, underperforming the market by over 18%. The RBA prioritisation of growth over inflation could provide the catalyst for a turnaround in performance in 2023.
The market often does not fully recognise the value of franking credits held in some companies, and investors should know the after-tax returns achieved on their investments for more accurate view of returns.
In theory, unlisted infrastructure should be priced at discounts to listed assets due to their illiquidity. In fact, the opposite has been the case, but both types are positioned to withstand the inflation threat.
Blink and it happened. If announcements in this sector were made by a producer of iron ore, gas, copper or some new tech, the news would have been splashed across the front pages. Have we witnessed a major change?
Residential property attracts little interest from institutional investors and the listed market. Here are three reasons why retail investors have an advantage over well-resourced institutional investors.
Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.
ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.
Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.
Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.
2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.
What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2024? It's time to select the winner.