Ever since passive investing vehicles started to gain traction with their share of the US domestic equity fund market overtaking active funds in or around August 2018 – some fund managers and analysts have suggested that active funds are about to come into their own again ..read more

Over the last 20 years, the REIT industry has expanded to include property types reflecting the evolution and digitalisation of the US economy ..read more

Laurel Durkay, Morgan Stanley head of global listed real assets, joins ‘The Exchange’ to discuss the effects rates are causing on the real estate industry, REITs that cover alternative sectors and more ..read more

In the realm of real estate investment, the pursuit of consistent and growing income streams is a fundamental objective for many investors. REITs emerged as a popular avenue for investors seeking reliable dividends, and the strategy of chasing dividend yield has gained significant traction. The appeal particularly lies in the promise of high and regular payouts, surpassing those offered by more traditional investments. However, it is essential to tread cautiously, as the pursuit of dividend yield in REITs carries its own set of risks and challenges and proves to be a poor indicator of overall ..read more

“In my 53 years in the investment world, I’ve seen several economic cycles, pendulum swings, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.” - Howard Marks, 2022 ..read more

Investing in global listed real estate offers a myriad of opportunities for those who dive below the surface. This article will discuss a few key insights that might be flying under the radar for many investors, shedding light on the factors that make this sector the likely underdog. Before delving into the specific insights that reveal certain opportunities within the Global Listed Real Estate space, it's important to establish context by comparing the local and global real estate landscapes ..read more

Investing in global listed real estate offers a myriad of opportunities for those who dive below the surface. This article will discuss a few key insights that might be flying under the radar for many investors, shedding light on the factors that make this sector the likely underdog. Before delving into the specific insights that reveal certain opportunities within the Global Listed Real Estate space, it's important to establish context by comparing the local and global real estate landscapes ..read more

Take a listen to David Auerbach talking to Bloomberg's Matt Miller, Katie Greifeld and Eric Balchunas about the Private Real Estate Strategy via Liquid ETFs (Nasdaq: PRVT ..read more

Adding professional management to real estate, as is the case with real estate investment trusts (REITs), keeps the river lush, flowing, and growing.  But REITs have hit a dry spell since the start of 2022, which suggests they may have come to be misunderstood by the market gods ..read more

Looking for a hedge against the rapid implosion of South African earnings? Then it may be time to take a fresh look at the JSE’s growing pool of exchange traded funds (ETFs) that invest in offshore real estate markets.    ..read more