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Hear from our specialists on a wide range of key economic influences, market challenges and the potential impacts on your investment decisions.

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REITs revisited in 2020 – the listed real estate alternative
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REITs revisited in 2020 – the listed real estate alternative

Real Estate Investment Trusts (REITs) are liquid equities which are listed on stock exchanges with underlying investments in real estate assets across most property types including apartment buildings, office buildings, mobile towers, data centres, hotels, medical facilities, retail centres, self-storage and industrial / logistics facilities.

6 Minute Read
The outlook for property: Implications of COVID-19
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The outlook for property: Implications of COVID-19

JANA’s Property Research Team asks:

Has COVID-19 fundamentally changed the outlook and attributes of the major property sectors – what are the medium-term value implications?”

US Property Research Trip – substantiating the comment “Manhattan only has 3 days of food and beverage supplies”
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US Property Research Trip – substantiating the comment “Manhattan only has 3 days of food and beverage supplies”

During a recent property research trip to the USA, a New York based manager made the comment that “Manhattan only has 3 days of food and beverage supplies”. This remark caught JANA’s attention, so we sought to verify the claim. The comment was made to support the increasing need for distribution networks, particularly the “last mile” logistics close to cities with high population bases. 

5 Minute Read
Retail Property Sector – Under Pressure
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Retail Property Sector – Under Pressure

Retail sector experiencing toughest environment since the GFC – challenges from subdued consumer spending, driven by low wage growth, coupled with an increase in online retail.

5 Minute Read