Real Estate Reflections - From One Cycle to the Next
While the property sector continues to trade at compressed spreads to long-bond yields, it is trading on wider yields than some defensive peers and...
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Real Estate Reflections - Fast Track to Reporting Season
Our preferred LPVs are hospital landlord Vital Healthcare (VHP) and premium office owner PCT. We are also OUTPERFORM rated on Asset Plus (APL)...
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Real Estate Reflections - Snakes and Ladders
Following a historically strong two months in July and August, the NZ listed property vehicles (LPVs) gave back some of their gains in September.
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Real Estate Reflections - When Doves Fly
The NZ listed property market had a strong month in July, on the back of a more dovish stance from the RBNZ. This comes after a torrid first six...
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Real Estate Reflections -Another Tough Month
The listed property sector continues to struggle. Sticky inflation is pushing out expectations for interest rate relief and the softer economic...
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