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Investor Update

June 2021

GPT Group (ASX: GPT)’s 50th listing anniversary on ASX this year is an important milestone for the Australian Real Estate Investment Trust (A-REIT) sector.

GPT’s listing in 1971 paved the way for other property trusts and an A-REIT sector now worth $146 billion [1]. GPT’s listing anniversary is, in effect, the 50th anniversary of the A-REIT market on ASX.

Together, the 49 A-REITs currently listed on ASX [2] have made Australia one of the world’s top REIT markets. They’ve enabled investors to own part of office towers, shopping centres and industrial warehouses. A-REITs have also been a source of yield for income investors over decades.

As the A-REIT sector evolves, opportunities are emerging in storage facilities, childcare centres, hotels, farms, petrol stations, medical offices, retail supercentres, build-to-rent homes, retirement villages and cold stores. These are known as “niche” A-REITs.

This edition of ASX Investor Update considers the outlook for A-REITs, investing in A-REITs for income, niche A-REITs, investing in property via the sharemarket, property Exchange Traded Funds, and Listed Investment Companies that provide exposure to commercial real estate lending.

We hope you find this issue of ASX Investor Update informative.

Tony Featherstone. Consulting Editor, ASX Investor Update

[1]ASX Investment Products Report. “Investment Product Summary: A-REITs,” April 2021
[2] Ibid

Six trends to drive A-REIT opportunities

Pete Morrissey, APN Property Group

Recovery from the effects of COVID-19 provides a long-term investment option in real estate sector.

Improving outlook for property yield

Patrick Barrett, Charter Hall

Despite the rapidly changing environment due to COVID-19, income levels for most A-REITs remained steady.

Investing in property through the sharemarket

Vera Lin, Ord Minnett and Felicity Thomas, Shaw and Partners

The pros and cons of listed property versus investing in property directly and how prospective home buyers can build their deposit up faster through the sharemarket.

Behind the rise of niche A-REITs

Grant Berry, SG Hiscock & Company

A new breed of specialist Australian Real Estate Investment Trusts are an option to go beyond traditional property sectors.

Getting started in property investing through ETFs

Raf Choudhury, State Street Global Advisors and Robin Bowerman, Vanguard

How Exchange Traded Funds can provide exposure to international and Australian property and be used for diversified exposure to the property sector.

Investing in property debt for income

Andrew Schwarz, Qualitas Group and Andrew Lockhart, Metrics Credit Partners

Using a Listed Investment Trust (LIT) for exposure to commercial real estate lending and how property debt is an option for income investors.

Changing face of Australian share ownership

Tony Featherstone, Freelance finance writer

In the second story of a series that commemorates the Australian Securities Exchange’s 150th anniversary in 2021, ASX presents a modern history of retail share investing on ASX.

On the Board - May 2021

The journey from pre-IPO to ASX listing

Rajeev Gupta, Alium capital

The reality is an ASX IPO suits all sorts and stages of a company’s evolution. The key is the motivation to undertake an IPO. Rajeev Gupta looks at the journey from pre-IPO to being an ASX public company.

Get to know one of our recent ASX listings - Booktopia Group Limited

James Posnett, ASX

Booktopia Group Limited (ASX: BKG) listed on the ASX on 4 December 2020, with a $316 million market capitalization on IPO. Tony Nash, CEO sits down with James Posnett, ASX, to share some of his observations and tips of going public on ASX.

TAHITO indigenous ethical investing: bringing Māori wisdom to the financial markets

Temuera Hall, Tahito

TAHITO is a unique way of measuring companies using Māori ancestral knowledge combined with sophisticated ESG data capture technology and strong financial analysis. To date, the Fund has outperformed its benchmark.

Navigating ASX escrow (or lock-up) for beginners: the basics

Belinda Chiu, ASX

Restrictions placed on a company’s shares on day one of trading can be a daunting thought for any founder or budding IPO prospect, but it doesn’t have to be an unnerving exercise once you wrap your head around a few key concepts. Belinda provides a beginner’s guide for companies navigating ASX escrow.

Listed@ASX - Winter 2021

Bigger is better for Wesfarmers

Alan Deans

This successful industrial company finds its strength in diversification.

Diversity and inclusion lessons from the tech sector

Alexandra Cain

This roundtable explores the steps that can be taken to encourage more diversity and inclusion among senior leadership teams.

Steady as she goes at Redcape

Domini Stuart

The hospitality group took decisive action at the start of the pandemic to protect its businesses, a move that is paying dividends.

Having a say on climate change

Alan Deans

Say on Climate started in the UK but is rapidly becoming a global movement. In Australia ACCR is the sponsoring organisation.

A beautiful life

James Dunn

This online cosmetics retailer perfectly timed its IPO.

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ASX Australian Investor Study 2020

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ASXBlog

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