Quay podcast: How high rates are impacting REITs

Quay Global Investors

 September 2023

Quay's Co-Principal and Portfolio Manager, Justin Blaess, speaks with Bennelong Account Director, Jodie Saw, about the impact of high rates on REITs (less of an issue than most expect), the mismatch between supply and demand (the main drivers of return), the opportunities emerging globally, and Quay's long-term earnings outlook.

Funds operated by this manager:

Quay Global Real Estate Fund (AUD Hedged), Quay Global Real Estate Fund (Unhedged)

For more insights from Quay Global Investors, visit quaygi.com

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