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13 Sep 2023 - Quay podcast: How high rates are impacting REITs

By: Quay Global Investors

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.

IP: Thinking about the cycle

Timestamps:
  • 0:46 - The impact of high rates on REITs
  • 4:01 - Quay's view on bank values and the risks across sectors
  • 7:33 - The mismatch between supply and demand in the real estate market
  • 8:51 - The opportunities for REITs in the USA, UK and Europe
  • 11:11 - ... and how Quay is capitalising on these opportunities
  • 11:58 - The team'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


The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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