Why global REITs may be the most overlooked opportunity with Chris Bedingfield
Manage episode 519790128 series 3682686
In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:
– Why real estate is an inefficient market
– How replacement cost drives long-term property value
– Why global REITs offer diversification Australian REITs can’t
– Where today’s best opportunities lie across global property sectors
If you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Why most investors use the wrong metrics to value real estate
– Global vs Australian REITs — major structural differences
– How Quay identifies companies trading below replacement cost
– Today’s biggest opportunities across housing, storage, senior living and more
– Final thoughts on cycles, risk, leverage and staying patient
Resources for this episode
Ask a question (select the Investors podcast)
Visit TermPlus to learn more
Rask Resources
Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest
DISCLAIMER:
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):
Learn more about your ad choices. Visit megaphone.fm/adchoices
76 episodes