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Julia Forrest: What’s driving renewed optimism for REITs
After a tough start to the year, REITs are starting to look a lot more interesting. Pendal portfolio manager JULIA FORREST discusses the key contributors to this trend
IT’S been a tough year for property, pushing valuations lower. But that creates new opportunities for investors, says Pendal portfolio manager, Julia Forrest.
“Around May this year, the property sector got to the point where it was cheap, trading around 13 times earnings”, Forrest explains. “It was absolutely compelling value, compared to the rest of the market.
“We started to see physical transactions at or above book value and we saw some REITs upgrading their earnings. Even though the sector was depressed, the earnings outlook was quite robust.”
Watch the full video to learn more
Find out about
Pendal Property Securities Fund
Julia Forrest, Portfolio Manager
About Julia Forrest and Pendal Property Securities Fund
Julia Forrest is a portfolio manager with Pendal’s Australian Equities team. Julia has managed Pendal’s property trust portfolios for more than a decade and has 25 years of experience in equities research and advisory, initial public offerings and capital raisings.
Pendal Property Securities Fund invests mainly in Australian listed property securities including listed property trusts, developers and infrastructure investments.
About Pendal Group
Pendal is an Australian investment management business focused on delivering superior investment returns for our clients through active management.
This video has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426.
It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.
The product disclosure statement (PDS) for the Pendal Property Securities Fund (Fund), issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com.
References to securities in this video are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by the Fund. Past performance is not indicative of future performance.
To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal.