White papers

2018

Aug 2018  Sun finally rising in Japan
Aug 2018  An interview with Howard Brenchley, founding director of APN Funds Management
Aug 2018  Retail property Armageddon: Fear versus reality
Jul 2018  Global trade war: the background, the theory, winners and losers
Jul 2018  Can’t Trump this: How commercial property fares in a China/US trade war
Jul 2018  Why sheds and beds are hot property
Jun 2018  AREITs – The World Game
Jun 2018  APN’s Asian REIT Fund upgraded to 4 stars
Jun 2018  Why APN Property Group will vote against the IOF sale and you should too
Jun 2018  How a shrinking Myer is good news for AREIT investors
May 2018  The top 6 questions financial advisers are asking us right now
May 2018  Conventional wisdom is wrong. Rate rises are good for property trusts
May 2018  Size matters – Sydney’s office market shrinks while Melbourne booms
Apr 2018  Are you getting a fair price for your Westfield shares
Apr 2018  Westfield shareholders have little to fear and much to gain
Apr 2018  Why electric vehicles won’t kill your local servo
Apr 2018  Westfield/Unibail merger: What happens next
Apr 2018  The one place where retail sales growth is booming
Apr 2018  Asian REIT Fund flying high
Apr 2018  Asian REIT Fund: Performance up, fees down
Mar 2018  Three themes and 10 takeaways from AREIT reporting season
Mar 2018  This is what the new face of retailing looks like
Mar 2018  Stocks are up, AREITs not so much. Why?
Mar 2018  Bigger boxes, higher yields
Feb 2018  How sweet home bias can turn sour
Feb 2018  Four reasons why Unibail may be a better investment than Westfield
Jan 2018  When a duck is not a duck
Jan 2018  Three books for a more enjoyable, prosperous 2018

2017

Dec 2017  Lessons from the crash: property trusts 10 years on
Dec 2017  Why the new ethical investing is blossoming
Dec 2017  What the Westfield sale means for property trust investors
Nov 2017  Keppel DC REIT: When the data adds up the income flows
Nov 2017  Data centres: Property trusts’next big thing
Oct 2017  Shopping smart: Index investors push Scentre into bargain bin
Oct 2017  Forecast and reality: How property trusts perform
Oct 2017  What’s behind the rise in house prices (and what to do about it)
Sep 2017  Reporting season wrap: Challenging environment, impressive results
Sep 2017  Are you breaking investing’s golden rule?
Aug 2017  Trump making China great again
Aug 2017  The top 5 questions financial advisers are asking right now
Aug 2017  The curious disconnect between listed property and bricks and mortar
July 2017  Ten things you may not know about listed commercial property but probably should
July 2017  Property trust outlook and the rewards of patience
July 2017  Wealth Generation and Generation Healthcare
June 2017  How your brain flushes cash down the drain
June 2017  I shop therefore I am: Why Asia is different
June 2017  Bubble, bubble, housing trouble?
May 2017  Property trusts: What could go wrong? (Part 5 – Future of workspaces)
May 2017  Why APN launched an Asian REIT Fund
May 2017  Property trusts: What could go wrong (Part 4 – Rising rates)
May 2017  What does the 2017-18 Australian Federal Budget mean for the AREIT sector?
May 2017  Property trusts: What could go wrong (Part 3 – The Amazon threat?)
May 2017  Property trusts: What could go wrong (Part 2 – Retail meltdown?)
Apri 2017  Why an active approach to AREIT investing can decrease risk and enhance returns
Apr 2017   Property trusts: What could go wrong (Part 1 – Overview)
Mar 2017  The hidden benefits of tax deferred income
Mar 2017  Two words from this reporting season: rest easy
Mar 2017  Singapore REITS: latest quarter reporting season update
Feb 2017 How a 10-minute speech in the US affected Australian property
Feb 2017  What to watch this reporting season
Feb 2017  What can Ricky Gervais teach us about the modern office?
Jan 2017  How our brains lose us money