Trimming our coverage list
Our coverage list naturally grows and needs a trim every now and again. On this occasion, it's a bit like taking Status Quo to the barber.
Property sector round up 2012
In a year where the broader market has returned 18%, the A-REIT index has nearly doubled that. Is there still value to be found? Jason Prowd investigates.
Clouds clearing for A-REITs
Two years on from the disastrous price falls of 2009, A-REITs are out of favour. But lower prices and debt offer a few interesting opportunities.
Christmas trimmings: introducing the nifty 50/50
In the past, we’ve covered as many stocks as we could. In 2011 we’ll be covering the top 50 most-widely held companies plus 50 of our best ideas. Nathan Bell explains the (modest) change of tack and the implications.
Banking profits on Babcock & Brown Japan
High risk is part and parcel of investing in speculative stocks. But unless the potential returns compensate for the risks, you’re better off elsewhere. We've now got a yen to take the money and run.
Property moguls swoop on juniors
A riptide of diminishing credit and falling asset prices has replaced the tidal wave of leverage that fuelled the property boom. Amongst the wreckage, some property industry luminaries are fishing for value.
Speculating on B & B Japan
We’ve kept an eye on B & B Japan since it listed and shied away from its high debt and onerous fee structure. While the debt remains a significant threat, its fallen unit price has piqued our interest.
Japanese property trusts fight for survival
High fees, high debt and misaligned incentives are a dangerous combination, and so it has proved for these Japanese property trusts. But with their beaten-down stock prices, there might be something in them – if you’re very brave.
Property trusts in the land of the rising sun
How, in a country with next-to-zero official interest rates, can trusts buy assets on 5% yields but engineer 10% yields for their investors?
Property trusts don't add up
There's a chill in the mornings and the midday sun shines softer. It must be time for our annual property review.
Property trusts still no bargain
It's been 12 months since our last property sector review. Unfortunately, the pickings are still slim.
B & B Japan's shaky foundations
There's a lot to like about this new property trust, but it carries a risk we're not prepared to accept.
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