Property developers on track
In January we pounced on a couple of property developers that the market had left behind. That theme remains on track, but performance within the sector has varied widely.
Pouncing on downtrodden developers
The property development sector is capable of inflicting serious wounds on investors. Careful stock selection and prudent portfolio allocation are the keys.
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.
Developers on their knees
Australian property developers are notorious for spectacular bankruptcies during recessions. But if you can pick the survivors, buy at a large discount and avoid being diluted, the rewards can be huge.
Three property investments for the watchlist
Falling prices across the property sector have some value investors salivating. So, leaving aside our preferred pick of Westfield Group, let’s examine three other property investments that we’d love to own at the right price.
Becton one for the watchlist
With an entrepreneurial history stretching back to 1976 and a highly individual approach, Becton is the sort of company we like. Shame about the price, though.
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