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4D
News & Views: The infrastructure investment multiplier
Now that is money well spent!
Articles 2 min read
19 November 2021
5
Investment Perspectives: Is long WALE really low risk?
One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.
Articles 6 min read
4 November 2021
4D
4D podcast – the role of infrastructure in reaching net zero
With the COP26 summit upon us, Sarah Shaw weighs in on decarbonisation.
Podcasts 18 min listen
1 November 2021
4D
Global Matters: Infrastructure, interest rates & inflation
Infrastructure, interest rates and inflation: 3 dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their correlation.
Articles 15 min read
12 October 2021
Fed
Investment Perspectives: Don’t fear the taper
As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic output is near or above pre-pandemic levels, and signs of inflation and wage pressure have become a theme of 2021.
Articles 9 min read
1 October 2021
Evergrande
Quay podcast – Evergrande and the global real estate sector
Listen as Chris Bedingfield gives an update on the G-REIT market.
Podcasts 20 min listen
29 September 2021
Quay
Investment Perspectives: Thinking about office
Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances. Lockdown orders mean that all staff are currently working from home.
Articles 6 min read
1 September 2021
Quay
Investment Perspectives: REITs and inflation – where is the sweet spot?
We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.
Articles 5 min read
10 August 2021
westfield
Quay podcast: housing, retail, office and interest rates
Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.
Podcasts 20 min listen
23 July 2021