AI boosts appeal of investment in data centres as supply is constrained

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An undersupply of data centre capacity following the surge in AI and cloud-based demand creates long-term benefits for data centre investors, according to Gavin Truong, senior investment analyst, Quay Global

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Zero interest rates are inevitable as household savings fall, debt builds

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Households are facing significant pressure on their balance sheets, however this is not a function of ‘the cost-of-living pressures’ or interest rates. The squeeze on households is coming from deliberate government

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Interest rate cuts in the US could boost the global REIT sector

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The global REIT sector could bounce this year when the US Federal Reserve begins reducing interest rates, with the relatively robust macroeconomic environment supporting the demand for property, according to

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12 surprising charts for your Christmas stocking

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Chris Bedingfield from Quay Global Investors, shares 12 charts which look at some of the interesting trends in global real estate and what’s to come in 2024 and beyond. Chart

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What does ‘higher for longer’ mean for real estate?

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The capitulation of the long end of the yield curve has been brutal. In the US, for the best part of 18 months, the inverted yield curve (defined as long

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The global commercial property market an attractive option for investors

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Listed property has de-rated significantly over the past 12 – 18 months, which has led to an increase in attractive opportunities in the global market, according to principal and portfolio

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Thinking about the cycle

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Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real

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The housing market’s turning – and not just in Australia

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Is FORA (fear of renting again) driving global residential markets? In March, Australia, the US and Canada recorded their first monthly increase in residential prices. UK house prices have been

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Quay Global Investors forecasting a silver tsunami

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Demand for senior housing and accommodation is set to accelerate over the next three to four years, creating an outstanding opportunity for investors, according to Quay Global Investors’ principal and

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Is the Aussie residential market bottoming?

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According to CoreLogic data, Sydney residential prices recently recorded their first increase in 13 months (+0.3%) while national residential prices were relatively flat (-0.1%). This stall in national price declines

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