NEWS
This was a fantastically dull reporting season
This was a boring reporting season for Australian Real Estate Investment Trusts, and all the better for it. Excitement in this area of the market usually spells trouble.
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Preparing for the Demise of Franking Refunds
Much has been written about the plan by the Federal opposition (likely to be the next Government) to abolish franking credit refunds. Along with removing negative gearing for existing housing and a 30% minimum tax rate on family trust...
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Orpea is riding a growth trend forecast to continue for decades
Orpea, a leading European elderly care home operator, manages over 86,000 beds across 12 countries and is now expanding outside Europe.
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Do Falling House Prices Affect AREIT Investors?
Housing demand and supply ebbs and flows. Because of the lower barriers to entry there's often volatility in residential housing. We've experienced a five year bull run in residential housing which has seen average Sydney house prices rise...
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Happy 10th Birthday, GFC!
15 September 2008 was the day that Lehman Brothers went bust. Lehman had long been one of the pillars of the US financial system, and management had been hoping for some sort of bail-out, but the US government wasn't going to play. The...
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TripAdvisor, the website dominating online bookings
TripAdvisor is the world's largest travel website with approximately 455 million average unique monthly visitors, this industry giant has focused on cultivating and controlling demand building a loyal following and community as opposed to...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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China - no hard landing - yet
China's government controls China's economy. The debt reform initiatives the Chinese government started in recent years were bearing nasty, but not unexpected, consequences. The fallout was accelerating of late. Those reforms have now lost...
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IS VALUE INVESTING DEAD?
Tech stocks and growth investing have profited from 30 golden years. So is this the end of value investing?
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Launch Press Release
Datt Capital, a Melbourne based Alternative Asset manager, announces the launch of a new fund, Datt Capital Absolute Return Fund. The Fund is a concentrated multi-asset, multi-strategy fund utilising a dynamic, integrated asset allocation approach.
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