Property and Infrastructure

Chris Gray of the Switzer Super Report provides some guidelines for property investing within a self-managed super fund.

BA-ML has offered an overview of the A-REIT market in general, while UBS and JP Morgan have looked more closely at residential and office plays and Goldman Sachs has assessed Westfield Group against US peer Simon.

JP Goldman of the Switzer Super Report argues the case between property, shares and inflation-linked bonds.

Reviews of results for the A-REIT sector continue to flow through, with UBS updating its preferences and JP Morgan offering additional analysis on the retail sector.

Australian REITs delivered solid earnings results and to reflect key themes to emerge during reporting season brokers have updated their preferred exposures in the sector.

With reporting season raging all around us, FNArena has sorted through the company reports to find some key commentary on soft commodities and a few specific macro issues.

Weekly update on recommendation, target price, and earnings forecast changes.

Australian REITs have outperformed the market so far this year and brokers see scope for such outperformance to continue. Preferred sector exposures have been updated prior to profit season.

Weekly update on recommendation, target price, and earnings forecast changes.

Last Week brokers took on a broad range of domestic topics and of those we review commentary on local banks, property and housing, healthcare and a few dividend ideas.