Property and Infrastructure

CommSec notes new data from Rismark Australia show Australian housing affordability has actually improved a little since 2003 thanks to rising incomes levels.

Transurban has rejected a $5.25 per share takeover bid form a pair of Canadian pension plans, but the game’s not over yet say brokers.

The Dow swung from 100 up to 100 down last night as the US dollar bounced hard from its lows.(Locked for subscribers until 10:00 AEDST)

Commonwealth Bank suggests Oz housing affordability will decline in coming years as house prices will continue to rise.

Credit markets are improving but recent results from listed REITs were mixed enough that brokers continue to have differing views on where the best exposures to the sector can be found.

While not out of the woods yet, a clear case is building for a recovery in Australian Commercial property.

ING Clarion Real Estate Securities is conveying the message the outlook for property companies globally is improving.

Six out of ten brokers see growth potential in the dull but safe Transurban toll road trade.

Spark Infrastructure posted a better than expected interim result but capex requirements mean equity will need to be raised in coming years and this is creating a divergence in broker views on the stock.

Upbeat comments from Fed Treasurer Ben Bernanke and a big jump in existing home sales see stocks and commodities run.