Property and Infrastructure

Ebola implications; too many Aust pathology centres; market correction implications; efficiency gains not sustainable; banks, developers and regulatory changes.

Inflation bodes well for Oz supermarkets; GP operators undervalued; housing recovery continues; steel outlook moderating; general insurer outlook benign; and Murray Inquiry looms.

Brokers came away from an investor briefing with Lend Lease content with the knowledge the company has its strategy and earnings outlook well in hand.

Regulatory uncertainty and the potential for increases to US interest rates dims the outlook for Australian Real Estate Investment Trusts.

One of the best Australian residential building scenarios in many years is supporting Brickworks but challenges in market share and pricing continue.

Charter Hall partners with HOSTPLUS and ventures into the hospitality asset class, which shores up future earnings but also ties up capacity for other JVs in the near term.

After outperforming the ASX200 over the year, pricing in the A-REIT sector looks full. Brokers seek out where the next opportunities may be hidden.

Transurban performed to expectations in its FY14 results and brokers expect the outlook will remain strong while interest rates are favourable.

Real estate investment trust returns may not be spectacular but brokers expect they should offer up solid results at the upcoming reporting season.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Bell Potter argues Caltex may enjoy a second stock price re-rating next year as it transitions towards a dividend-paying infrastructure company.