ARTICLE · 21 JANUARY 2015

Australian Real Estate Investment Trusts (AREITs)

Moore Australia

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Many AREITs are now trading above their net asset values so we recommend investors retain a modest underweight exposure.

AustraliaStrategy

Haris Argeetes

James Totonjian

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Overview

The ASX 200 AREIT Accumulation Index returned 12.70% over the six months ending 31 December 2014.

S&P ASX 200 Property Accumulation

Outlook

The outlook for key property sectors is as follows:

Conclusion

Many AREITs are now trading above their net asset values. Valuations are relatively unattractive and operating income growth prospects are low. Nevertheless potential merger and acquisition activity and investor demand for yield may continue to provide some support for the sector. On balance we recommend investors retain a modest underweight exposure.

This publication is issued by Moore Stephens Australia Pty Limited ACN 062 181 846 (Moore Stephens Australia) exclusively for the general information of clients and staff of Moore Stephens Australia and the clients and staff of all affiliated independent accounting firms (and their related service entities) licensed to operate under the name Moore Stephens within Australia

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