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Resolution Capital

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  • Mall M&A - revival or survival
    Mall M&A - revival or survival
    Julian Campbell-Wood Recorded: Apr 10 2018 24 mins
    During this 30 minute webinar, our host Julian Campbell-Wood will discuss:

    • March quarter market update
    • Fund Performance
    • Unibail/Westfield transaction
    • Ramifications for the AREIT sector
  • Global REITs: Returning to the norm
    Global REITs: Returning to the norm
    Jan de Vos Recorded: Aug 17 2017 25 mins
    During this 30 minute webinar, our host Jan de Vos will discuss:

    • Performance update
    • Mind the gap – REIT’s arbitraging the direct market
    • Retail sector remains under fire
    • Warren Buffet buying STORE Capital REIT
  • Global REITs : Up the Amazon without a paddle
    Global REITs : Up the Amazon without a paddle
    Andrew Parsons Recorded: May 10 2017 28 mins
    During this 30 minute webinar, our host Andrew Parsons will discuss:

    - Impact of the ‘Amazon effect’ on shopping malls and the retail sector
    - Lessons learnt from the US mall sector
    - Quarterly performance review
    - Stock story
    - Q & A
  • REITs: Moderation not Deterioration
    REITs: Moderation not Deterioration
    Marco Colantonio Recorded: Feb 7 2017 29 mins
    During this 30 minute webinar, our host Marco Colantonio will discuss:

    •How Global REITs are positioned as interest rates and construction supply return to higher levels
    •Market outlook
    •Q & A
  • Global REITs - navigating the winds of change
    Global REITs - navigating the winds of change
    Andrew Parsosns Recorded: Nov 2 2016 34 mins
    With growing unease about the efficacy of quantitative easing (QE) policies, capital markets are at an important juncture. In this webinar we discuss current market conditions and the outlook for global listed property.
  • REITs - the new normal is now just normal
    REITs - the new normal is now just normal
    Andrew Parsons, Portfolio Manager, Resolution Capital Recorded: Jun 16 2016 30 mins
    Low interest rates, low inflation, low growth and a multitude of geo-political challenges is now the well established state of affairs. How has listed real estate ‎positioned itself in this environment?
  • Technology & Real Estate: Friend or Foe?
    Technology & Real Estate: Friend or Foe?
    Robert Promisel, Portfolio Manager, Resolution Capital Recorded: Feb 9 2016 24 mins
    During our 20 minute webinar, Rob Promisel (Global Portfolio Manager) will provide a recap of Fund performance over the December quarter and discuss the key technology trends impacting real estate. Technology is causing disruption for real estate e.g virtual supply (Airbnb creating sleepless nights for hotel owner/operators and Etail replacing shopping malls), work place changes, sustainability requirements. The risk of building obsolescence is now higher and listed REITs, given their scale are better placed to deal with these challenges versus many private operators.
  • REIT earnings growth - risk AND opportunity
    REIT earnings growth - risk AND opportunity
    Marco Colantonio, Portfolio Manager Recorded: Nov 24 2015 25 mins
    Looking through recent market volatility, REIT earnings growth remains well above inflation and REITS are trading at a material discount to direct property. REIT management teams are using this backdrop to sell mature assets, manage leverage to sensible levels and re-invest into value-add development. The prospect of further M&A activity remains high.

    This webinar will talk through the risks and opportunities for REIT earnings growth.
  • Reporting Session Wrap Up
    Reporting Session Wrap Up
    Andrew Parsons, Managing Director, Resolution Capital Recorded: Aug 20 2015 18 mins
    Earnings season is underway and has seen a very strong Q2 reporting season for the holdings in the Resolution Capital Global Property Securities Fund. The REITs are enjoying record levels of occupancy and income growth, against a still muted supply outlook. The U.S. apartment sector has been a notable performer given the favourable demographic changes in key U.S. Coastal locations. Transaction activity remains high and capital flows into direct real estate remain robust, which is also supporting underlying asset values.

    This webinar will cover the following topics:
    •Key Investment Themes
    •Stock Focus
    •Q&A
  • Global Listed Property: M&A – Deal fever
    Global Listed Property: M&A – Deal fever
    Andrew Parsons Recorded: May 6 2015 27 mins
    Andrew Parsons will discuss the global listed property market and the M&A activity occurring.

    •Key Investment Themes
    •Stock focus
    •Q&A

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