Julia Forrest a REIT investor and portfolio manager for Pendal, investing in property securities and trusts. She joins Owen Rask on The Australian Investors Podcast.
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Julia Forrest a REIT investor and portfolio manager for Pendal, investing in property securities and trusts. She joins Owen Rask on The Australian Investors Podcast.
At Pendal Group, Julia is responsible for investing in AREITs, property developers and listed property securities. Julia explains the impact of inflation on REITs and property, why property has held up remarkably well during Covid, and walks us through her checklist.
What you’ll learn:
- How & why Julia started her career as an analyst in organised crime
- The investing advice Julia is giving her teenage daughters
- The key differences between office and retail properties
- Process: How Julia and her team find REITs to buy
- Yield: the impact of inflation on bonds & property securities
- Yield: using REITs as an alternative income source to bonds
This is a great episode for investors who are wondering how to deal with inflation, and whether property can provide a tactical tilt away from bonds for income.
Watch the video version on the Rask Australia YouTube page.
Date recorded: 27 October 2021
