Real Estate

Tomorrow’s winners - How to capitalise on structural changes in Australian listed real estate

By James Maydew
BSc (Hons), MRICS Head of Global Listed Real Estate Sydney, Australia

The proliferation of online shopping has heralded a structural shift in the marketplace. With it comes challenges for investors, particularly passive investors whose portfolio returns depend, in part, on history repeating itself.

This new environment raises a number of questions for investors including:


What are the prospects for other property options, particularly industrial real estate?


How should investors think about property investing as this structural shift occurs?


What are the consequences for remaining a passive investor and the billions of dollars allocated that way?


How much of an investor’s portfolio should be in retail property? Should it be the 48 per cent that it is today when passively invested? (62 per cent when leverage is removed)


What role does active investing have?

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The following paper considers these questions and concludes that the best opportunities for property investors lay in sectors away from areas that have worked over the past decade, and that there are lessons that can be learnt from other global markets.

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Important notes

While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455)  (AMP Capital) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This article has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this article, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. This article is solely for the use of the party to whom it is provided and must not be provided to any other person or entity without the express written consent of AMP Capital.

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