In this episode of “What’s the Risk?”, we delve into the historical performance of the S&P/ASX 300 A-REIT Index (Total Return), a benchmark encompassing Australian Real Estate Investment Trusts (A-REITs).
This index includes a diverse mix of residential, office, retail, and industrial properties, offering a broad snapshot of the listed property sector. Host Peter provides valuable historical context, reflecting on instances where investors may have turned to listed property unwisely and exploring whether it truly belongs in modern portfolios.The discussion highlights the sector’s volatility and potential rewards, weighing its role against other asset classes.
Peter examines past trends, drawing lessons from investors who misjudged its suitability, and considers how economic shifts—like interest rate changes or property market cycles—impact its performance. This analysis helps viewers assess whether A-REITs align with their financial goals.For those familiar with investment options, Vanguard’s VAP ETF is a popular choice, designed to track the S&P/ASX 300 A-REIT Index’s returns before fees, expenses, and taxes.
We explore how such instruments provide accessible exposure to this market. This episode aims to equip listeners with a nuanced understanding of listed property’s historical behavior and its strategic fit, encouraging informed decisions about including it in diversified investment strategies.
Watch the full “S&P/ASX 300 A-REIT Index” video here.
This represents general information only. Before making any financial or investment decisions, I suggest you consult a financial adviser to take into account your personal investment objectives, financial situation and individual needs. Anyone looking to build a portfolio should seek financial advice to find out which strategy is right for them, if you are a high net worth investor looking financial advice then you should consider Australia’s best financial advisers, they can help you identify your goals and put in place a reliable strategy to pursue them.
