Pat Barrett's Comment & Analysis
A complete archive of Pat Barrett's articles, including current analysis & opinion.
Originally published by UBS Asset ManagementWe recently attended the Bank of America Merrill Lynch (NYSE:BAC) AREIT conference in Sydney, an event that brings many offshore investors together to meet...
Originally published by CuffelinksA recent Bank of America Merrill Lynch (NYSE:BAC) listed property (AREIT) conference in Sydney brought many offshore investors together to meet the AREIT CEOs and...
Originally published by UBS Asset ManagementThis week I'll cover two stocks that screen relatively attractive. One is a complex, cyclical business that has had strong performance, while the other is a...
Originally published by UBS Asset ManagementIt was a solid reporting season for AREITs, with improvement in most key metrics and positive outlooks. The good news was the continuing strong demand for...
Originally published by UBS Asset ManagementWe're midway through the August reporting season with REITs up +2% month to date (MTD). Most stocks have recorded strong capital gains (higher valuations),...
Originally published by UBS Asset ManagementThis week saw the bi-annual release of the Property Council of Australia Office Market Report, which reviews the supply and demand dynamics of around 5,300...
Originally published by UBS Asset ManagementThe AREIT sector recorded a -5.6% return* during FY17, which was well below the +14.1% from the broader equities market (S&P/ASX 200). There were two...
Originally published by UBS Investment ManagementThe voluntary administration of Channel 10 is tangible evidence of the evolution of the media sector, with the station’s reliance on the younger...
Originally published by UBS Asset ManagementAround half of Sydney's population lives in Western Sydney, and there's projected to be an extra 1m people there in the next 20 years. So it's no surprise...
Originally published by USB Asset ManagementWe've had numerous client, consultant and company meetings in the past fortnight and the points below provide an insight into the key issues facing the...