Making money from REITs, ft. Julia Forrest

Nov 3, 2021

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Julia Forrest is a listed property trust (REIT) portfolio manager at Pendal Group and one of the longest-running PMs to join Owen Rask on The Australian Investors Podcast.

At Pendal Group, Julia is responsible for investing in Real Estate Investment Trusts (REITs), property developers and property assets. Julia tells us how inflation can impact REITs, why property has held up remarkably well during Covid, and walks us through her checklist.

Key talking points:

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.

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Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: October 27 2021

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