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How to invest in REITs, ft. Julia Forrest

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.

The Australian Investors Podcast is one of Australia’s top investor podcasts, as ranked by Apple Podcasts & Spotify, focused on investing in ASX & global markets. When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more.

Listen to The Australian Investors Podcast right now

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.

Take one of our intelligent and FREE investing courses (covering topics like ETFs, shares and valuation) on Rask Education and join our insightful FB community.

Score $100 off Owen’s high conviction ASX & US share research service, Rask Invest!

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts – it’s a 5-second task that really helps support the show (and puts a big smile on Owen’s face).

Date recorded: 27 October 2021

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Not only are we offering these 11 investment ideas completely FREE, we've also released an in-depth podcast to go with the report!

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Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Are you stuck wondering where to invest right now? Have you got cash 'sitting on the sidelines'? Are you looking for dividend income AND growth but don't know where to start? Rask's expert ASX analyst team has just released a full report, detailing where we'd invest $10,000 right now.

Not only are we offering these 11 investment ideas completely FREE, we've also released an in-depth podcast to go with the report!

So, whether you have $2,000 or $50,000, our brand new analyst report could help transform your watchlist. Right now, you can get the full analyst report emailed to you for FREE by CLICKING HERE NOW.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

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