In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:
- Why real estate is an inefficient market
- How replacement cost drives long-term property value
- Why global REITs offer diversification Australian REITs can’t
- Where today’s best opportunities lie across global property sectors
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Topics Covered
- Why most investors use the wrong metrics to value real estate
- Global vs Australian REITs — major structural differences
- How Quay identifies companies trading below replacement cost
- Today’s biggest opportunities across housing, storage, senior living and more
- Final thoughts on cycles, risk, leverage and staying patient



