Bennelong Funds Management reposted this
Rents have surged in the years post-Covid as the population boomed. As we've said before, the demand/supply of housing and changes in replacement cost are the long-term key drivers for residential property, not interest rates. Unfortunately, there are no pure listed residential rental REITs in Australia to take advantage of the significant local demand and supply mismatch. However, there are opportunities in countries that are seeing similar dynamics play out. We believe one such country is in Canada, as we write in this month's article.
