Australian Investors Podcast · Rask

Why global REITs may be the most overlooked opportunity with Chris Bedingfield

·52 min·5 clips
Chris Bedingfield reveals the one metric that actually determines property values—and why most experts get it wrong.
Chris Bedingfield discusses why global REITs are an overlooked opportunity, explaining replacement cost valuation, the diversification benefits, and how they differ from Australian REITs. He covers sectors like senior housing and self-storage, and shares insights on market cycles and investment strategies.

As heard by us

A grounded case for REITs built on yield, scarcity, and patient valuation.

It treats REITs as a live valuation question rather than a dull property sidestep. The case is that the asset class can look overlooked when equities are running hot, and that owning real estate is mainly about yield, patience, and buying assets that trade at a wide discount to…

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Why you'd press play

Why this REIT cycle may be easier to miss than the last one.

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