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September 2015 Monthly newsletter
 
 

AREIT FY15 reporting season insights and highlights

The Australian Real Estate Investment Trust (AREIT) full year reporting season was completed last month, delivering overall strong results with individual trusts either meeting or exceeding the earnings guidance released at half year.

As a historically low interest rate environment continued to underpin the “lower-for-longer” thesis, the stable high yield nature of AREITs supported the sector’s popularity with investors as the search for yield continued. This is reflected in the sector’s 12 month total return to 30 June 2015 of 20.20%.

Exceptional earnings growth, positive asset valuation uplifts and decreasing debt costs dominated  headlines. A level of improvement in underlying property fundamentals in major retail and commercial markets was also encouraging, which suggests the relative strength of the AREIT sector can continue into FY16.

In this month’s Hot Topic , we examine the trends from the FY15 reporting season and provide a snapshot of the key Australian property sectors.

 
In this edition:
AREIT FY15 reporting season insights and highlights
Value in the AREIT sector - Part 2. Don’t Discount Discounted Cash Flow
Webinar – Experience the growth story with the APN Asian REIT Fund
Access mFund using Bell Direct and get your first transaction free
APN Property Group reports net profit of  $12.6m, up 69% from the prior comparative period
Generation Healthcare REIT reports a 66% increase in its FY15 underlying net operating income
Industria REIT reports full year 2015 Distribution per Security of 16.20 cents and increase in NTA to $2.02 per Security
Investment opportunities - register your interest
Fund commentaries
Recently published
Value in the AREIT sector - Part 2
Don’t Discount Discounted Cash Flow

Following the popularity of our Hot Topic, “Value in the AREIT sector?” Part 2 delves deeper into the DCF valuation methodology revealing that AREITs are currently trading below our valuations.

Click here to read the full article.

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Webinar - Experience the growth with the APN Asian REIT Fund

Portfolio Manager of the APN Asian REIT Fund, Corrine Ng, walks us through the Asia growth story and the key aspects of the APN Asian REIT Fund.

Click here to watch the webinar.

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Access mFund using Bell Direct and get your first transaction free
 
APN is proud to partner with ASX mFund and Bell Direct to uncover investment opportunities that help investors diversify their portfolio.

Don’t miss this opportunity to access mFund using Bell Direct and get your first transaction free from brokerage fees.

To learn more, or use your free transaction, click here.

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APN Property Group reports net profit of $12.6m, up 69% from the prior comparative period
 
APN Property Group (ASX code: APD) is pleased to announce its financial result for the year ended 30 June 2015.

For the full details of the results, please click on the following:

FY2015 Results Announcement
FY2015 Results Presentation
FY2015 Financial Report Appendix 4E
 
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Generation Healthcare REIT reports a 66% increase in its FY15 underlying net operating income
 
Generation Healthcare REIT is pleased to announce its financial result for the year ended 30 June 2015.

For the full details of the results, please click on the following:

FY2015 Results Announcement
FY2015 Results Presentation
FY2015 Financial Report Appendix 4E
 
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Industria REIT reports full year 2015 distribution per Security of 16.20 cents and increase in NTA to $2.02 per Security
 
Industria REIT (ASX code: IDR) is pleased to announce its financial result for the year ended 30 June 2015.

For the full details of the results, please click on the following:

FY2015 Results Announcement
FY2015 Results Presentation
FY2015 Financial Report Appendix 4E
 
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Industria REIT
 
Investment opportunities - register your interest

APN is currently working towards launching a number of new investment opportunities.

To register your interest in these and other opportunities, please click here.

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Product performance updates

For an overview of APN's Real Estate Securities funds please click on the links below:

APN AREIT Fund
APN Asian REIT Fund
APN Property for Income Fund
APN Property for Income Fund No. 2
APN APN Unlisted Property Fund
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Important information

This summary has been prepared by APN Funds Management Limited (APNFM) (ACN 080 674 479 ABN 60 080 674 479, AFSL No 237500) for general information purposes and whilst every care has been taken in relation to its accuracy, no warranty is given or implied. APNFM is a wholly owned subsidiary of APN Property Group Limited ACN 109 846 068. APNFM is the responsible entity and issuer of the APN Property Group products covered in this update. The information provided does not constitute investment advice and does not purport to contain all relevant information necessary for making an investment decision. It is provided on the basis that the recipient will be responsible for making their own assessment of their financial needs and will seek further advice about the investment as is considered appropriate. General risks apply to an investment in APN funds and must be considered before making an investment. Returns shown are for retail investors, net of fees and costs and are annualised for periods greater than one year. Returns and values may rise and fall from one period to another. Past performance is not an indication of future performance. This update may contain certain ‘forward-looking’ statements. Actual outcomes may differ materially from these forward-looking statements and no representation or warranty is given in relation to these including as to their completeness or accuracy on the basis on which they were prepared.

In deciding whether to invest or continue to hold an investment in an APN fund, a person should obtain a copy of the Product Disclosure Statement for the relevant fund and consider its content. We recommend that a person obtain financial, legal and taxation advice before making any financial investment decision. A copy of the PDS is available from APN Funds Management Limited, at Level 30, 101 Collins Street, Melbourne 3000 or by visiting www.apngroup.com.au.

© APN Property Group Limited

 
 
 
 
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Contact us:
APN Property Group Limited
Level 30, 101 Collins Street,
Melbourne, VIC 3000
Australia
E. apnpg@apngroup.com.au
T. +61 3 8656 1000