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Finding diamonds in the rough: Discovering opportunities in the REIT space with RAM

“Not all sectors are created equal,”

Matthew Strotton, Executive Director and Head of Real Estate, joins Ausbiz for an exclusive interview. In this interview, Matthew encourages investors to look beyond the short-term headwinds and consider longer-term trends, including demographic changes such as the aging population, as a basis for investment decisions.

During the interview, Matthew emphasised that not all sectors are created equal, shedding light on the disconnect between underlying pricing and the market perception of the REIT sector. Drawing from his extensive experience, he reveals that this trend has been observed in previous cycles, presenting an intriguing opportunity for astute investors.

Furthermore, Matthew underscores the significance of accurately assessing asset values by taking into account the local environment, conditions, demand levels, and the asset’s local impact. As the country emerges from the pandemic, he notes that many of our partners in the healthcare space are actively seeking to recalibrate and expand their properties to meet this continued demand.

Matthew also adds that at RAM, we are dedicated to remaining at the forefront of these developments, capitalising on our locally-based assets and leveraging their unique positioning within their respective trade areas.