Australian Reits Can Outperform Market Heading Into 'Distribution Season' -- Market Talk

Dow Jones
02 Jun

0100 GMT - There's a trading opportunity for investors as Australian real-estate investment trusts prepare to pay out distributions, says Macquarie. It finds that Reits have historically outperformed the market by 2.6% in the five weeks before they trade ex-dividend. They then underperform the market by 0.6% in the following 25 days, Macquarie says. "There is an opportunity for investors to capture outperformance from distribution-payers that typically occurs at this time of year," says Macquarie. "Most Reits also trade ex-distribution on the same day, meaning investors can implement basket strategies around these events." It has outperform calls on stocks including Dexus, Goodman, GPT and Mirvac. (david.winning@wsj.com; @dwinningWSJ)

 

(END) Dow Jones Newswires

June 01, 2025 21:00 ET (01:00 GMT)

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