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Reports Catalyst Fund Managers in their August 2012 Listed Property Sector Monthly Overview.
On a total return basis, listed property has returned 35%, bonds 17.5%, and cash 5.7% in the past year, according to the report.
I told clients about the developing cyclical upswing in September 2011, and said the evidence will be in rising capital and equity values of the capital goods sectors, i.e. property and industrial stocks.
Next, however, comes the strength in the consumer sectors as this money works its way through the economy, as well as accelerating price inflation.