"Every housing cycle has a leader. In Australia, that leader is REA. It has the brand, the platform, and the pricing power. It has margin, cash flow, and multiple growth levers." Our lead portfolio manager, Jun Bei Liu, explains why REA Group’s dominant market position, powerful data assets, and pricing power make it a standout in the digital real estate sector and why she believes REA is well-placed to capture growth while maintaining strong margins.
