News - Business Category

An alternative viewpoint- musings on debt and liquidity

There was recently an article in the Australian Financial Review on unlisted property, debt and liquidity which raised some points we felt required further consideration, which is the subject of...

How to avoid being blinded by investment ‘thematics’

‘Thematics’ have been a key driver of property investment decisions of late. Our view is that these are often overemphasised and should be considered secondary to more important investment fundamentals....

Patience and discipline will create opportunity

It will come as no surprise to many of our investors that we have found it immensely difficult to find value in markets in the last few years. Falling interest...

Investors and fund managers can no longer ignore the link between ESG, risk and investment outcomes

Environmental, Social and Governance (ESG) criteria are fast becoming key drivers to investment allocation and outcomes.

How might the pandemic impact office accommodation requirements?

COVID-19 has seen a massive shift in short term workforce dynamics. Given the obvious destabilisation that this situation is creating, there has been a lot of conjecture on the likely...

Can social objectives be used to drive investment outcomes?

Value capture’ is an important mechanism in funding urban and social infrastructure. Unfortunately, it is not applied enough and is often poorly executed. What is it and how can it be done better?

How do lease incentives and property valuations work?

Lease incentives materially impact property valuations, and vary significantly between different states and markets. What do they mean and what are the impacts for asset owners or investors? Lease incentives...

Ruminations on a real estate cycle

We are humble enough to recognise we don’t always get things right. In fact, we have been wrong about plenty of things along the way. To be successful, half the...

Do more people need to take notice of HNW asset allocation?

At Forza Capital, one of the things we spend a lot of time doing is speaking to both real estate agents and investors. There is no substitute for being…

Managing client money and the importance of communication

In our experience as investment managers, a fundamental shortcoming we often see is poor ongoing communication between managers and investors.

Property and the Illiquidity Premium

As non-classically trained investment operatives, over the years we have found the question “why” to serve us extremely well. Over the last 10 to 15 years, given market performance, we...

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