Property transactions are changing – new mechanisms reflect the increased maturation and competitiveness of the market. Exactly what is changing, what are the drivers and what does it mean? In...
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...
‘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....
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...
Environmental, Social and Governance (ESG) criteria are fast becoming key drivers to investment allocation and outcomes.
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...