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...

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