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...
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?