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Brilliant Investment Thinking by Advisers for Advisers.
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Beyond bricks and mortar: 2024's best listed property fund managers unveiled

For many Australians, REITS have been a cornerstone for those looking to dip their toes into the property market without the traditional barriers of direct...

HMC Capital looks to mirror healthcare sector success with property focus in 2024

HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his...

The 'sweet spot' for commercial real estate debt in client portfolios

For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key...

'Opportunity rich' healthcare sector a high conviction play for HMC

The real estate fund's launch underscores the commercial juggernaut's belief that the healthcare sector opportunity is a significant one.

Is now the REIT time to buy?

By their very nature, REITs are heavily leveraged and hugely sensitive to rate hikes. There is plenty of devaluation floating around, but there could also be a...

REITs go through 'structural megatrends' as fundies pivot in different ways

Investors and consultants are bending their efforts to find navigable paths around headwinds buffeting the commercial real estate sector.

HMC Capital envisions rebuild for 'underperforming' icon, Lendlease (ASX:LLC)

HMC has invested heavily in the hope that after 30 years of disappointing shareholders, Lendlease can reinvent itself by shedding non-core assets and recycling...

Crane activity dips but hovers near record high as property outlook stays strong: Thinktank

More cranes signal greater construction activity and point to a sound economic outlook. Property lender Thinktank examines the current skyline and what it...

Kudos and credit: Thinktank ready to weather the next storm

After cutting its teeth as a commercial property lender during the GFC, Thinktank - thanks to strong strategic relationships and conservative credit policies -...

Di Pilla's HMC Capital tops $7.5 billion FUM with large hospital group acquisition

The listed property group formed by former star UBS banker David Di Pilla has gone from a standing start in 2015 to a retail and commercial investment force,...

Rental property-based fund highlights bright spot in turning housing sector

While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and...