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Head-to-head: Infrastructure versus property
Which asset class better hedges inflation and provides income? Let's put them head-to-head.
Reframing the conversation around the NDIS
Specialist disability accommodation (SDA) is changing the standard of living for people with disability; and the investment market is helping to fund it. It's...
Back to base pyramid, looking for the real needs
The world is increasingly focused on resilience, security, and strategic self-sufficiency. Capital is progressively flowing back to foundational needs such as...
Dexus on path to redefine opportunistic real estate investing
Opportunistic real estate investing is no longer about simply buying cheap and hoping for a rebound. Instead, it is about pairing scale with executional depth,...
From vacancy to value
With financial markets inching toward a fragile new equilibrium and commercial real estate (CRE) valuations stabilising after several quarters of volatility,...
Commodity contrarian sees a sector on the cusp of a climb
Adam Rozencwajg has been to Australia many times, looking for under-valued mining and oil and gas stocks for his portfolio: and there’s nothing he loves more...
Navigating market volatility with the strength of real assets
Commercial real estate is at a turning point. After years of rising interest rates, the landscape is shifting — bringing renewed optimism and fresh...
The generational opportunity in commercial real estate
There was an unmistakable clarity to Steve Bennett’s message at The Inside Network’s Equities & Growth Symposium: office real estate, long cast as the...
Behind the real-asset renaissance: Inflation-hedging adds to diversification benefit
Today's ever-shifting global economy, real assets including tangible investments like property and infrastructure are no longer just interesting additions to a...
Logistics lift-off and Melbourne’s moment: the real estate cycles investors can’t ignore
Ross Lees, CEO of Growthpoint Properties Australia, took the stage at The Inside Network’s Equities and Growth Symposium with a clear-eyed view of two key...
When investment strategy meets public-policy imperatives
The attraction of a specialist managed fund should be in the manager's ability to position the fund to tap into strong and sustained tailwinds. The Barwon...