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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...
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance...
Residential property prices hitting uncharted territory: SQM Research
After a minor blip in 2022 residential property prices are once again soaring to new heights, driven largely by the asking price for houses in major capital...
'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...
Industrial property push here to stay: Charter Hall
With the lowest vacancy rate for industrial land in the developed world, Australia's biggest challenge in the sector is keeping up with demand. But there's no...
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.
A clear bridge to energy transition exists, with listed infrastructure key
The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and...
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...
HMC Capital eyes $10b AUM by 2025 with new funds, new pipelines
David Di Pilla's group made its bones flipping unloved real assets into a sprawling network of essential retail centres. Now HMC Capital is leaning into its...
HMC Capital gets real on net-zero with impact themed 3-step approach
Eighteen months ago, the fund started by former US banker David Di Pilla announced its target to achieve net-zero for scope 1 and scope 2 emissions by FY28....