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, and capital with operational capability.
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 problem child of post-pandemic investing, is once again in play — and in a big way.
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 themes: the evolving opportunity in Australian logistics and the moment of deep value emerging in Victorian commercial real estate.
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 Healthcare Property Fund is doing exactly that.
Constraints and patience the key to accessing alternative real estate
The real estate sector has long been a cornerstone of wealth generation in Australia, offering stable, income-generating assets that hold intrinsic value due to the finite nature of land. At The Inside Network Alternatives Symposium, Julian Biggins, co-CEO of MA Financial, outlined why advisers should be paying close attention to the opportunities emerging in the real estate market.
Income, growth and impact: Why the SDA sector is the next big emerging asset class
Born out of a government program, the Specialist Disability Income sector has expanded into a robust private market investment opportunity for those with the expertise to navigate its unique characteristics.
What really matters in alternatives manager selection
High returns help, but what’s more important is trust, accountability, and making sure that the remuneration structures aren’t “really cheeky”.
Property subsectors firm as positive portfolio additions across the spectrum
While it's broadly considered an alternative asset class, there are still traditional and non-traditional subsectors to real estate. Both have their idiosyncratic features, and both are becoming increasingly attractive to investors across the entire spectrum.
Why H1 2024 may be a residential property buying window (for some)
It will be brief, geographically limited and may not come at all, but if SQM Research's prognostications are again correct there may be reason for aspiring property buyers to smile early next year.
New real estate value cycle 'close at hand': Invesco
Real estate income will face challenges in the new value cycle, Invesco says, but investors will have the chance to build growth if they lean into secular drivers and key differentiators.
Nextgen property funds bringing a new factor into the equation: Certainty
While Australian property is a surging market, the funds that provide broader access to it have lacked ingenuity for some time. That is changing, however, with a new class of providers emerging who look set to change the game.
The risk and reward spectrum unique to G-REITS
Global REITS give investors a structured access point to real estate across regions, potentially unlocking a valuable investment sleeve. But there are risks to contend with, according to Will Arnost from Atchison Consultants.
Why healthcare has done relatively well in the commercial property convulsion
As Australian healthcare expenditure continues to rise and investors move deeper into the sector, healthcare property is well placed to continue its outperformance of other commercial property sub-sectors.
Dwelling vacancies up, asking rents down... but real estate crisis far from over: SQM Research
It's an unlikely source of good news: property vacancy rates are up and rental asking rates have softened slightly. But SQM's Louis Christopher warns against interpreting the change as a sign that the rental crisis has turned.
Real estate's triple play: The clean, the changeable and the 'out of sync'
All verticals in commercial real estate have become problematic in the last five years, but there remain pockets of opportunity. Figuring out which of those pockets present the best path forward is the real challenge.
The rapid rise of residential mortgage funds
From residential and commercial backed mortgage securities, to whole loans and government issued bonds, there is a range of investment products that are backed by housing mortgages.
Supply comes into housing market as new property dichotomy emerges
All major cities had an increase in national property listings during the month of February, but when you pan out and look at the YoY figure, some eye-popping trends emerge.
Breaking traditions and investing for real estate’s new era
In real estate, investors need to think more broadly than the traditional sectors of office buildings and shopping centres. Digital infrastructure and industrial property are one way to update the portfolio.
Seasonal change deepens property rental market extremes: SQM Research
The nation's rental crisis is deepening, with available dwellings across major cities at just one per cent and the asking price for rents reaching eye-watering levels. According to SQM, seasonal factors are also coming into play.
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 ownership. So, who were some top performing managers as at January 2024?
