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Brilliant Investment Thinking by Advisers for Advisers.
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Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds

Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property's move from plain sheds to technology-rich logistics infrastructure. The conversation covers the themes that have widened the opportunity set for income-focused investors, from e-commerce and automation through to defence spending, energy and the power and connectivity a modern tenant expects a building to carry over the life of its lease.

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The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

Investment dynamism with Paul Saliba from SQM Research

Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...

Strategy access over structure debate | INSight #504 with Alex Edwards from Centennial

Centennial’s Alex Edwards says listed versus unlisted turns on strategy access, and infill metro industrial strategies are probably unavailable through...

Location comes first, then tenants | INSight #503 with Alex Edwards from Centennial

Centennial’s Alex Edwards says good metro industrial combines location within 30 to 45 minutes of population, diversified tenants and leases that capture...

Existing owners gain from scarcity | INSight #502 with Alex Edwards from Centennial

Centennial’s Alex Edwards says scarce land and rising construction costs constrain metro industrial supply, which positions existing asset owners to benefit...

Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial

Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...