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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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Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...

Unlocking real estate’s hidden gems with Julian Biggins from MA Financial

In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...

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...

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

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...