Property

With some real asset trading at 20 to 30 per cent below their fundamental value, HMC’s David Di Pilla says there are “compelling” opportunities for managers that can spot value and raise capital.

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers, while its safe-haven characteristics stand out in the uncertain macro environment, according to David Chan and Cameron Brownjohn.

Housing conditions are tipped to remain soft in the year ahead as central banks continue to raise credit costs, but experts still believe an all-out property market crash is unlikely.

Speaking on a fireside chat during The Inside Network’s recent ESG event in Tasmania, Langley said that while infrastructure assets will continue carrying the burden of inflation there is likely more to be concerned about with REITS, both in the dominant US market and around the world.

While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and Michael Birch’s Murray Darling Capital shows the potential of ‘rent roll’ portfolios of rental property management agreements to provide exposure to the supersized Australian property.

While data is a big part of the Michael Birch’s new property fund play, he says the real key to running a rent roll investment is maintaining relationships.

The respected corporate adviser and manager is laying it all on the line after “rolling the sleeves up” on multi-faceted research for his new property-based fund.

Few regional towns are primed for growth, but judicious research and a key partnership with a government agency is seeing Castlerock make the most out of property.

The new fund, a tie-up between Murray Darling Capital and Trilogy Funds, is buying up rent rolls across the country and has its sights set on a 10 per cent annual return.

As fixed mortgages expire in Australia, households will be hit by higher interest costs on variable mortgages which will threaten consumer spending and economic growth, according to new research.

The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through.

Global investment manager, First Sentier Investors, has launched an ESG-friendly property fund which has a built-in carbon overlay feature that allows for the comprehensive measurement and reporting of carbon emissions on all the underlying assets.