Finding alpha in real estate: why sector choice still matters
Real estate investing requires more than picking properties. Damian Collins of Westbridge Funds Management highlights the importance of sector allocation and asset selection.
Real estate investing requires more than picking properties. Damian Collins of Westbridge Funds Management highlights the importance of sector allocation and asset selection.
Alternative investments have well and truly left the fringes of the investment world and settled into the mainstream. But what exactly are they?
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 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.
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 capital into its large scale urban projects.
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.