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Brilliant Investment Thinking by Advisers for Advisers.
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Advice

Property advice for financial planners, covering investment property, debt strategy, and residential exposure within client portfolios.

Why assisted living is becoming a global REIT conviction call

The Dexus Global REIT Fund’s assisted living exposure points to a broader portfolio construction choice for advisers: how much of the next real estate cycle...

Could the Federal Budget be a windfall for disability housing investors?

Barwon Investment Partners says the Federal Budget's proposed CGT and negative gearing changes will drive fresh capital toward Specialist Disability...

Property recovery is underway yet healthcare is still catching up

Healthcare property's entry point is closing. Barwon's Tom Patrick says the next 18 months are the ones that matter

The misunderstood property niche drawing serious institutional capital

Barwon’s Joss Engebretsen says specialist disability accommodation has been mis-sold, misread and too quickly dismissed, despite offering high yields,...

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...

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...

Property listings surge as prices hit record highs: SQM Research

It may not be a boom, but the marked increase in new listings, total listings and aggregate asking price for properties across the country in September...

Rate hikes and mortgage stress will lead to increase in distressed selling: Analysts

Rate hikes are causing anxiety for Australian mortgage holders, with new research showing seven out of 10 worry about missing repayments. As large numbers of...

'Macro event' to erase property market's 2023 gains in second half of the year: SQM Research

The domestic economy is reaching a tipping point, says SQM Research's Louis Christopher, with the property market only a step behind. Valuation increases...

Don't fear the headlines, residential property remains resilient

It's easy to get a negative view on property if you only look at the headlines and ignore the data.

Mixed views on Federal Government property proposals

The Liberal Party joined the ALP in focusing on housing affordability during their formal campaign launch this week.