Investment
Real asset investment coverage for advisers, including property, infrastructure, and inflation-linked income strategies.
- Alec Cutler
- Contributor
- Cristina Lee
- Drew Meredith
- Francyne Mu
- Giselle Roux
- Greg Bright
- Ishan Dan
- James Dunn
- John Taylor
- Joss Engebretsen
- Lachlan Buur-Jensen
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Matthew O'Leary
- Nicholas Way
- Nick Langley
- Nicki Bourlioufas
- Rob Prugue
- Sophie Bannerman
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
Next-generation infrastructure: growth without giving up the downside
Partners Group's Marc Meier says next-generation infrastructure keeps the asset class's downside protection while adding real growth, and that secondaries are...
Why step-down care accommodation is drawing private capital
ASA Real Estate Partners’ Tim Slattery sees purpose-built homes for Australians with life-changing injuries as a source of long-dated, inflation-linked...
Why scale is often the disqualifier in metro industrial property
The industry treats scale as the ultimate advantage in industrial property. Centennial’s CEO Paul Ford argues it’s not the be all and end all : in...
Infrastructure stopped being a defensive allocation and nobody told the price
Ausbil’s Jonathan Reyes says infrastructure has become a growth asset class because power is the binding constraint on the AI build, and that private wealth...
From delivery hubs to defence dollars: how Trilogy Funds reads the new industrial map
Trilogy Funds is set to acquire a near-15,000 square metre logistics facility at Darwin's East Arm, its third Northern Territory purchase, as industrial...
Why the headline yield is the least useful number in an income fund
Most assessments of income investments begin and end with the distribution yield. The Barwon Disability Accommodation Fund shows why that number tells only...
Evergreen infrastructure: why the redemption terms deserve a closer read than the return target
I Squared Capital launches an evergreen private infrastructure fund for Australian wholesale clients, as advisers weigh redemption caps and valuation lags...
Energy: the shortfall no price rally can fix
Datt Capital's Emanuel Datt argues the world is running a structural energy deficit that a price rally will not fix. For advisers, energy investing in this...
FinCap's Helm takes shape with five private markets managers
FinCap has confirmed the first five managers behind Helm, its private markets portfolio range, giving wholesale advisers access from $100,000 with no capital...
Beyond income: what unlisted property actually does in a private wealth portfolio
Unlisted property investment has shifted from a selective add-on to a structural allocation. Advisers explain how sizing, liquidity and active management shape...
Stable earnings, rising capex, better value: the case for listed infrastructure
ClearBridge’s Shane Hurst says the listed infrastructure sector is being driven by a rare mix of growth, income and earnings stability.