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Brilliant Investment Thinking by Advisers for Advisers.
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New real estate value cycle 'close at hand': Invesco

Real estate income will face challenges in the new value cycle, Invesco says, but investors will have the chance to build growth if they lean into secular...

Why infrastructure’s best feature is ‘misunderstood’ 

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is...

Nextgen property funds bringing a new factor into the equation: Certainty

While Australian property is a surging market, the funds that provide broader access to it have lacked ingenuity for some time. That is changing, however, with...

Barwon and the value of relationships in fund building

“We aim to be considered the ‘safe pair of hands’ when investors look to invest in Specialist Disability Accommodation,” says Barwon's Joss...

Why healthcare has done relatively well in the commercial property convulsion

As Australian healthcare expenditure continues to rise and investors move deeper into the sector, healthcare property is well placed to continue its...

Beyond Nvidia: How listed real assets can also benefit from the AI boom

You don't need to invest in the world's most expensive stocks to benefit from the AI boom, with the sector's tentacles stretching much further than the...

Real estate's triple play: The clean, the changeable and the 'out of sync'

All verticals in commercial real estate have become problematic in the last five years, but there remain pockets of opportunity. Figuring out which of those...

Partnerships beat mass market solutions for real asset fund provider Alceon

Alternative fund manager Alceon and advice group Findex reflect on the genesis of Alceon's Australian Property Fund, and why a finite number of key...

Supply comes into housing market as new property dichotomy emerges

All major cities had an increase in national property listings during the month of February, but when you pan out and look at the YoY figure, some eye-popping...

Breaking traditions and investing for real estate’s new era

In real estate, investors need to think more broadly than the traditional sectors of office buildings and shopping centres. Digital infrastructure and...

Seasonal change deepens property rental market extremes: SQM Research

The nation's rental crisis is deepening, with available dwellings across major cities at just one per cent and the asking price for rents reaching eye-watering...