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17 September 2026
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Development feasibility is no longer cyclical; it is structural, selective and location‑led. The Dexus team identifies where economics are working, where feasibility is emerging, and how constrained supply is reinforcing the value of existing assets.
Australia’s real asset markets are evolving amid elevated inflation, geopolitical uncertainty and a more volatile interest rate environment. These conditions have driven a widening divergence between listed and unlisted real assets over the quarter.
Dexus Research has released its Q1 2026 Australian Real Asset Review, revealing continued improving real estate returns, despite an uncertain economic environment.
Dexus Research's Real Asset Review for Q3 2025 describes the key trends in Australia's main real asset market including commercial real estate, healthcare and infrastructure, including a spotlight on office performance.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.