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Adrian Harrington

Shopping centres: back to the future as community centres

If retailers and shopping centres are to survive the online onslaught, they need to return to Victor Gruen’s original vision of malls as community centres, rather than focussing only on sales and consumerism.

Institutional investment in affordable housing one step closer

Successful affordable housing initiatives in the UK and indications from Australian institutional investors that they would invest in a similar scheme here are encouraging developments.

Bond markets to help affordable housing crisis

It's easy to criticise governments for a lack of action on social issues, but here's better news on the potential to grow affordable housing using the capital markets.

Have A-REIT share prices bottomed out?

A-REITs have been particularly hard hit by bond rate increases, but most are in much better shape than they were during the GFC. Investors should assess the improved value, but not all listed property trusts are equal in quality.

Seniors living is becoming a mainstream investment

The seniors accommodation sector offers opportunities for investors willing to take a long-term approach, as the population ages and demands a wide range of different types of facilities.

How do unlisted real estate funds generate high income returns?

Part 2 of this two-part series on unlisted real estate funds, or syndicates, looks at gearing, how returns are generated, and the different types of exit strategies.

Latest Updates

Economy

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Investing

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Property

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Shares

ASX reporting season: Room for optimism

Despite mixed ASX results, the market has shown surprising resilience. With rate cuts ahead and economic conditions improving, investors should look beyond short-term noise and position for a potential cyclical upswing.

Property

A Bunnings play without the hefty price tag

BWT Trust has moved to bring management in house. Meanwhile, many of the properties it leases to Bunnings have been repriced to materially higher rents. This has removed two of the key 'snags' holding back the stock.

Investment strategies

Replacing bank hybrids with something similar

With APRA phasing out bank hybrids from 2027, investors must reassess these complex instruments. A synthetic hybrid strategy may offer similar returns but with greater control and clearer understanding of risks.

Shares

Nvidia's CEO is selling. Here's why Aussie investors should care

The magnitude of founder Jensen Huang’s selldown may seem small, but the signal is hard to ignore. When the person with the clearest insight into the company’s future starts cashing out, it’s worth asking why.

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