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18 September 2025
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Part 1 of this two-part series on unlisted real estate funds, or syndicates, explores their characteristics and most importantly, how the Net Tangible Asset calculation can be misleading. Every syndicate is unique.
Given the strong returns from most real estate markets in recent years, investors are asking whether there is more upside potential in this cycle, and what is likely to do well.
Demographic and social changes, longevity, cash-strapped governments and higher density living are all driving a shift towards investments in real estate social infrastructure. Here are some risks and benefits.
Amid the ups and down of the current A-REIT reporting season, the listed real estate sector performed relatively well, and most managers have not been tempted to boost returns by increasing gearing.
Despite having one of the world’s largest pools of capital through the superannuation system, Australia’s institutional investors, including listed trusts, have shunned investment in private rental accommodation.
Non-residential property has been a key beneficiary of the hunt for yield, and for good reason. The lure of high and relatively stable income is driving investors to bid up property prices.
Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail. Can they continue to grow at current rates, and if so, what are the implications for the economy, work and markets?
With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.
Retiring with debt may have advantages. Maintaining a mortgage on the family home can provide a line of credit in retirement for flexibility, extra income, and a DIY reverse mortgage strategy.
The ASX is shrinking not by accident, but by design. A governance model that rewards detachment over ownership is driving capital into private hands and weakening public markets.
The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.
Trade is now a strategic weapon, reshaping the investment landscape. In this environment, resilient companies - those capable of absorbing shocks and defending margins - are best positioned to outperform.
The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.