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5 November 2026

Home / Author: Charter Hall

Charter Hall

Australian Industrial & Logistics Outlook

Australia’s industrial and logistics property market is poised for accelerated value growth, supported by strong economic conditions, resilient  demand, and long-term structural drivers, providing a solid foundation for recovery and expansion.

Real estate outlook 2016

Since the lows of the GFC, all three real estate sectors – residential, non-residential and listed A-REITs – have delivered positive returns. After six years of an up cycle, it is not surprising that investors are increasingly questioning “is this as good as it gets?” There are signs emerging across all three real estate sectors suggesting investors should exercise caution in the year ahead.

Smart cities

Cities are the engine room of the economy. They provide the setting to facilitate economic activity, innovation and a cohesive, prosperous society. However, at no other point in history have our cities been under pressure like they are at present.

Private equity real estate – adapting to the cycle and the future

This is not a traditional White Paper but ‘hot off the press’ is a copy of today’s presentation to the PIR Conference 2015. It contains many useful diagrams with commentary on unlisted real estate.

Real estate outlook: This time it’s different – is it really?

Listed property group Folkestone’s latest thinking on the outlook for residential and non-residential real estate and the A-REIT sector. Folkestone warns not to ignore property cycles despite the current level of optimism, as every period of exuberance ends in tears for some participants.

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Superannuation

Superannuation’s structural failings

Politicians are fighting over access to super, but they may be arguing about the wrong thing. The system’s three fundamental flaws have been hiding in plain sight for decades, costing Australians far more than they realise.

Planning

The great wealth transfer myth

Why do some families preserve wealth for generations while others struggle to? As the great wealth transfer unfolds, the determining factor is often not the structure of the estate, but the preparation of those who will inherit it.

Investment strategies

What comes after bank hybrids?

For years, bank hybrids have been a cornerstone of portfolio income. With tens of billions of dollars now disappearing from the market, investors face a critical question: what comes next, and are the obvious replacements enough?

Investment insights from the US

What happens when knowledge becomes a commodity? The latest themes emerging from the US tech sector suggest AI could reshape company moats, disrupt incumbents and create winners and losers in unexpected places.

Investing

Can Berkshire thrive without Buffett?

Warren Buffett's departure marks the end of an era. But the more important question for investors is whether Berkshire's culture, discipline and capital allocation framework can survive without the man who built them.

Retirement

The Bengen 4% Rule: Lost in translation

For years, retirees have been told to focus on withdrawal rates. But the real question is far simpler: how many dollars can you safely spend? The answer may be very different from what conventional retirement wisdom suggests.

Interest rates

Super low interest rates came with side effects

For more than a decade, investors lived through an era of near-zero interest rates. With bond yields now surging, it's worth asking whether cheap money solved economic problems, or introduced a much larger set of risks.

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