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Whitepapers: Cromwell Funds Management

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Redefining the office flight to quality: a Sydney CBD case study

On face value, it’s easy to see why the 'Premium is best' narrative has emerged – but there’s more to the story! Greater diversity of spaces is needed to support focused work, collaboration, and flexibility, with implications for building layouts and landlord-led fitouts.

The physical office in a hybrid world

The trend towards hybrid working was already in motion prior to the pandemic, but has been accelerated and solidified by it, establishing it as the norm. For informed investors, filling the supply gap by providing office space suitable for modern occupation brings performance opportunity.

The polarisation of the office market

Views on the short and long term changes expected in occupier demand for office space as ESG compliance and hybrid working specifications become key requirements, and how this influences the market dynamic and opportunities for investors.

Practical application of ESG and investment strategy

Affording significant weight to ESG for investment decisions is prudent for real estate investors regardless of whether they have altruistic or financial motivations given that ESG-based strategies deliver superior long-term capital protection, creation and growth.

Stock in focus: Sydney Airport

Cromwell completed its takeover of Sydney Airport in March 2022 marking the conclusion of 20 years as a listed entity. The journey has been long and colourful, with many lessons learned along the way in terms of aviation, finance, governance and politics.

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2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

Five months on from cancer diagnosis

Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise. 

Welcome to Firstlinks Edition 552 with weekend update

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

  • 21 March 2024

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

The public servants demanding $3m super tax exemption

The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.

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