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30 June 2025
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The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of AI promises to fundamentally change the way we live, work, and play.
Charter Hall has rising margins, decreasing capital requirements, proven earnings growth, and business quality. 2024 earnings guidance is conservative, yet the company trades at a large discount to the ASX 200.
Work-from-home and higher interest rates have whacked the office property sector, both here and abroad. Yet Australia is well-placed to adapt given its resilient demand drivers, quality of stock and sensible gearing levels.
Many Australian listed property trusts (A-REITs) have sold off due to higher interest rates and WFH, but in the sectors of retail, office and industrial, where do recent movements in stock prices now represent value?
Most people are returning to their offices, often three days a week with flexibility. The trend to premium offices supports health and lifestyles, while office designs focus more on collaboration and social spaces.
The pandemic profoundly impacted the way we use real estate but in a post-pandemic environment, tenant preferences and behaviours are now providing more certainty to the outlook of our major real estate sectors.
Employees value WFH flexibility but they also enjoy and benefit from the office environment. Businesses will need to adapt but tenants say office work remains essential for productivity, culture, risk and driving innovation.
As people stayed home during the pandemic, a bearish view swept over most property sectors, but many have thrived and prices have recovered rapidly. The best opportunities are in long leases with quality tenants.
Many listed property stocks were hard hit by COVID, especially in retail, but foot traffic outside Victoria has held up relatively well. Some sectors are now good value for the recovery and less working from home.
Although most office workers are currently WFH, an energy and a buzz comes from working in the same physical space. Other benefits include team building, relationships, talent mentoring and creative collaboration.
Even when the virus is finally contained, the business landscape will look very different. A critical issue is the ability of consumers to find product substitutes. Many people like what they find.
The property market is far from homogeneous, and investors should consider different impacts on residential, office and retail sectors. Is Myer a bellwether for retail changes?
Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.
The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.
You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.
The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.
The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.
Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.