The changing nature of property transactions
Real Estate Source
7 Feb, 2022
Property transactions are changing - new mechanisms reflect the increased maturation and competitiveness of the market. Exactly what is changing, what are the drivers and what does it mean? In… 
An alternative viewpoint- musings on debt and liquidity
The Australian
4 Aug, 2021
There was recently an article in the Australian Financial Review on unlisted property, debt and liquidity which raised some points we felt required further consideration, which is the subject of… 
How to avoid being blinded by investment ‘thematics’
24 Feb, 2021
‘Thematics’ have been a key driver of property investment decisions of late. Our view is that these are often overemphasised and should be considered secondary to more important investment fundamentals.… 
Patience and discipline will create opportunity
3 Sep, 2020
It will come as no surprise to many of our investors that we have found it immensely difficult to find value in markets in the last few years. Falling interest… 
Investors and fund managers can no longer ignore the link between ESG, risk and investment outcomes
3 Jun, 2020
Environmental, Social and Governance (ESG) criteria are fast becoming key drivers to investment allocation and outcomes. 
How might the pandemic impact office accommodation requirements?
26 May, 2020
COVID-19 has seen a massive shift in short term workforce dynamics. Given the obvious destabilisation that this situation is creating, there has been a lot of conjecture on the likely… 
Can social objectives be used to drive investment outcomes?
6 Feb, 2020
Value capture’ is an important mechanism in funding urban and social infrastructure. Unfortunately, it is not applied enough and is often poorly executed. What is it and how can it… 
How do lease incentives and property valuations work?
1 Jul, 2019
Lease incentives materially impact property valuations, and vary significantly between different states and markets. What do they mean and what are the impacts for asset owners or investors? Lease incentives… 
Ruminations on a real estate cycle
1 Dec, 2018
We are humble enough to recognise we don’t always get things right. In fact, we have been wrong about plenty of things along the way. To be successful, half the… 
