Insights

Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.

Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.

If there was one dominant real estate investment theme this past year, it’s data centres.

In the absence of a change in fiscal policy, the consumer and policy cycle will repeat until interest rates approach zero (again).

We’re often asked how the price for our investees and our overall portfolio compares to its underlying asset value. In particular, we’re asked whether the current market price is below or above the book or direct property value of the REIT’s assets.

In the aftermath of a volatile macroeconomic year, this article delves into the global real estate outlook for 2024, highlighting some interesting themes across senior housing, retail, industrial, Japan and data centres.

As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what's to come. 

Livewire's Signal or Noise assembled the country's top property experts for their annual show focused on the Australian housing story.

While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector.