Insights

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. 

As interest rates rise, investment activity falls, reducing activity across the construction sector. This article discusses the impact interest rates are expected to have on future residential supply. 

With the US economy showing signs of accelerating growth despite rising interest rates, Chris Bedingfield discusses the impact of shelter costs in driving disinflation.