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Hear from industry experts on what is really driving property markets today, and what you could expect ahead.

Property

Rob Rayner (RF CorVal) - Risk adjusted returns in property

In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob's outlook for property assets...
David Clark
Koda Capital
Property

An ASX company providing inflation protection during uncertain times

The port in a storm: Resilience, inflation protection, and option value
TCL
Ofer Karliner
Magellan
Property

Australia's property outlook for 2023

In this article, we spotlight some of the key factors underpinning the performance of the various Australian property market sectors.
Philip Ryan
Trilogy Funds
Property
Sponsored

Defy the downturn: The listed property fund manager targeting double-digit investment returns

Australian commercial property is not created equal and neither are the return profiles of the various assets, as Elanor Investors Group's diversified portfolio...
Livewire Exclusive
Livewire Markets
Success and More Interesting Stuff

The boy from Adelaide who rescued Australia’s failing property sector

He built the rescue plan for commercial property in the mid-1990's and became one of Australia's top bankers. Now he is building a mini-Macquarie Bank.
Matthew Kidman
Centennial Asset Management
Outlook Series

The changing face of Sydney property (and two stocks with the pricing power to play it)

You don't need to buy a home to gain exposure to Australia's property market.
REA
Simon Shields
Monash Investors
Property

Chart of the Week - The housing market is at risk

US Housing Market — Sudden Stop: As a result of the rate shock (a 3x jump in indicative servicing costs for a new mortgage), inflation shock (surge in living costs...
Callum Thomas
Topdown Charts
Property

A tale of two cities: Singapore and Hong Kong

As economies around the world recover from the Covid-19 pandemic, demand for global talent has intensified. This has played out in a pronounced way among two...
Corrine Ng
Dexus
Property

More than bricks and mortar: commercial real estate in a post-COVID world

In our latest interview for the Praemium Investment Leaders Series podcast, Praemium’s Damian Cilmi, Head of Investment Managers and Governance, interviewed Miriam...
Damian Cilmi
Praemium
Fund in Focus

There is a historic investment opportunity in the market today

Throughout investing history, those with the best information have tended to fare better than the rest. Sure, you need to know what to do with the information. But...
Justin Pica
CBRE Investment Management
Property

The inflation hedge trading at a 23% discount

Property assets have been swept up in this year’s sell-off. On the face of it, it’s easy to see why. When rates go up, property assets get hit hard because property...
David Thornton
Livewire Markets
Property

Alarm bells ring for commercial property

One of the fascinating dynamics in the transition to this new normal where the search for yield is dead is that many asset classes – and the investors who populate...
Christopher Joye
Coolabah Capital
Property

We've had the housing boom, here comes the house price bust

Following a week-on-the-road meeting with clients, the most common questions I’ve been asked surround interest rate rises. Some of the effects of rate increases...
Randal Jenneke
T. Rowe Price
Property

The RBA changed its tune on housing prices. Here’s what that means.

Mortgage holders are having a truly *wonderful* year. Our repayments are jumping at a rate of knots. Of course, we aren’t the only ones. The increasing cost of...
Sara Allen
Livewire Markets
Property

The qualities of a top-tier property stock

It's what every long-term, sensible investor craves when the chips are down - quality. And in this market, quality is tough to find when all the best public assets...
MGR
Hans Lee
Livewire Markets
Property

Have A-REIT risks been overblown?

Another listed property (A-REITs) reporting season has come and gone. In Financial Year 2022, a period defined by rising inflation, it is no surprise that interest...
Damian Diamantopoulos
Australian Unity
Property

A closer look at US housing

Deja-vu? If we were to rewind back to the years leading up to the global financial crisis (GFC) of 2007/08, some key economic factors stand out. House prices were on...
Chris Bedingfield
Quay Global Investors
Expert Insights

Why commercial property deserves a place in an "all-weather" portfolio

Warren Buffett once said that "diversification is protection against ignorance". And in a market where timing is more critical (and more challenging) than ever, many...
TCL
Hans Lee
Livewire Markets
Property

Australian property market affordability update

October 2022  Australian property market prices are falling, and rents are rising rapidly. Interest rates are rising even faster. Affordability statistics have...
Damien Klassen
Nucleus Wealth
Expert Insights

Where the best yields will be found in commercial property

There has been no shortage of headlines and predictions for residential property prices in the last year. As late as January this year, CoreLogic data revealed that...
SGP
Hans Lee
Livewire Markets
Property
Sponsored

The fund focused on creating value, not just paying for it

Realside's focus is on creating value, not just paying for it. With that in mind, Realside is partnering with Lendlease to purchase 108 St Georges Terrace, an A+ grade...
Livewire Exclusive
Livewire Markets
Property

Conviction, discipline…and the opportunity of a lifetime

When you’re involved in a deal to buy a single asset for north of $300 million, and asking investors to come along for the ride, you better have done your homework and...
Livewire Exclusive
Livewire Markets
Property

Chart of the Week - US Housing Better and Worse

Housing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios have come down a lot — meaning...
Callum Thomas
Topdown Charts
Income Series

Conviction and certainty: Meet the fundie betting big on the return to the office

When investors are asked for the one thing they dream of having more of, chances are they want more certainty. In an environment where a lot of listed assets have...
Hans Lee
Livewire Markets
Property

Where to find reliable returns in a volatile commercial property market

Recent months have tested the nerve of Australia’s commercial property investors, with inflation, rising rates, recession concerns and a turbulent construction...
Damian Diamantopoulos
Australian Unity
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