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27 April 2024
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Global REITs have been out of favour for some time. While office remains a concern, the rest of the sector is in good shape and offers compelling value, with many REITs trading below underlying asset replacement costs.
Baby boomers will account for a third of population growth between 2024 and 2029, making this generation the biggest age-related growth sector over this period. They will shape the housing market with their unique preferences.
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.
The Build to Rent sector is embryonic in Australia, representing less than 0.5% of housing stock across the country. Is this burgeoning asset class set to take off and deliver for both investors and tenants?
Land lease housing has become increasingly popular in Australia, especially among retirees, as it appears like a way to get cheap housing that is also a good investment. But regulatory quirks mean we all pay.
While most property segments had a tough 2023, retail was comparatively resilient. The prospects for large retail assets catering to the likes of furniture and appliance stores look especially attractive for this year.
By our estimate, housing is 40% overvalued, making it one of the world's priciest assets and even more expensive than the 'Magnificent Seven' US tech stocks. That doesn't bode well for future returns from property.
Everyone seems to have an opinion on house prices and not all of it is based on fact. Here is an analysis of the current supply and demand factors influencing residential property and the stocks poised to outperform.
Rising interest rates have hammered ASX property REITs, many of which are now trading at large discounts to their net tangible assets. Are A-REITs a major contrarian opportunity or another market value trap?
Parts of commercial property are facing challenges from changing work habits, but in Industrial and Logistics, it's the opposite. Growth in online retailing and shortage of facilities is driving demand and rents higher.
Industrial property has been Australian real estate’s star performer for a decade, notching up an annualised 10-year return of 14.2%. The big question is whether this can continue, and here the pros and cons are weighed.
It's a puzzle that many people want both more homeownership and more landlords and rental housing. Increasing the ratio of homeownership to rental out of the stock of homes means landlords selling on balance.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.