Opinion

Weekly Update 16/5/2022

Welcome to this week’s property news. Last week’s updated reflected on the impacts of supply chain constraints which are pushing up prices of construction and I reflecting once more on our preferred investment strategy. If you missed this, refer to this link. As I indicated last week, the ability to …

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Weekly Update 9/5/2022

Welcome to this week’s property news. The ASX AREIT index was down -8% last week as high inflation, tighter monetary policy, and COVID-19 lockdowns in China continue to both darken the economic outlook and depress investor sentiment. The fall was the largest weekly fall since the pandemic began in March …

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Weekly Update 2/5/2022

Welcome to this week’s property news. The battle for AMP Capital Real Estate platform appears over now with Dexus agreeing to pay between $250m and $550m for the platform.  Swallowing the once formidable platform will be challenging for Dexus as it doubles Dexus’ funds under management to $55 billion and …

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Commercial and residential outlook: What lies ahead for Australia’s real estate industry?

As Australia’s commercial and residential property sectors cautiously emerge from almost two years of lockdowns and disruptions, 2022 is shaping up to be a big year for real estate, as investors unleash pent-up demand and back the reopening of economies and international borders

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Weekly Update 7/3/2022

Welcome to this weeks Property News. The devastating floods that have ripped through Brisbane, the Northern Rivers and parts of North Western Sydney are a reminder that natural elements can wreak havoc to property but also to people and whole communities. The immense clean up and restoration of peoples homes, …

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Weekly Update 28/2/2022

Welcome to this weeks Property News. A bumper week this week with markets in full swing again across all segments and risk profiles. Half Yearly Results from Stockland, HomeCo, SCentre, Cromwell, Charter Hall and others all point to higher earnings and higher valuations as the economy recovers from the previous …

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Weekly Update 14/2/2022

Welcome to this weeks Property News. Reporting season for the half year results began last week with Mirvac, Centuria, Dexus, Arena, SCA and Charter Hall Long WALE kicking things off. Results were mostly positive with revaluations continuing to show positive growth from slightly sharper cap rates and rental growth. We …

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Weekly Update 7/2/2022

Welcome to this weeks Property News. The property industry returned to work this week in full force with several major announcements hitting the headlines. Allianz’s acquisition of 50% of Darling Quarter for a 4% yield demonstrates once again the depth of capital that exists for quality assets, whilst Sentinel’s acquisition …

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Weekly Update 31/1/2022

Welcome to this weeks Property News. We continue to see evidence of a weight of capital chasing scarce property in Australia. Agents continue to report multiple qualified parties participating in on market campaigns with new entrants emerging from around the globe as the hunt for inflation-proof real assets intensifies. Australian …

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Weekly Update 20/12/2021

Welcome to this weeks Property News. What a massive year we’ve had in real estate. We’ve recorded well over $50Bn of transactions across the key real industrial office, retail and development sectors over the past 12 months, well above last year and even 9% higher than 2019. These results exclude …

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Weekly Update 13/12/2021

Welcome to this weeks Property News. The approaching year end deadline has not stopped the progress of major property deals as the market continues to see funds deployed across the sectors in the hunt for more than just a low passing yield. This weeks news that Blackstone has acquired GIC’s …

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Weekly Update 6/12/2021

Welcome to this weeks Property News. Dexus continues to sell down B Grade office assets to recycle capital into higher return opportunities that exist in their $14.6bn Development pipeline. Last week Dexus sold 383 Kent Street for $385m, and this week the Group sold $201 Miller Street North Sydney for …

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Weekly Update 29/11/2021

Welcome to this weeks Property News. This week we leant of the decision by Independent Board of the AMP Capital Wholesale Office Fund electing to retain AMP Capital as its investment manager. While the recommendation is not unexpected, it is yet be put to the unit holders and so may …

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Weekly Update 15/11/2021

Welcome to this week’s Property News. Major Retail Shopping Centre sales featured heavily again this week as some major landlords continue to sell down their exposure in the troubled sector. Hong Kong listed Link REIT spent $538m to acquire the Sydney CBD Retail Assets from Ipoh Property and Fawkner Property …

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Weekly Update 8/11/2021

Welcome to this week’s Property News. This week is another reminder that those AREITs with exposure to the key wholesale and logistics markets have been best positioned to grow earnings during the COVID restricted season. Goodman and Charter Hall have both upgraded earnings off the back of improved tenant demand, …

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