NewsProperty

Spotlight Series: Discover the new Australian megatrend and 3 important things investors should do

October 2021 We recently sat down with Paul Miron, Managing Director from Msquared Capital, who shared his insights on the growing megatrend in the Australian market, particularly with increased interest in non-bank lending, and how the global pandemic has solidified the need for investors to diversify their portfolios. Paul also explained how alternative asset classes…

Thinktank’s evolution in residential lending and inaugural RMBS transaction

September 2021 Content provided by Thinktank When Thinktank, a specialist commercial and residential property lender, recently closed its first residential mortgage-backed securitisation (RMBS) issue for $500 million, it validated a strategy of diversifying from small commercial loans into the residential debt market. In a COVID-19 environment, this diversification has allowed the company to weather the…

InvestingNewsProperty

SMSFs & Property series (Part 1): SMSF investing in property direct

September 2021 SMSF & Property series: Part 1 Written by Mary Simmons, Technical Manager, SMSF Association SMSF trustees’ love of property remains steady, with ATO statistics over the years confirming that residential and commercial property make up about 15% of all SMSF assets. This has been the case consistently over many years, even though the…

Industrial property – the silver lining in the retail cloud

August 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Those thinking that life for the retail sector will return to normal after COVID need to think again. E-commerce has a 26-year track record – Amazon sold its first book online in 1995 – and globally the online retail market is…

Forager’s 2021 Investor Roadshow available for replay

August 2021 Content provided by Forager Funds   The 2021 Forager Investor Roadshow enables investors to gain an overview of the past year. It was a great opportunity for the Forager team to provide investors with an overview of the past year, an outlook for next year and answer questions during a live Q&A. With…

Why the non-bank sector appeals to SMSFs

August 2021 Written by Per Amundsen, Head of Research, Thinktank   The numbers are revealing. According to the consultancy firm Plan1, the non-bank lending sector’s slice of the commercial real estate debt market is set to grow rapidly over the next three years to an estimated $50 billion by 2024. As the banks, especially the…

VGI Partners Global and Asian Investments

July 2021 Content provided by VGI Partners VGI Partners is a global equity manager with concentrated strategies comprising long investments and short positions in Global, and Asian listed securities. With offices located in Sydney, New York, and Tokyo, VGI Partners offers two listed investment strategies: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian…

Red hot IPO market

July 2021 Content provided by Forager Funds   It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity being at its highest in the last 10 years. While a lot of these listings have been in the mining space, as they often are in Australia,…

Higher interest rates … unlikely before 2022

July 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank There’s no question many self-managed super fund (SMSF) trustees have always been attracted to cash and term deposits. Quite clearly the capital security and liquidity they offer have consistently held strong appeal. Based on the latest ATO numbers to 31 March…