insights • economy
Australian Childcare Real Estate Investment MarketCurrently in the growth phase of its life cycle, the childcare sector continues to increase steadily off the back of increased Federal Government funding, download our report here.
Jake McKinnon • May 26, 2025
insights • economy
Economic Budget UpdateIn announcing the 2024/25 Budget, the Federal government is attempting to provide some cost-of-living relief for households while maintaining a path of disinflation.
Sean Ellison • May 15, 2024
insights • economy
Australia Economic UpdateThe 2023/24 Budget is designed to invest in Australia’s long-term growth potential while avoiding stoking further inflationary pressures.
Sean Ellison • May 12, 2023
research • economy
Commercial Real Estate As An Inflation HedgeThis report reviews trends in bond yields, capitalisation rates and total returns, and notes that while the commercial real estate and bond yield spread has narrowed, a well leased commercial property with a strong covenant and appropriate rental escalations should provide an inflation hedge and stronger total returns relative to bonds.
August 22, 2022
insights • economy
Inflation in Focus #2: Office rents to beat inflation in key marketsWhile commercial real estate is often seen as a hedge against inflation, the issue is not necessarily that clear cut. The general view is that unlike fixed income assets such as bonds, the income returns in commercial real estate (i.e. rent) can fluctuate with the market.
Dominic Brown • April 20, 2022
insights • economy
Inflation in Focus #1: Inflation accelerating, but confidence enduresArguably the issue at the forefront of most commercial real estate investors’ minds is that of inflation and what it means for their investment strategy, target assets and target returns.
Dominic Brown • April 18, 2022
