Serious investment thinking that doesn’t take itself too seriously.
Our professorial contributors illuminate the latest academic research in real estate and economic policy
Recapitalisation - why now? A recapitalisation cycle is underway across the Australian commercial property sector. The drivers, in common with markets in other developed countries are financial and physical. What differentiates Australia is the structure of the financial and commercial property...
Housing is a topic that gets everyone riled up. Where you live is a sign of success, socially and financially; we take pride in what our houses are like and certainly their...
How GameStop’s landlord was too slow off the mark with an opportunistic equity raise. There are two main areas that cause confusion between participants in the public (listed)...
Suppose you lent someone $100 and when they paid you back they only handed you, say, $99 or $80. Would you consider the borrower to have kept his promise and contractual...
Rising interest rates are of concern for global economists and practitioners, as an increasing level of government bonds have been employed throughout the world during the Covid...
By ignoring the wisdom of those with more experience, we end up repeatedly revisiting the same issues. “History repeats itself over and over again, but most of us have short...
As a once-devout environmentalist, I have a T-shirt with a slogan heavily used by activists. Often credited to the Abenaki Alanis Obomsawin, it speaks directly to our...
'The future is not some place we are going, but one we are creating.' John Schaar, Legitimacy in the Modern State (1981). The last year has been a challenge for the property...
China is close to launching nine infrastructure REITs to finance national infrastructure projects (eg, industrial parks, warehouses, tollways, sewage plants) for the first time,...
Tax increases are bad fiscal policy, but that doesn’t necessarily mean that they are politically unpopular. Indeed, many voices in the establishment...