construction

Weekly Update | 11th November, 2023

National insolvencies are still rising.

Using comparable sales as a measure of value for real estate is a trap. Here's how you should be valuing property instead.

Investors are looking for shelter amid rising inflation and interest rates. So where can they go? Private credit could be one place. "Private credit allows investors...

Episode three of Success and More Interesting Stuff features Rob Millner, the patriarch of Washington H Soul Pattinson. Soul Patts is the closest investment vehicle...

It is no accident that Chinese mega property developer Evergrande is struggling to stay ahead of its creditors and nor is it alone – it is all part of the central...

There are decades of Australian banking failures from which investment managers can learn strict prudential discipline. And yet, many only draw from their own...

Often when people think of unlisted property funds, they consider an equity investment in a physical real estate asset. However, an alternative real estate vehicle is...

December sees big end to the year—over $1bn in awardsDecember saw another big month of contract awards in the BP E&C Index, with over $1bn of awards estimated to have...

If “a picture tells a thousand words”, imagine what 12 can do. We've pulled together 12 charts that we think are interesting for investors right now, including our...

The current 25-year credit cycle has seen Australian household leverage rates move to record levels versus all other developed markets. This degree of leverage is...

Structurally, Australia’s growth model has been deteriorating for most of the past two decades and is now arguably one of the poorer examples in the developed world....

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure...

Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing IS the business cycle”. In this paper he studied the causes of every US...