Real Estate / REITs
Investment Analysis: Goodman Group (ASX: GMG)
Company Overview Goodman Group is a global owner, developer and manager of industrial logistics assets and data centres. They focus on major gateway cities that…
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Further Analysis & Commentary
Australia’s New 5% Deposit Rule Could Supercharge the Housing Market, But Supply Remains the Achilles’ Heel
A Game-Changing Shift in Housing Policy In one of the most significant housing reforms in recent years, the Albanese Government is preparing…
Australian Housing Market Reheats on Rate Cuts, Policy Support
Australia's housing market has re-accelerated: national home values rose 0.8% in September, the fastest monthly gain since October 2023, with…
RBA Holds at 3.60%: A “Wait and See” Amid Inflation
The Reserve Bank of Australia (RBA) holds the cash rate at 3.60% in its latest meeting, opting for caution in…
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Monthly Investor Memo
September 2025