We prepare concise notes on the questions that matter to buyers and investors, researched the way we research an acquisition: data first, conclusions second. Ask us for any of the notes below, with more available on request, and follow our latest thinking on LinkedIn.
The Budget, Negative Gearing and the Commercial Shift
Why commercial assets that produce income now belong in every serious portfolio conversation, and what the numbers actually say.
AVAILABLE ON REQUEST
Industrial and Logistics: The Income Backbone
Long leases, national tenant demand, and what to pay per square metre in the markets that matter.
AVAILABLE ON REQUEST
Reading a Lease Like an Institution
WALE, ratchets, incentives and outgoings, the five clauses that decide whether a yield is real.
AVAILABLE ON REQUEST
Off Market: How It Actually Works
What “off market” really means, why vendors sell quietly, and how buyers get to the table first.
AVAILABLE ON REQUEST
Timely market commentary and shorter notes are shared by our Principal, Derek Lazarus, on LinkedIn. For any of the briefing notes above, just ask and we will send you the relevant one.