The days of ‘NICE’ – the Non-Inflationary Consistently-Expanding market – are gone, with the world of ‘WINE’ – Wild Inflation, Negligible Expansion requiring a marked shift in investor strategy in the coming years.
The market is now expecting interest rates to remain higher for longer. A lot of the investment strategies that relied on low rates no longer deliver the same returns. Investors are keenly seeking an effective hedge against higher interest rates.
Australian real estate credit is well poised to deliver for investors with resilience across the cycle and provides a strong hedge against high-interest rates, offers compelling risk-adjusted return opportunities, and is negatively correlated to real assets and equities. This sector benefits from structural tailwinds and a widening funding gap due to heavy regulatory pressures on the banking sector.
Join us to explore the:
- Shifts in market dynamics
- Compelling aspects of this asset class in an Australian context
- Commercial real estate sector outlook; and
- Accessing compelling investment opportunities in the unlisted market.