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Self-funded retirees taking a shine to commercial property

Industrial and convenience retail are the real estate hot spots offering growth, solid and regular yield and capital security. Little wonder it is attracting SMSF investment – especially with lower interest rates beckoning.

Nicholas Way | 12th Feb 2025 | More
Retirees take heed – conservative portfolios can come at a cost

Growth and balanced super funds shot the lights out in 2024 off the back of bullish international equity markets and a weaker Australian dollar. While it was a standout year, Chant West research shows their returns were in keeping with the historical trend.

Nicholas Way | 22nd Jan 2025 | More
  • The investment appeal of neighbourhood shopping centres

    While industrial remains the commercial property sweet spot, convenience retail, which is largely immune to e-commerce, is proving an excellent defensive asset.

    Nicholas Way | 11th Dec 2024 | More
    The cost of aged care: Its bark is worse than its bite

    Australians can be confident that when the time comes to leave the family home and move into aged care, they will be given the appropriate support.

    Anthony Asher | 4th Dec 2024 | More
  • Why baby boomers are opting to retire their industry fund

    APRA-regulated funds, especially profit-for-member funds, have had a good innings during the accumulation phase. It’s proving a different story in the decumulation phase with a growing number of members demanding a far more nuanced service.

    Drew Meredith | 27th Nov 2024 | More
    Investment, structural tailwinds underpin industrial property demand

    Increasing e-commerce penetration, population growth and rising construction costs will ensure supply for this commercial real estate sector remains tight.

    Nicholas Way | 27th Nov 2024 | More
    Gold might be any port in a storm in a Trump universe

    While a surging gold price is on hold as the world adjusts to a Trump presidency, all the factors that saw its price rise more than 50 per during his first term in office – trade disputes, fiscal deficits and geopolitical tensions – are almost certainly guaranteed the second time around.

    Nicholas Way | 20th Nov 2024 | More
    What Trump’s second coming means for self-funded retirees

    History suggests that economics, not politics, has the biggest influence on markets. But that thesis could be tested when the 78-year-old Republican returns to the White House with a suite of proposals that will have implications for geopolitics, globalisation and financial markets.

    Nicholas Way | 13th Nov 2024 | More
    Trump victory could weaken US dollar, benefitting some Aussie stocks

    A Trump victory on Tuesday is likely to rattle currency markets expecting trade wars and fiscal stimulus to be major policy consequences. Investors will need to be alert to their currency exposure, as well as appreciating it could provide opportunities to acquire Australian equities with US exposure.

    Jamie Nemtsas | 30th Oct 2024 | More
  • Older generations have ‘critical’ role to play in financial education

    It was Crosby Stills Nash and Young who wrote that immortal 1970 tune, Teach Your Children. That’s exactly what Selfwealth’s Craig Keary is advocating to ensure the estimated $3.5 trillion wealth transfer to future generations over the next 25 years is not squandered.

    Nicholas Way | 16th Oct 2024 | More
    Cap rates critical to assessing commercial property investment

    No different to the bond market, commercial property prices rise as interest rates fall. With growing expectations that the Reserve Bank will cut rates, self-funded retirees need to consider now whether they want a slice of this asset class.

    Nicholas Way | 16th Oct 2024 | More
    ‘Just a little crazy’: SMSF retirees continue to shun fixed interest investments

    Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the defensive benefits it can deliver.

    Nicholas Way | 18th Sep 2024 | More
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