The financial markets and industries could undergo changes due to Trump's presidential victory in the 2024 election. His pro-business agenda on taxes, deregulation, and continued support for traditional energy industries may affect Wall Street considerably. While some sectors, such as finance, energy, real estate, and defence, may expect positive policy revisions, the precise implications on…
Real Estate
The $2.7bn Domain takeover bid stole the headlines today. Shares in Domain (predictably) surged from their $3.13 close the day before to match the $4.20 bid and more. Shares in major shareholder Nine Entertainment (ASX:NEC) increased as well, whilst shares in rival Rea Group (ASX:REA), which owns realestate.com.au, fell 10%.
The specifics of the Domain takeover…
How much longer will Star Entertainment stay afloat? By now it seems a fait accompli that Star Entertainment (ASX:SGR) will collapse - it is question of when and not if. It had a cash balance of $79m as at the close of CY24, is burning through $50m every month, its debtors have had a gutful…
Ingenia Communities has made upgrades to its FY25 earnings estimates of the strategic fundamentals and growth possibilities. The communities and holiday parks are the key focus areas, and the company will have an added advantage of the ageing demography in Australia and an increase in domestic tourism. The use of acquisitions and developments to fuel…
In the fast-changing world of REITs, Arena REIT is one of the most attractive players in the field. The strategy of focusing on community infrastructure is evident in Arena REIT’s portfolio, creating value for any investors who put their trust in the firm. As we look forward to the year 2025, the company has received…
Australia's property sector is critically important to the country's economic stability. Among the key players, Stockland (ASX:SGP) has diversified exposure to a huge quantity of real estate. Based on its long past and current strategic positioning, the Company is now one of the significant entities in the entire property development and management landscape. But the…
Is there a future for ESG investing under Trump? And if so, does it still appear as lucrative? Let's take a look at these questions.
Recap of what ESG is
Environmental, Social, and Governance (ESG) is a framework used to evaluate a company’s impact on the world beyond its financial performance. ESG criteria help investors assess…
The $3bn Digico Infrastructure REIT IPO will happen before Christmas and be 2024's largest IPO - easily usurping Guzman y Gomez (ASX:GYG). Let's take a look at what you need to know about the listing.
The Digico Infrastructure REIT IPO is Focused on data centres
This REIT will be run by David di Pilla's HMC Capital…
If you know another sector that has spent longer in the doldrums post the Corona crash other than ASX office REITs, tell us about it.
Prior to the pandemic, you might have thought they were amongst the safest investments on the ASX. After all, they were in many instances backed by long-term leases that were only…
For years, investors have heard hype about the Build to Rent, but the hype has not matched reality...until now.
What are Build to Rent Apartments?
As is self-explanatory from their name, these are apartments built exclusively to be rented. They are owned by institutional landlords or funds. This business model is well established in other Western…
