Argosy: FY23 Result – Initial Thoughts
Argosy (ARG) has delivered a flat FY23 result at the distributable profit and funds from operations (FFO) lines but with adjusted funds from...
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Real Estate Reflections: Gearing Up for Reporting Season
April was a flat month for the listed property sector; Long-bond yields have been range bound for the last eight months, as tight yield spreads...
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Argosy: Last of the March Revaluations
Argosy's (ARG) 2H23 draft revaluations resulted in a -5% reduction in the book value of its portfolio; Similar to its peers, +51bps expansion of...
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Real Estate Reflections: Cap Rates Creep Higher
March was a mixed month for the property sector where interest rates are typically a key driver of LPV sector performance, but despite a -40bp fall...
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Property Insights: Syndicates — All in This Together
Our discussions with commercial property market participants highlighted syndicates as a particular area of concern in the current higher interest...
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