Daniel Hargraves

In his latest insight, Fund Manager Daniel Hargraves explains what makes alternative real estate ‘alternative’, the advantages of these operational assets, and the key factors driving rising investor demand.

Marinas are a specialised alternative real estate asset providing a critical function within Australia’s recreational boating industry. Underpinned by positive sector fundamentals, marinas are a defensive investment generating operating cashflows that provide protection from inflation risk and the potential to deliver attractive long-term risk adjusted returns.

As higher inflation and interest rates place pressure on household budgets, where are Australians prioritising spending?

In his latest insight, Hospitality Fund Manager, Daniel Hargraves explains why we believe despite these headwinds the renewed focus on social connection and community and the simplicity of the local hotel (pub) as a reliable, relatively low-cost, quality form of entertainment offers a viable option for the summer ahead – as it has done for over 100 years.

Amidst talk of higher inflation and recession reverberating around the globe, many investors are taking a cautious stance in allocating investment capital. Defying the ‘wait and see’ approach is Australia’s booming hotels (or pubs) sector.