Drew Bowie

Drew Bowie

Drew Bowie

Managing Director, Asset Management

Managing Director, Asset Management

Interest rising | The case for real estate credit

Interest rising | The case for real estate credit

Defensive in nature with a relatively attractive, resilient return profile, by design real estate credit can be shielded from the impacts of inflation. It can be an attractive through-the-cycle option for investors now both cyclically and structurally.

Real estate credit | Survival of the fittest

Real estate credit | Survival of the fittest

In his latest insight, our head of Real estate credit, Drew Bowie, explains why non-bank lenders are not all equal, outlining what makes a great manager and why a careful approach is necessary.

 

Ausbiz interview: A new environment calls for a different asset allocation mindset

Ausbiz interview: A new environment calls for a different asset allocation mindset

 

In an interview with AusBiz’s Kyle Rodda, our Head of Real Estate Credit, Drew Bowie, provides an introduction to the asset class and its advantages in a rising interest rate environment.

 

Real Estate Credit | Investment Series

Real Estate Credit | Investment Series

Through a series of three insight pieces, our Head of Real Estate Credit, Drew Bowie, provides an introduction to real estate credit, exploring its fundamental attributes and advantages.

Avoiding the pitfalls | Choosing a real estate credit manager

Avoiding the pitfalls | Choosing a real estate credit manager

As in all investment decisions, the experience and track record of the asset manager is an important factor. So, what are the key questions investors should ask when considering investing in real estate credit?

Mortgage security | The bedrock of real estate credit

Mortgage security | The bedrock of real estate credit

The cyclical and structural case for investing in the private market alternative of real estate credit is strong. As part of a diversified portfolio, it can offer a reliable and inflation-adjusted income return.

Equally important is the defensive strength and clear line of sight for downside capital protection provided by the security attached to its underlying investment – the first ranking mortgage.

 

 

Ausbiz interview: Residential Real Estate Market

Ausbiz interview: Residential Real Estate Market

A hard landing or soft landing? Given the rapid change in interest rates, many commentators are predicting a hard landing in residential real estate markets. How far will prices fall and should homeowners be concerned?