Temperatures rising – The street’s the place to go
Inflation, bond yields, wage rises, labour shortages, cash rates… the list goes on – and they all affect shopping centre valuations. There’s so much negativity around at the moment regarding...
The role of inflation in shopping centre values
The world is changing! Inflation has arrived, unemployment is down and wages are on the increase. What has been ‘normal’ for the past decade is now abnormal. Someone’s kicked the...
Mind the Gap
Cap rates used to move in predictable ways. There was always a constant and definable relationship between Cap rates and Bond rates. Not anymore. Today, it’s like someone’s kicked the...
Volatility is the new black
The Australian risk free rate has been rising since mid 2016 following a global trend. Bond yields, rate rises, cap rates – all heady stuff but the absolute core of...
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