by Ekrem Duman | Aug 1, 2026 | Australia Company Stories, Property & Construction
⚡ TL;DRAustralian real estate investment trusts — Goodman, Scentre, Stockland, Mirvac, Dexus, GPT, Vicinity and others — are among the most widely held assets in the country and among the most misunderstood. A REIT is not a property business in the...
by Ekrem Duman | Aug 1, 2026 | Australia Company Stories, Property & Construction
⚡ TL;DRLendlease spent two decades pursuing a strategy that made intuitive sense and destroyed shareholder value: taking Australian development and construction expertise into major global cities to deliver multi-decade urban regeneration projects. The projects...
by Ekrem Duman | Aug 1, 2026 | Australia Company Stories, Property & Construction
⚡ TL;DRAustralia’s National Housing Accord set a target of 1.2 million new homes over five years to June 2029. After 21 months, 307,635 homes had been completed against a required 420,000 — a shortfall of 112,365 dwellings, roughly 27% behind...
by Ekrem Duman | Aug 1, 2026 | Australia Company Stories, Property & Construction
⚡ TL;DRGoodman Group spent three decades assembling industrial land close to major cities for warehouses, and then discovered that the same sites — with grid connections attached — were worth far more as data centres. Its portfolio reached A$87.1...
by Ekrem Duman | Aug 1, 2026 | Agribusiness, Wine & Food Exports, Australia Company Stories
⚡ TL;DRAustralia separated water rights from land title and created one of the world’s most sophisticated water markets, centred on the Murray-Darling Basin. Farmers hold perpetual entitlements — a share of whatever water the system delivers —...
by Ekrem Duman | Aug 1, 2026 | Agribusiness, Wine & Food Exports, Australia Company Stories
⚡ TL;DRAustralian grain is a high-volume, low-margin business whose earnings swing violently with rainfall. Handlers such as GrainCorp own silos, rail links and port terminals that cost the same to maintain whether a harvest is enormous or nonexistent, which...
