29 March 2025

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Home / Author: Stuart Cartledge

Stuart Cartledge

DigiCo REIT and the data centre opportunity

Data centres offer compelling growth prospects. But their potential hasn't gone unnoticed, and DigiCo appears to be buying properties in a seller’s market, resulting in better opportunities being found elsewhere.

Stuart Cartledge
12 February 2025
1

This property valuation metric needs a rethink

Capitalisation rates, commonly known as ‘cap rates’, are a fundamental metric in Australian property investing. However, this seemingly simple and ubiquitous measure can be far more complex to use when comparing different types of properties.

Stuart Cartledge
2 October 2024
2

Build to Rent is growing fast off a low base

The Build to Rent sector is embryonic in Australia, representing less than 0.5% of housing stock across the country. Is this burgeoning asset class set to take off and deliver for both investors and tenants?

Stuart Cartledge
7 February 2024
5

Australia’s housing battle: Interest rates versus supply and demand

Everyone seems to have an opinion on house prices and not all of it is based on fact. Here is an analysis of the current supply and demand factors inﬂuencing residential property and the stocks poised to outperform.

Stuart Cartledge
8 November 2023
18

Pub property: a parma, a pint and a profit

There is much written about office, industrial, and retail property, but specialised REITs are starting to get more attention from investors. Here's a look at one, potentially lucrative, niche property segment: pubs.

Stuart Cartledge
18 January 2023
2

After-tax returns and the value of franking credits

The market often does not fully recognise the value of franking credits held in some companies, and investors should know the after-tax returns achieved on their investments for more accurate view of returns.

Stuart Cartledge
19 October 2022
8

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Designing a life, with money to spare

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James Gruber
26 March 2025
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Investment strategies

A closer look at defensive assets for turbulent times

After the recent market slump, it's a good time to brush up on the defensive asset classes – what they are, why hold them, and how they can both deliver on your goals and increase the reliability of your desired outcomes.

Jamie Wickham
26 March 2025
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Financial planning

Are lifetime income streams the answer or just the easy way out?

Lately, there's been a push by Government for lifetime income streams as a solution to retirement income challenges. We run the numbers on these products to see whether they deliver on what they promise.

Kaye Fallick
26 March 2025
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Is it time to buy the Big Four banks?

The stellar run of the major ASX banks last year left many investors scratching their heads. After a recent share price pullback, has value emerged in these banks, or is it best to steer clear of them?

Jack McNally
26 March 2025
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Investment strategies

The useful role that subordinated debt can play in your portfolio

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Blair Hannon
26 March 2025
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Europe is back and small caps there offer significant opportunities

Trump’s moves on tariffs, defence, and Ukraine, have awoken European Governments after a decade of lethargy. European small cap manager, Alantra Asset Management, says it could herald a new era for the continent.

Francisco de Juan, Jacobo Llanza, James Gruber
26 March 2025
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Lessons from the rise and fall of founder-led companies

Founder-led companies often attract investors due to leaders' personal stakes and long-term vision. But founder presence alone does not guarantee success, and the challenge is to identify which ones will succeed in the long term.

Lawrence Lam
26 March 2025
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