https://crosscourtai.com/insights/ Deep dives on Australian real estate, private credit, AI and alpha. en-au https://crosscourtai.com/insights/audit-coming-sustainability-report/ https://crosscourtai.com/insights/audit-coming-sustainability-report/ Thu, 01 Oct 2026 22:30:15 +0000 ASIC has reviewed the first 40 mandatory climate reports, the greenwashing penalties total $34.7m, and Group 2 catches every $5bn fund from July. Prose just became numbers. https://crosscourtai.com/insights/hiking-recovery-who-wins-when-rents-rates-both-rise/ https://crosscourtai.com/insights/hiking-recovery-who-wins-when-rents-rates-both-rise/ Thu, 24 Sep 2026 22:15:10 +0000 The RBA has added 75bp in 2026 with more expected Tuesday, the 10-year bond is at a 15-year high, and CBD effective rents are growing 7-12%. The maths of which one wins. https://crosscourtai.com/insights/take-private-maths-when-does-nta-discount-become-bid/ https://crosscourtai.com/insights/take-private-maths-when-does-nta-discount-become-bid/ Thu, 17 Sep 2026 22:15:07 +0000 Nine A-REIT privatisations over a decade, with bids landing anywhere from 10% below NTA to 58% above it. The discount is an input, not the single determinant. https://crosscourtai.com/insights/what-right-yield-value-real-estate/ https://crosscourtai.com/insights/what-right-yield-value-real-estate/ Mon, 07 Sep 2026 22:15:10 +0000 Initial, equivalent, core, IRR: the same building can be a 6.3% or a 9.1% yield depending on who is quoting it. The maths behind the age-old debate. https://crosscourtai.com/insights/australian-reits-trade-35-below-book-last-buyer-paid-premium/ https://crosscourtai.com/insights/australian-reits-trade-35-below-book-last-buyer-paid-premium/ Sun, 30 Aug 2026 22:00:02 +0000 Listed vehicles are pricing Australian real estate up to a third below book value. The largest take-private in ASX history just paid 11% above it. https://crosscourtai.com/insights/offshore-capital-leaving-australian-real-estate/ https://crosscourtai.com/insights/offshore-capital-leaving-australian-real-estate/ Fri, 21 Aug 2026 04:59:06 +0000 Foreign buyers took 21% of Australian CRE volumes in H1 2026, down from 28%. Their dollars fell 8%. The denominator rose 16%. https://crosscourtai.com/insights/who-pays-grid-looming-data-centre-question/ https://crosscourtai.com/insights/who-pays-grid-looming-data-centre-question/ Fri, 07 Aug 2026 06:27:41 +0000 Modelling says household power bills rise 26% in New South Wales if this boom runs on gas. That number is a planning risk long before it is an energy one. https://crosscourtai.com/insights/australias-new-data-centre-energy-policy-shocks-market/ https://crosscourtai.com/insights/australias-new-data-centre-energy-policy-shocks-market/ Mon, 03 Aug 2026 21:45:04 +0000 Queensland and the Northern Territory declined to sign. Everyone else just made renewable additionality a condition of building, and a two-speed market opened. https://crosscourtai.com/insights/australias-a90-billion-private-credit-gap-unique/ https://crosscourtai.com/insights/australias-a90-billion-private-credit-gap-unique/ Thu, 30 Jul 2026 05:03:13 +0000 Banks are retreating, builders are failing, and the housing shortfall is deepening. For disciplined lenders, the opportunity has never been larger. https://crosscourtai.com/insights/approvals-supply-we-need-talk-delivery-ratios/ https://crosscourtai.com/insights/approvals-supply-we-need-talk-delivery-ratios/ Thu, 23 Jul 2026 21:30:03 +0000 242,874 homes under construction, 172,771 completed. Why every supply forecast built off approval data is now overstating the pipeline. https://crosscourtai.com/insights/why-1-july-aml-reset-wont-reprice-commercial-property/ https://crosscourtai.com/insights/why-1-july-aml-reset-wont-reprice-commercial-property/ Mon, 06 Jul 2026 23:33:51 +0000 From 1 July, around 90,000 businesses come under AUSTRAC. For commercial real estate, the price impact is an overreaction however the compliance cost is both real and frustrating https://crosscourtai.com/insights/2026-budget-effect-how-cgt-reform-reprices-australian/ https://crosscourtai.com/insights/2026-budget-effect-how-cgt-reform-reprices-australian/ Thu, 02 Jul 2026 08:29:37 +0000 The 50% CGT discount is going, SMSF property borrowing is banned, and a Greens deal locked it in. Here is how Australian real estate reprices. https://crosscourtai.com/insights/buyers-still-buying-australian-property-after-three-hikes/ https://crosscourtai.com/insights/buyers-still-buying-australian-property-after-three-hikes/ Fri, 19 Jun 2026 04:28:18 +0000 The 2025 recovery was real, then it stalled. Inflation returned, the RBA hiked three times, and the buying narrowed hard. So who is still in the market, and what are they buying? https://crosscourtai.com/insights/specialist-disability-accommodation-sovereign-yield-disguise/ https://crosscourtai.com/insights/specialist-disability-accommodation-sovereign-yield-disguise/ Wed, 10 Jun 2026 22:30:02 +0000 SDA offers 10%-plus government-funded returns and a shortfall of roughly 14,000 dwellings, but with payments running at around 58% of the original forecast, this is a platform game, not a pure-property play. https://crosscourtai.com/insights/retirement-living-right-demand-complex-model/ https://crosscourtai.com/insights/retirement-living-right-demand-complex-model/ Fri, 05 Jun 2026 02:00:38 +0000 Australia faces a shortfall of more than 40,000 seniors living units by 2030, yet the deferred-fee village that institutional capital is rushing to buy is the exact part of the model that regulators are now rewriting. https://crosscourtai.com/insights/big-box-bid-why-institutions-back-large-format/ https://crosscourtai.com/insights/big-box-bid-why-institutions-back-large-format/ Mon, 25 May 2026 23:31:09 +0000 Near-zero supply and returning institutional capital repriced Australian large format retail. Then the RBA hiked again. Is the window closing? https://crosscourtai.com/insights/budget-2026-tax-reset-splits-australian-property/ https://crosscourtai.com/insights/budget-2026-tax-reset-splits-australian-property/ Thu, 14 May 2026 02:51:35 +0000 The biggest property tax reform since 1999 redirects capital toward new builds, BTR and commercial. Here is how to read the four-bucket framework for who wins. https://crosscourtai.com/insights/38-vacancy-new-supply-premium-office-australias-most-misread/ https://crosscourtai.com/insights/38-vacancy-new-supply-premium-office-australias-most-misread/ Tue, 05 May 2026 22:15:02 +0000 National office vacancy hit 15.9%, a 30-year high. But within Sydney's CBD, premium assets are sitting at 3.8% with no new supply until 2027. The real story is a market splitting in two, and the macro shock of 2026 has made the divide sharper, not smaller.