As an investor with us, you will be familiar with the story behind Kallium Lakes (ASX: KLL). We have been following Kallium for almost a year now as their Beyondie Sulphate of Potash (SOP) project in Western Australia progressed through the final stages of feasibility to be fully funded, with construction now in full swing. … [Read More]
Blog
October Message from Rob Gilmour
In the update video for this month, I discuss markets as we see a race to the bottom with central banks cutting interest rates and the lingering uncertainty being caused by the US / China trade war that is dragging down global growth. Closer to home, the recently announced review into retirement income will no… [Read More]
Cutting interest rates is not the answer!
Low interest rates and making borrowing easier are not the panacea to our slowing economic growth. As a large community of workers from the baby boomer generation retire, they reduce their spending. Overall economic activity will naturally slow when there is not an offsetting level of consumption elsewhere in the economy. The next largest generation… [Read More]
Investment Spotlight – Successful Exit for our Student Accommodation Fund
Overview In early 2016 we made an investment across several client portfolios in the BlueSky Student Accommodation Fund III. This was a direct investment for wholesale/sophisticated investors in the development and construction of a purpose built student accommodation building at 48 La Trobe Street in Melbourne. The project was to develop a premium 793 bed… [Read More]
July Message from Rob Gilmour
If you would like further insights or would just like to chat about your experience in navigating markets and the tax system to achieve your long-term goals, I’d love to hear from you! The information provided should not be considered personal financial advice as it is intended to provide general advice only. The… [Read More]
Investment Spotlight – Patient Capital Bearing Fruit with the Spire USA ROC III Fund
In early 2016 we invested in the Spire USA ROC III Fund (“Spire ROC III”), which was established to invest directly into the assets of the Bridge Multifamily & Commercial Office Fund III (BMF III). BMF III is managed by Bridge Investment Group (“Bridge”) and is a private equity real estate fund investing in multifamily… [Read More]