Cornerstone First Mortgage Fund: September 2026
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Cornerstone’s September return was 8.76% (annualised) against the fund’s target return of the RBA OCR + 4% (8.35%).
Summit High Yield Fund: September 2026
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The fund delivered an annualised distribution of 14.65% in the month, maintaining consistency with prior months
WA’s Growth Story Hasn’t Changed. It Now Requires Discipline.
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WA’s growth fundamentals remain intact, but higher rates, tighter feasibility and rising construction costs are changing the development landscape.…
FY2025/26 was a year worth measuring carefully
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The good news and the harder news, together. That’s how we’ve always reported.
Bedrock Mortgage Fund: September 2026
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The Fund again delivered a strong annualised return, at 10.08% (RBA + 5.73%) in September, from a pleasingly diverse portfolio of 49 (+3) loans and…
Australia’s Immigration Debate: You Can’t Build More Homes with Fewer Builders
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Australia needs more housing and infrastructure, but both depend on having the people to build them.
Two States, One Shortage: Why we’re backing Adelaide and Perth
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Adelaide and Perth could hardly be more different. But they share a single, defining feature: supply cannot keep pace with demand.
Why Local Knowledge Matters More as Queensland’s Property Market Gets More Complex
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Queensland’s property story is no longer simply about population growth although the latest population data continues to reinforce the scale of…
Bedrock Mortgage Fund: August 2026
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The Fund delivered a strong annualised return of 10.07% (RBA + 5.72%) in August.
A Pause Is Not a Pivot: Why Discipline Still Matters for Investors
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"The most successful investors rarely succeed because they predicted every market movement. They succeed because they built portfolios capable of…
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