Market Insights


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.

CEO and Managing Director Peri Macdonald

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…

RBA cash rate decision and its impact on private credit investment strategy

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…

Industrial development in Perth, Western Australia

WA’s Supply Gap: A Structural Story, Not a Cycle

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Western Australia’s housing and industrial land supply is struggling to keep pace with population growth. Ark Capital State Director, WA, Adam Moorby…

Beyond Yield: What Defines a High-Quality Private Credit Fund?

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As private credit becomes an increasingly important allocation within Australian investment portfolios, investors and advisers are asking a different…

Beyond Brisbane: Emerging Development Opportunities in Queensland

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As Queensland's growth story continues to evolve, some of the state's most compelling development opportunities are emerging beyond the capital, with…

A CFO’s perspective on what really protects capital in private credit

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Most investors focus on returns, but true capital protection starts long before a loan is drawn. In this article, Ark Capital CFO Anita Young…

Completing the Picture: Introducing the Ark Cornerstone First Mortgage Fund

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With the launch of the Ark Cornerstone First Mortgage Fund, we are, in a sense, returning to where we began — but doing so as a far more substantial,…

A rocky landscape aerial

An Ark Milestone: Our First Retail Fund

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As investor expectations continue to evolve, so too does the investment landscape.

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