Understanding Risk Layers in Real Estate Capital Stacks
0 Comments7 Minutes
Understanding the capital stack is essential because risk is not simply about the asset - it is about where you sit in the structure funding that…
Understanding the Toowoomba Advantage
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Toowoomba has evolved well beyond a traditional regional centre, once defined primarily by its agricultural heritage and its role as a service hub…
Private Real Estate Credit in a Geo-political Crisis
0 Comments17 Minutes
Crises create noise. They also create clarity about what you own, why you own it, and whether it’s doing the job you need it to do.
Bedrock Mortgage Fund: February 2026
0 Comments1 Minute
The Bedrock fund delivered another pleasing result in February with an annualised 10.11% return, which is very consistent with the 3 month annualised…
Why Institutional Portfolios Are Making Room for Private Credit in Separately Managed Accounts
0 Comments6 Minutes
Separately Managed Accounts (SMAs) are often described as an innovation. In reality, they are better understood as an evolution in portfolio…
Do We Think About Rates Much?
0 Comments11 Minutes
Rates move in cycles. Our responsibility is to ensure the portfolio is structured to perform across them.
WA Residential Development: Structural Growth Drivers
0 Comments7 Minutes
Western Australia is no longer a cyclical outlier within the Australian economy. It has transitioned into a more structurally balanced state,…
Bedrock Mortgage Fund: January 2026
0 Comments1 Minutes
The fund’s annualised return of 10.10% for January is consistent with the last 3-4 months average return, however was slightly lower than hoped due…
Why Ark Is Deploying Capital Into Adelaide. The Beds and Sheds Thesis
0 Comments6 Minutes
Our current focus in South Australia is clear. Residential and Industrial subdivision and built form. Beds and sheds.
Ark Bedrock Mortgage Fund Included in Antipodean Capital Income SMA
0 Comments2 Minutes
We’re pleased to confirm that the Ark Bedrock Mortgage Fund has been included in the Antipodean Capital Income SMA, available via the Mason Stevens…
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