On 19 August 2026, CDPrivate EquityFund III (ASX:CD3) lifted its 31 July netTangible Assetbacking from $1.42 to $1.52 a unit after tax. Nothing had been bought or sold. A US private equity manager had simply delivered its 30 June valuation report.
That makes housing lot sales worth watching for both. A lot sale is a signed contract to buy a serviced block of land, or a home, which the developer records asRevenueonly when it settles. Contracts signed today largely set next year's earnings, which is …
The pipeline matters because a developer's future profit is largely decided by what it has bought, approved and pre-sold today. Comparing the two shows how differently that bet can be funded: one relies on pre-sales and project debt, the other on a large cash …
Each is a small stapled group outside the S&P/ASX 200, and each has moved beyond simply owning buildings. GARDA now earns about half itsRevenuefrom lending, while GDI pairs Perth office towers with workforce accommodation inMiningregions. Comparing them shows how extra income streams change both …
Those two facts explain why asset values sit at the centre of both stories. For 360 Capital REIT (ASX:TOT), valuations determine the gap betweenBook ValueandMarket Pricein a fund that intends to keep its buildings. For US Masters Residential Property Group (ASX:URF), they largely determine …
Dexus Convenience Retail REIT (ASX:DXC) spreads its income across dozens of fuel and convenience leases with long terms, while Carindale Property Trust (ASX:CDP) depends entirely on how Westfield Carindale trades. Comparing them shows how diversification, concentration and tenant type shape a property trust's income.Market …
The Agency Group (ASX:AU1) and Acumentis (ASX:ACU) both depend on property changing hands or being refinanced, but they are paid in different ways. An agent's commission rises with sale prices, while a valuer is generally paid per job. That difference explains much of why …
Both are real estate companies outside the S&P/ASX 200 that own Australian property. The contrast lies in what each asks of that property. Eureka wants a growing stream of rent from homes; Desane wants to lift the value and income of a handful of …
The matching discounts hide very different rental stories. Storage King (ASX:SKG) earns short-term, flexible rent from self-storage customers, while Dexus Industria REIT (ASX:DXI) collects contracted rent from industrial tenants on multi-year leases. Comparing how each lifted rent in FY26 shows why the market may …
Both groups profit from Australia's housing shortage, yet they sit at opposite ends of the price scale. GemLife relies on downsizers who can unlockEquityfrom a family home, while Aspen targets households with limited incomes. That makes affordability a useful lens: it shapes who buys, …