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Australia Short Term Accommodation Performance Analysis and Forecast (2) - ADR
Australian mean ADR is at $228(Dec22), compared with $184(Dec19), a greater than 20% increase from 2019 historic peak. On average...
Australia Short Term Accommodation Performance Analysis and Forecast (1)
It seems probable Australia hotel asset class will become favourable alternative assets in ‘23 with returning strong occupancy trend,...

Short Term International Travel to Australia Analysis and Forecast (3)
Delving deeper (this data can also be matched with hotel / bread and breakfast room supply to extrapolate supply and demand gap) in chart...

Short Term International Travel to Australia Analysis and Forecast (2)
Total international arrivals (mix of AUS citizen long and short term and non-AUS citizen long and short term) in Jan23 Australia reached...


Short Term International Travel to Australia Analysis and Forecast (1)
In our opinion, key optimizers to accommodation revenues are the return of international travel. In ‘22, international travel has only...


Cost Efficiency Analysis
With roughly 25% of all Australian mortgages switching from 2% fixed to 6%+ variable in 2023 & RBA taking a more hawkish stance to fight...
Exits 2
Options to extend agreements, usually in 5 year increments, are usually like this: “If there is not, at the time the caretaker gives...


Interest Rate Sensitivity Analysis on ROI (2)
Interest Rates and ROI 2 Continuing on from the question on interest rates, here we try to answer the questions of the listings in...
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