Lincoln FrostThe Subtle Art of Dealing with Contradiction — LiAt present investors of all asset classes are focused on inflation, as surging demand and warped global supply chain constraints drive up…Dec 16, 2022Dec 16, 2022
Lincoln FrostolCommercial Real Estate: The Investment Underdog?In the time of crypto and the metaverse, it’s important to blow wind back into the sails of commercial real estate investment. Despite an…Nov 24, 2022Nov 24, 2022
Lincoln FrostFinding Opportunities Amidst Incoherence; The Housing Market and the Multi-Sector BoomThe 1979 film, “Being There”, is the story of Chance, the gardener, whose world is defined by what he has seen in the garden. Following a…Nov 17, 2022Nov 17, 2022
Lincoln FrostInterest rates and private credit: a classic mismatchIn the face of market uncertainty, private credit has the long-held reputation of being a relatively stable, resilient investment offering…Nov 3, 2022Nov 3, 2022
Lincoln FrostLincoln Frost — Loan Settled — Kew, VictoriaLoan amount: $13.65M LVR: 65% Term: 18 months Location: Kew VIC Allcap Finance is very pleased to have settled another loan for an…Oct 27, 2022Oct 27, 2022
Lincoln Frost(After) Thoughts on Central Banks, Monetary Policy and Credit Intermediation“Today’s central banks typically affect asset prices through primary dealers, or big banks, to which they provide liquidity at fixed…Oct 20, 2022Oct 20, 2022
Lincoln FrostDurations and other consequences of rising interest ratesOver the last week or so, the UK has experienced what can be best described as duration risk in their fixed income markets. It has been…Oct 6, 2022Oct 6, 2022
Lincoln FrostApartment shortages and sidelined institutional investorsDespite mounting economic uncertainty, the biggest issue for apartment markets nationally is not demand but supply.Sep 30, 2022Sep 30, 2022
Lincoln FrostLending to the Leisure and Hospitality SectorWith Australia adapting to a more COVID normal reality, the Leisure & Hospitality industry has been in steady recovery since mid to late…Sep 15, 2022Sep 15, 2022
Lincoln FrostCredit and Concentration in South East QueenslandThe South East Queensland (SEQ) market has been one of the biggest winners of the post-COVID recovery race. It’s a part of this country I…Aug 26, 2022Aug 26, 2022