News & Insights

Industry analysis and corporate news.

Long-form analysis from our operators and partners, alongside official corporate announcements from the group office.

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InsightMay 2026

Why we underwrite agriculture on water, not yield

Yield-per-acre is the wrong unit in arid climates. Water-per-kilo of output is the discipline that scales.

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CorporateApril 2026

DA Beauty Group expands aquaculture capacity

Commissioning of a new RAS facility brings group fish-farming capacity to 1,200 tonnes annually.

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Market reportMarch 2026

Cooling pad demand: the agricultural angle

Why evaporative cooling, long an industrial product, is becoming infrastructure for protected agriculture.

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InsightFebruary 2026

Operator-led PMOs outperform consultant-led ones

Reflections from delivering a sovereign-scale transformation program with operators in the seats that matter.

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CorporateJanuary 2026

Group opens Toronto technology office

DA Beauty Group's technology platform and applied AI practice are now anchored from Toronto.

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InsightDecember 2025

The case for 25-year holds in real estate

When you underwrite to cash-on-cash and remove the exit, the asset you design is fundamentally different.

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