Why off-plan pricing still favours patient capital in 2026
6 min read
Insights
Perspectives from our desks.
Research and market commentary from the specialists managing each of Centrum Finance' investment disciplines.
Our thinking
Clear-eyed research, written for investors.
The same analysis that informs our portfolios shapes what we publish. Our notes are written by the specialists who manage each strategy — grounded in data, free of hype, and focused on what actually matters for long-term capital.
We cover the themes we live with every day: off-plan pricing cycles, the institutionalisation of digital assets, equity valuations across regions, and the rhythms of global shipping. Where we have conviction, we explain it; where uncertainty remains, we say so.
Tokenised real-world assets: the next institutional frontier
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Shipping cycles and the case for real-asset income
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What we cover
The themes our desks track most closely.
Our research follows the questions that actually shape long-term returns across the assets we hold.
Off-plan pricing cycles
How supply pipelines, financing conditions, and buyer demand move pre-completion prices across our core development markets.
Digital-asset institutionalisation
The maturing of custody, regulation, and market structure that is turning digital assets into an allocatable class for serious capital.
Global equity valuations
Where value and risk sit across regions and sectors as rates, earnings, and liquidity conditions evolve.
Shipping and trade flows
Freight rates, vessel supply, and the shifting trade routes that drive returns in the maritime industry.
Rates and macro conditions
The interest-rate and macroeconomic backdrop that connects every one of our disciplines, from cap rates to discount rates.
Portfolio construction
How low-correlation assets can be combined to smooth returns and preserve capital through a full market cycle.
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Centrum Finance shares periodic research and market commentary with clients and qualified investors. We publish when we have something worth saying — not on a schedule dictated by the news cycle.
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