Methodology · Series
The Greenfield Convergence Investment Methodology (GCIM), Explained
A six-principle scorecard for grading any greenfield corridor in Australia. The convergence gap, construction economics, infrastructure catalyst framework, demographic acceleration, new-build advantage, and convergence risk - how we score, what counts as Tier-1, and the numerical cut-offs that keep us disciplined.
6 principlesScored /60Tier-1 cut-off 48
Read the framework →
Mechanic · Wholesale
Manufactured Equity, Day One
Raw farmland → civil works → developer margin → sticker price → our wholesale rebate → your net. We show you where every dollar sits in the cost stack. The gap between your contract and the retail replacement cost is the 15–25% embedded equity - locked in at signing, before any market growth.
10-line cost stack~20%+ equityDay-one proof
Break down the stack →
Corridor Intelligence
Reading the Infrastructure Pipeline
A funded rail upgrade historically drives +15% within 24 months. A committed hospital ~+8%. A confirmed retail node ~+12%. We treat infrastructure spending as a forward yield curve. When 3+ indicators trigger on a corridor, it enters the active buy list - usually 12 months before comps catch up.
6 indicator types3+ triggers = buy12-mo lead
Read the signal framework →
Rotation · Cycle Theory
The 24-Month Capital Rotation
Australian capital city corridors rotate on a predictable 24–36 month lag. Perth ran first, Brisbane followed, now it's Melbourne's turn. The rotation is driven by rate cycles, relative affordability, and migration flows - and it's repeatable. We move clients into the next capital before the current one tops out.
3 cycles · 6 years24-36 month lag~130% avg CoC
Read the rotation →
Lifecycle · Theory
The 6-Stage Greenfield Lifecycle
Every greenfield corridor moves through six predictable stages - raw land, entry window, infrastructure delivery, amenity maturity, stable band, convergence complete. Knowing which stage a corridor sits in tells you whether the buy is early, late, or gone. Applied the same way across every state we operate in.
6 stagesPredictable patternEntry at Stage 2-3
Read the lifecycle →
Data Stack
Where Our Numbers Come From
Cotality Home Value Index (capital medians). SQM Research (vacancy). Pricefinder (suburb-level comps). id Consulting + Centre for Population (forecasts). REMPLAN (GRP/jobs). Infrastructure Victoria + VPA + NSW Planning (infrastructure). NAB/CBA "as-if-complete" valuations (every deal). Nothing bespoke. All auditable.
8 primary sourcesBank-val verifiedAudit-ready
See the sources →
Process · Discipline
Active Buy List vs Watchlist vs Cut
Most buyer's agents sell you whatever they have on hand. We publish what we won't buy - and why. If a corridor doesn't hit 48/60 on GCIM, it's on the watchlist - or it's cut. Showing the cut list is how you prove the buy list means something.
Active · Watch · Cut48/60 minimumTransparent
Read the discipline →
Strategy · Compounding
Corridor-to-Corridor Compounding
Perth equity → refinance → Brisbane. Brisbane equity → refinance → next capital. This is how a single-property investor becomes a 4–5 property portfolio in 36 months - leverage plus corridor rotation, compounded. Average ~130% cash-on-cash across our book proves the mechanism works.
Refinance loop4–5 properties~36 months
Read the compounding →
Convergence · Cross-State
Cross-State Convergence Analogues
Oran Park, Box Hill NSW, Ripley QLD, Flagstone QLD, Alkimos WA - every comparable greenfield corridor has converged toward its capital median at a predictable rate. Pattern recognition across states is how we know which corridor is 3 years early, which is 1 year late, and which one has already run.
7 corridors6-year movesPattern repeatable
Read the analogues →