SATURDAY means business: capital has backed land lease – now comes the test

Institutional capital has flooded into land lease, transforming what was once a niche housing model into one of the most closely watched sectors in Australian property. 

GemLife’s $1.6 billion IPO, billion-dollar platforms and a projected need for 200,000 new homes have confirmed the opportunity. But demand and capital are no longer the constraint – it’s delivery. 

GemLife Chair Kristie Brown (pictured) says the next phase will be defined not by pipeline size, but by execution – and trust. With listed platforms making public commitments to investors and residents alike, governance, discipline and operational capability will determine who earns the right to scale. 

“Delivery and trust define scale,” she told SATURDAY. 

The institutional era has arrived – now leaders and boards must prove the model can deliver. 

Read the full analysis in  SATURDAY – our special Chairman’s issue  is  available on Friday (20 February). Not a subscriber? Click  here  to access.