Talking Property with CBRE

• Talking Property: The House View Q3 2025

  In this must-listen Q3 episode of The House View for 2025, CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra cut through the noise to provide a concise yet comprehensive analysis of Australia's property sector. From the macro picture to granular sector trends, and the burgeoning influence of private capital and infrastructure, this conversation is packed with data and insights.The Unstoppable Population Boom: Discover how Australia's rapid growth - expecting 2.5 million new residents by 2027 - is fueling unprecedented demand across all property sectors. This is a game-changer for investors seeking new markets, occupiers planning expansion, and government bodies facing critical infrastructure needs.The "Single Biggest Risk": Hear Sameer Chopra's stark warning about taxation uncertainty, specifically regarding unrealised capital gains. This potential "permanent impairment of assets" is a crucial alert for investors, a consideration for occupiers, and a key policy challenge for government.Residential's Double-Digit Growth: Learn why residential property is poised for significant price and rent increases. Understand how interest rate cuts could unlock substantial affordability, impacting investment returns, workforce housing, and government policy.The Private Credit Revolution: Explore how Australia's real estate private credit market is forecast to nearly double to $90bn by 2029. This burgeoning sector offers investors attractive returns and flexible financing options for occupiers.Infrastructure's $100 Billion Impact: Hear how Australia's massive annual infrastructure spend is transforming cities, boosting logistics efficiency, and creating new development opportunities, particularly in the industrial and apartment sectors.

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• Community. Capital. Blurred Lines. Clear Perspectives. This is the Co-Living opportunity.

  Dive into the transformative world of co-living in Australia with Kathryn House, Rhys Williams, and Andrew Purdon. Unpack the emergence of co-living spaces as Rhys, co-owner of UKO, Australia's leading co-living operator, and Andrew, Regional Director at CBRE, dissect the appeal, investment prospects, and a diverse tenant base seeking community, convenience, and flexibility. Discover how this evolving housing sector is reshaping city living, offering solutions for key workers, and attracting significant investor interest. Don't miss out on groundbreaking insights into the future of urban living.

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• Insider Access: Property Leaders’ Summit 2025

  In this forward-looking episode, our guests explore the dynamic forces reshaping Australia’s real estate investment landscape. From shifting capital flows and evolving demographic trends to the explosive growth of the data center sector and the urgent challenges in housing supply, this conversation offers a rare, insider perspective on what’s next for the property industry.

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• Australia’s Top Property Performer: The Rise of Agribusiness

  In this episode of Talking Property with CBRE, we discuss Australia’s evolving agribusiness sector, which has been named as Australia’s top-performing property asset class in a new industry report.Joined by industry experts Brad Wheaton of Gunn Agri partners and CBRE’s Andrew Loughnan, we explore the factors driving agricultural investment, the challenges faced by the sector, and the growing interest from institutional investors.The conversation delves into sustainable agricultural practices, the integration of renewable energy, and the potential of carbon credits and biodiversity projects. We also examine the evolving agriculture landscape, including the importance of innovation and new industry ownership models.

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• The Long Road: Are CRE Investor Preferences Shifting?

  Could long-leased property assets swing back into favour, as core funds seek greater income security? It’s a topic we explore in our latest Talking Property episode amid ongoing global economic uncertainty.As leasing fundamentals shift, particularly in Australia’s industrial & logistics sector, there are signs that assets with long weighted average lease expiries (knowns as WALEs) could be coming back onto the investment radar.Charter Hall’s Diversified CEO Avi Anger and CBRE’s Executive Director, Industrial & Logistics – Capital Markets, Chris O’Brien offer their views on this shifting investor landscape and whether we’re likely to see more major corporates pursuing long-term sale and leaseback opportunities.It seems we could be on the cusp of some major market shifts, so make sure to tune in to find out what’s next.

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