Research

The 2026 Federal Budget shifts focus from demand to supply, targeting the infrastructure and workforce barriers holding back housing delivery across Australia.

The commercial property universe includes assets most investors overlook: niche sectors with specific supply constraints, limited buyer pools and returns reflecting their scarcity. Each carries distinct risks and repositioning potential.V

Retail asset performance depends partly on what anchors them and partly on how they're managed as places. Centres that create reasons for people to linger beyond transactions perform differently than transaction-focused locations.

Crane counts measure activity but obscure composition. When residential construction moderates while civil infrastructure rises, it signals structural shifts in what's economically viable to build during different market conditions.

Workplace policies don't affect all office markets equally. Cities with high remote work adoption face different recovery trajectories than those where more workers remain based at desks, creating divergent outcomes from similar policy changes.

Technology shifts create new demand for existing infrastructure. Electric vehicle adoption is reshaping how certain properties function, what makes them valuable and who wants to invest in them long-term.

Major defence investments reshape property markets by creating demand beyond the primary facility. Adelaide's submarine program will test whether infrastructure can support the influx it generates.

Australian industrial property has delivered strong returns and transaction volumes. But beneath the headline performance, automation and AI are reshaping what occupiers need from buildings and how landlords should evaluate assets.

Tourism Australia has identified the Northern Rivers as a key agritourism destination. Improved airport access and high-spending visitor profiles are reshaping commercial property opportunities in the region.

Two years of commercial property adjustment has created distinct winners and losers. Recent returns data suggests the correction phase may be transitioning, though implications vary by location and asset type.

Tenant activity has returned to Australian CBD office markets, signalling renewed business confidence. But the volume of new supply completing means vacancy remains elevated and will take years to absorb at current demand levels.

Australia's CBD office recovery gaining traction as supply freeze meets improving occupier demand. Sydney and Brisbane show encouraging signs while development economics make new supply unviable, protecting existing asset values.