Australia’s Top Property Performer: The Rise of Agribusiness

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.

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.

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.

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.

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.

There are numerous hurdles and challenges to overcome to solve for Australia’s housing crisis.But in the inimitable words of Bob the Builder, ‘Can we fix it? Yes, we can.”That was the message from the Property Council of Australia’s recent National Housing Solutions Summit and it’s something we explore in our latest Talking Property podcast with two of the panelists: Mirvac CEO Development, Stuart Penklis and Building 4.0 CRC CEO Professor Mathew Aitchison. We’ll need to be more innovative, take the leadfrom overseas countries like Sweden, and incentivise global investment at scale.Tune in to find out how prefabrication, emerging housing types such as Land Lease estates and the introduction of a housing Research & Development Corporation could help Australia shift the dial.  

In this second edition of The House View for 2025, CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra discuss the importance of staying the course, at a time when operating conditions are volatile and uncertain.“Of course this needs to be ‘pragmatic optimism, not blind optimism’, but staying centred on your strategy, looking through the headwinds that are transitory vs structural, and keeping your conviction on the areas where you have a right to win, is just so important,’’ Phil notes. They also cover off on what they’re seeing in the property market, both in Australia and internationally, what’s happening in the infrastructure arena, and do a deepdive on Melbourne, to explore whether it’s a case of ‘when’ rather than ‘if’ the city will attract renewed investor demand.To round out the conversation they do a quick check on the full year predictions they made in January.Make sure to follow Talking Property wherever you get your podcasts to ensure you don’t miss their next House View in July as well as our regular fortnightly episodes.

George Vallas recently took the reins as the Commonwealth Bank of Australia’s Head of Real Estate, Institutional Banking & Markets.He joined Talking Property to give us his take on a broad range of topics, including commercial property trading activity, recent market challenges, his expectation for rate cuts and the asset classes he’d choose to invest in this year.CBA is Australia’s largest corporate real estate lender, so we relished the opportunity to get under the hood to find out what’s driving the bank’s real estate strategies.Tune in to find out more, including what inspired George to take on a career in banking and where he sees the best property investment opportunities in 2025.

Timing is everything in property. But can you sell too early? Why are deals like buses? And how important is it to leave a drink on the table when trading assets?Find out from 8Hotels Hospitality owner Paul Fischmann and CBRE national hotel director Wayne Bunz in our latest Talking Property podcast.Paul was mentored by some of Australia’s most successful wheeler dealers. He shares his story and the best advice he’s received along the way. Paul and Wayne also share their thoughts on Australia’s hotel market outlook, which you can read more about in CBRE’s latest hotel research report Hotels Australia - Overview & Outlook 2025 | CBRE Australia.Please reach out if you have ideas for future Talking Property podcasts via [email protected].

Hundreds of Australian companies have just posted their half year results – including a swag of ASX-listed property groups. And one of the key themes to emerge was that the property market appears to be at an inflection point.Tune in to hear from The Australian Financial Review columnist Robert Harley and The Australian’s Commercial Property Editor Ben Wilmot as they dissect the results, what they flag for the year ahead, the sectors to watch and what’s top of mind for the country’s major property owners and managers.We recorded this episode on February 27, so the occasional ‘today’ reference relates to this date as the reporting season was wrapping up.Please reach out if you have ideas for future Talking Property podcasts via [email protected].