Talking Property: The House View Q4 2025

In this final edition of The House View for 2025, CBRE’s Australia & New Zealand CEO Phil Rowland and Head of Research Sameer Chopra examine the trajectory of the Australian property market and what to expect in the year ahead.From global market shifts to emerging opportunities, this episode dives deep into the forces shaping real estate across Australia and beyond. Topics up for discussion include: ·      Increasing global competition for capital     Debt and equity market movementsOccupier trends and the evolving role of AI in driving productivity     Residential market dynamics·      The current trends and future outlook for the office, retail and industrial sectors

Join us as we delve into the world of premium retail with Ross Siciliano, General Manager of Premium & Luxury Accounts at Vicinity Centres, and Kate Bailey, CBRE’s Australian Head of Retail Research. Discover why premium retail is outperforming, both in Australia and globally, and the way in which experience has become the new product.  In this episode of Talking Property with CBRE, we explore exciting new developments such as Sydney's Chatswood Chase, including the unprecedented addition of 12 flagship LVMH brands.  Gain insights into the management strategies behind some of the country's leading retail assets and the trends driving success, from the elevation of food and beverage to the allure of luxury, and how this is driving more shopping centre visits, longer stays, higher sales and greater retail demand.  

Dive into the booming luxury lodge sector on Talking Property with CBRE, featuring insights from Michael Crawford, CEO of Baillie Lodges, and Tom Gibson, Senior Director at CBRE Hotels. Discover how these boutique, experience-driven accommodation assets are outperforming in Australia, New Zealand, and beyond, catering to the evolving tastes of affluent travellers and a growing millennial and Gen Z demographic. From the pristine wilderness of Southern Ocean Lodge to the pioneering Capella on Lord Howe Island, learn what makes these destinations a magnet for people seeking personalised, nature-centric luxury escapes. You'll also discover why luxury lodges are being pursued by a growing number of institutional investors. And to discover more, you can read CBRE's Luxury Lodge Market report.

Dive into the booming athleisure wear sector on Talking Property with CBRE, featuring insights from Lorna Jane's Anna Strzelczykowski and CBRE's Kate Bailey. Discover the intersection of fashion, fitness, and future retail trends, from the rise of activewear to the evolution of shopping experiences. Uncover how brands like Lorna Jane are redefining consumer lifestyles and why physical stores are still crucial in the digital age. Don't miss out on this blend of industry expertise and trend analysis. For further insights you can also read CBRE's new Fitness Meets Fashion research report.

In this episode, we discuss Australia’s fast growing private credit sector with MA Financial Group’s Drew Bowie and CBRE’s Andrew McCasker. They explore the significant growth potential in private credit funding, particularly in the residential development sector.The conversation delves into the role of private credit in addressing housing supply issues, the importance of regulatory transparency, and the evolving nature of investment structures. Drew and Andrew also discuss the need for manager accountability, whether managers should have 'skin in the game', the role of advisor networks in navigating the private credit space and what investors should be watching out for.If you want to find out more about this evolving market sector, you can also read CBRE’s Private Credit in Australian Real Estate report

Is the industrial and logistics (I&L) property market still soaring, or are we heading for a cool-down? Unpack the latest trends and future opportunities with Anna Maras from Charter Hall and APAC CBRE I&L expert Mick Bowens.In this episode, Kathryn House catches up with Anna and Mick to discuss the current state of the Australian I&L market, focusing on vacancy rates, capital market trends, rental activity, and the impact of e-commerce growth.They also explore how Australia’s I&L sector is performing relative to Asia, Europe and the US and delve into some of the hot topics of conversation in the Australian market, including the outlook for multi-level warehousing, what the implication of US tariffs might be and what to expect from a new wave of Chinese e-commerce groups.

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.