Dexus Research has released its Q3 2026 Australian Real Asset Review (ARAR), examining how Australia's real asset markets are evolving amid an uncertain economic backdrop and a still-elevated interest rate environment. After a difficult start to 2026, recovering business confidence and a share market close to record highs point to a more constructive outlook than initially feared, even as global uncertainty lingers.

Dexus Research has released its Q2 2026 Australian Real Asset Review (ARAR), examining how Australia’s real asset markets are evolving amid elevated inflation, geopolitical uncertainty and a more volatile interest rate environment. These conditions have driven a widening divergence between listed and unlisted real assets over the quarter, with unlisted markets underpinned by comparatively stable valuations.

The past year reinforced something fundamental about the Australian retail landscape: well‑located, actively managed centres, underpinned by strong partnerships, continue to outperform – even as shopper behaviour evolves and macroeconomic settings shift.