AREIT reporting season: positioned to outperform

Delivering one of the highest positive earnings revisions this reporting season, the case for Australian Real Estate Investment Trusts (AREITs) was once again made with conviction. Offering yield, growth and value, AREITs are positioned to continue to outperform.

Quay Quarter Tower listed a 2025 finalist in The Earthshot Prize

Quay Quarter Tower (QQT), located in Sydney and Dexus’s Australian headquarters, has been named a 2025 finalist for The Earthshot Prize - the world’s most prestigious and impactful environmental award

AREIT capital structures in great shape, here are two set to benefit

When a business fails, it is usually due to excessive debt. In the 2008 financial crisis, this was a lesson the AREIT sector learned the hard way. At the time, average AREIT gearing was above 40%. For a supposedly conservatively managed investment designed to deliver stable regular dividends, the figure was too high.

The psychology of active REIT investing - Part 2

Active REIT investing requires skill, value focus, patience, and learning from past mistakes to avoid fear of missing out (FOMO)-driven decisions.

The psychology of active REIT investing - Part 1

Investing, like life, is full of surprises. Whether those surprises are rewarding or terrifying, our response to them has a large bearing on the future investment returns of our clients.

From students to seniors: Executing on the opportunities in Living

Australia’s living sectors are emerging as strategic investment opportunities. Supported by demographic shifts and a housing supply shortfall, student and seniors accommodation offer essential services, inflation-linked income, and defensive performance across cycles.

Infrastructure outlook Q3 2025: Resilience and opportunity

Infrastructure investment gains momentum in Q3 2025, driven by energy, transport, and a stabilising economic and policy landscape.

Retail reinvents itself as consumer confidence rebounds

Once viewed as the most exposed to structural disruption, the retail sector is reinventing itself as consumer confidence rebounds.

Theatre Royal milestone cements 25 Martin Place as cultural CBD hub

The 25 Martin Place precinct has cemented its status as a cultural and commercial powerhouse in Sydney’s CBD, with Theatre Royal Sydney surpassing one million ticket sales since reopening in 2021.

The green frontier: Unlocking value through decarbonisation in industrial real estate

Decarbonisation is driving demand and value in industrial real estate through ESG-aligned, energy-efficient assets.

Hot Take - ASIC RG97 review positive news for Australian real estate

The Australian Securities and Investments Commission (ASIC) has decided to undertake a review of its requirement for superannuation funds to disclose the stamp duty paid on real estate acquisitions.

Australian Real Asset Quarterly Review Q3 2025

Dexus Research's Real Asset Review for Q3 2025 describes the key trends in Australia's main real asset market including commercial real estate, healthcare and infrastructure, including a spotlight on office performance.

Hot Take - If history repeats we could be in for a recovery in office markets

A peaking of the vacancy rate in the Sydney CBD signals a major turning point for the market. With planned supply a fraction of previous levels, there is a compelling recovery story.

Australian Real Asset Review Q2 2025

The Q2 Australian Real Asset Review reveals the key trends in Australia's main real estate and infrastructure markets for 2025.

Hot Take - What would a trade war mean for real assets?

The United States has announced a series of tariffs and other countries like China, Canada and Mexico are responding.

Australian Real Asset Review Q1 2025

Retail reinvents itself as consumer confidence rebounds

Once viewed as the most exposed to structural disruption, the retail sector is reinventing itself as consumer confidence rebounds.

Why now for Australian retail investment?

The investment case for Australian retail is strong. The industry as a whole has a positive outlook underpinned by a reset of retail property values to more realistic and favourable levels, supported by strong structural tailwinds.

Global REITs : Standing up in uncertainty

For any investor or adviser that has lived through the past few weeks, the phrase 'geopolitical uncertainty' doesn't do the experience justice. The uncertainty caused by the anticipated impacts of a tariff war is already biting hard.

IMAP Podcast Series: REITs in focus – why listed property matters

Mark Mazzarella, Head of Real Estate Securities, featured on the latest episode of the IMAP Independent Thought Podcast, hosted by Emily Barlow from Perpetual Private.

Highlights from the Q3 Australian Real Asset Review

Based on Dexus’s latest research, hear from our experts on how real assets are showing signs of resilience and recovery.

Dexus Convenience REIT (DXC) FY25 results

During the year, DXC’s portfolio continued to generate defensive income with embedded growth through-the-cycle, providing stable returns for its investors, with like-for-like growth of 2.9%, high occupancy of 99.9% and a long WALE of 7.9 years.

Dexus Industria REIT (DXI) FY25 results

DXI is primarily invested in high-quality industrial warehouses across major Australian cities, with a portfolio of 97 assets valued at $1.5 billion.

Buying well and creating value – Jason Howes appears on ausbiz

In a recent interview with ausbiz, Jason Howes, Fund Manager of the Dexus Real Estate Partnership (DREP) series, shared insights into the strong performance of Dexus’s inaugural opportunity fund, DREP1.