Demographics and Technology: Themes driving Global REIT opportunity

In Global REITs: Standing up in uncertainty , we made the case that in a world of declining consumer confidence, falling growth forecasts and political uncertainty, real estate comes into its own.

A strong second half ahead for Australian real assets

The first half of 2025 has been a turning point for Australian commercial real estate. After years of rising interest rates, tightening financial conditions and shifting consumer behaviours, the outlook has changed for the better. Falling interest rates, stabilising property values, high yields and economic growth are delivering greater confidence in real assets.

In the press: Christopher Davitt discusses the Dexus Wholesale Australian Property Fund's rebound and adaptive strategy

Green Street News spoke with fund manager Christopher Davitt about how the fund turned the corner, the opportunity it sees in retail properties and why it is less excited about the office sector.

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

Australian Real Asset Review Q4 2024

Australian Real Asset Review Q3 2024

Dexus Research's Real Asset Review for Q3 2024 describes the key trends in Australia's main real asset market including commercial real estate, healthcare and infrastructure, including a spotlight on student accommodation.

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.

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.

From distress to repositioning for growth: The student accommodation opportunity

While demand for well-located prime office space remains strong, the market for lower grade CBD offices is far more challenging and an opportunity is emerging to reimagine these properties for alternative uses to generate higher returns.