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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 report also outlines the medium-term structural forces shaping real asset returns, including strong population growth, a shift in development toward alternative sectors, technology driven changes in demand, potential productivity gains from AI, and pricing relativities that have moved outside long run norms.
The return of returns is underway: sector returns are in or approaching 7–9%, with retail leading, office improving, and asset values rising for a sixth quarter.
Dexus Research has released its Q1 2026 Australian Real Asset Review, revealing continued improving real estate returns, despite an uncertain economic environment.
Dexus Industrial & Logistics House View H2 2025 signals a shift from pandemic-driven growth to a sustainable phase. Leasing and rental growth are easing, but vacancy remains low, supported by e-commerce and population growth. Around 2.4 million sqm of new space is needed over five years, with infill markets outperforming. Rising costs favour pre-lease commitments, limiting oversupply. Trends include larger, efficient facilities, automation, ESG-aligned developments, and green solutions like solar and battery integration. Specialised assets, including cold storage and tech-enabled logistics, are driving premium rents and values.
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