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.
Australian Real Asset Review Q2 2025
- by Dexus Research
- 28 April 2025
History has shown that periods of structural change in the macro environment can lead to changes in asset allocations. We may be in such a period now. The US trade announcements ushered in what could be the ‘new reality’ - an extended period of public market volatility, geopolitical risk, below-par global growth and sporadic inflation risk. Investors may look for alternatives to their listed equity investments given diminished earnings growth and higher volatility. Real assets appear well suited to the new reality.
Dexus Research's Australian Real Asset Review for Q2 2025 describes the key trends in Australia's main real estate and infrastructure markets for 2025, including a spotlight on how Australian real asset investments are well positioned in a period of structural change.
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