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 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.