Positioning for the Next Property Cycle: Creating Value in a Changing Market with Jason Huljich (Centuria Capital)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Ryan Loehr sits down with Jason Huljich, Joint CEO of Centuria Capital Group, to explore how one of Australia’s leading real-asset managers is positioning for the next property cycle.With more than $20 billion in assets under management and nearly three decades of experience across office, industrial, healthcare, agriculture, and alternative real assets, Jason offers a data-driven view of what’s really shifting beneath the surface of Australia’s property markets.From capital flows and valuation resets to tenant behaviour, liquidity design, and the rise of long-dated, service-led real estate, Jason breaks down where disciplined investors should be leaning in — and where they should show restraint. He also shares the frameworks Centuria uses to assess new verticals, maintain investment discipline at scale, and create value through active management, covenant quality, and ESG integration.Whether you’re a family office, private investor, or an adviser navigating this moment in the cycle, this conversation delivers practical insight into where opportunities are emerging and how leading managers are preparing for the decade ahead.Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'. Download here. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.