Talking Property with CBRE

PODCAST · business

Talking Property with CBRE

Step into the world of commercial real estate and join us for Talking Property with CBRE. In this podcast series, industry-leading experts discuss what’s shaping the property industry and what this means for businesses like yours.If you have any questions from this episode or property topics that you’d like CBRE to answer in future episodes, please email us at: [email protected]

  1. 129

    The Rise of the Long-Term Renter

    Australia is becoming a nation of long-term renters - but the housing system isn’t keeping up. In this episode of Talking Property, we explore the growing disconnect between strong rental demand and the limited supply of new homes drawing on fresh research from CBRE and REA Group, and insights from the Property Council of Australia’s recent National Housing Solutions Summit. Assemble CEO Carolyn Viney, REA Group Senior Economist Anne Flaherty and CBRE’s Pacific Head of Living Sectors Capital Markets Andrew Purdon discuss how renters are staying longer, facing greater affordability pressures, and making deeper compromises as well as the roadblocks to developing more rental housing in Australia.   From planning constraints and rising construction costs to shifting renter preferences and evolving investment strategies, the conversation examines the key “frictions” holding back supply. The episode also highlights where opportunity lies, including the growing role of build-to-rent, co-living and mixed-tenure developments in meeting demand. 

  2. 128

    Power, Policy and Pace: Australia’s Data Centre Opportunity

    Australia is in a global race for AI infrastructure — but are we moving fast enough to compete? In this episode of Talking Property with CBRE, host Kathryn House is joined by Belinda Dennett, co‑founder and CEO of Data Centres Australia, and Matt Madden, CBRE’s Senior Managing Director of Data Centre Solutions for Asia Pacific, to unpack the rapid evolution of the data centre sector and what’s at stake for Australia. As capital accelerates, demand intensifies and AI reshapes the digital economy, the conversation explores whether Australia can attract and retain AI workloads — or risks falling behind regional competitors.  The episode also delves into the rise of neocloud operators and why data centres are no longer just “warehouses” of the digital economy, but factories creating intelligence, jobs and long‑term economic value. 

  3. 127

    Talking Property: The House View Q2 2026

    This episode of The House View explores what a rapidly shifting economic and geopolitical landscape means for Australian real estate. Recorded earlier than planned amid rising global tensions, higher oil prices and a reset in the interest rate outlook, the episode tackles the big question facing investors and occupiers alike: what has truly changed, and what fundamentals still hold? CBRE's Phil Rowland and Sameer Chopra explore the growing impact of energy costs and bond yields on construction viability, why supply constraints are set to intensify across key sectors, and how rent growth is surprising on the upside in parts of the market despite near‑term volatility. They also dig into capital markets dynamics, cap rate expectations, and why agility has become essential as investment cycles shorten. The conversation rounds out with a forward‑looking discussion on AI, employment trends and the “flight to power” as access to energy becomes a defining factor in real estate performance. 

  4. 126

    Brisbane 2032: Opportunity, Risk and the Real Estate Reality

    The Brisbane 2032 Games promise global attention, investment momentum and major infrastructure—but they also bring delivery pressure, supply constraints and real execution risk. In this episode of Talking Property, CBRE experts across research, hotels and infrastructure unpack where the genuine opportunities lie and the decisions that will influence Brisbane’s growth long after the closing ceremony.  The discussion looks at what was already underway before the Games, what changes because of them, and what Brisbane must get right to turn a moment into long‑term momentum.   To find out more you can explore CBRE’s new report: Brisbane 2032: Separating the Real Estate Myths from Realities.  

  5. 125

    Beyond the Hype: AI, Trust and the Real Future of Work

    In this episode of Talking Property, host Kathryn House speaks with global futurist and bestselling author Michael McQueen about what the future of work really looks like beyond the AI hype. The conversation explores how leaders can navigate rapid technological change without eroding trust, culture or human connection — and why judgement, curiosity and readiness matter more than prediction. The episode explores: Why trust and human connection will be critical differentiators in an AI‑driven workplace How leaders can stay future ready amid disruption and uncertainty What AI agents mean for organisations — and what risks to watch Why younger generations are rethinking remote work How to overcome resistance to change and lead with clarity  

  6. 124

    Airports Reimagined: Where Property and Aviation Converge

    Discover how airport‑led precincts are reshaping cities, economies and driving long‑term property value in this latest episode of Talking Property with CBRE. Max Wilson, General Manager, Commercial Property at Western Sydney International Airport, and Peter Funder, General Manager, Development at Essendon Fields unpack the strategies behind two very different aviation‑anchored precincts—one a major 24/7 greenfield airport set to redefine Western Sydney; the other a mature, privately owned mixed‑use hub that has evolved into one of the country’s most successful aviation‑led communities. Hear how both leaders are curating diverse tenant mixes, investing in placemaking, and building destinations that go far beyond the runway. 

  7. 123

    Big Holidays, Bigger Stores: Inside Luxury Escapes’ Bold Retail Move

    Step inside the world of Luxury Escapes as CEO Adam Schwab reveals how the digital travel giant is rewriting the rules of retail. From Apple‑inspired store design to sky‑high in‑store spend and global expansion plans, discover why immersive, consultant‑led travel experiences are winning big. In this episode of Talking Property with CBRE, we delve into the future of experiential retail and the evolution of the modern travel brand. We also explore Adam’s candid views on the shift to working from home — and why he believes the future of great businesses lies firmly in being together, not apart.  You can also explore CBRE’s Regional Shopping Centres Reimagined research report to find out how landlords are amping up the customer experience to ensure shoppers stay longer and spend more  

  8. 122

    Talking Property: The House View Q1 2026

    In this first edition of The House View for 2026, CBRE’s Phil Rowland is joined by Sameer Chopra to explore the outlook for the Australian property sector. They discuss the impact of constrained supply, where investment and rental growth are set to emerge, and which sectors and cities could outperform. The episode wraps with a discussion around key risks and Sameer’s top predictions for the year ahead - including why developers may look back and ask why they didn’t build sooner. Discover more in CBRE’s 2026 Pacific Market Outlook report: Pacific Real Estate Market Outlook 2026 | CBRE Australia 

  9. 121

    2026 Property Predictions: Part 2

    To kick off 2026 we've canvassed four Australian property leaders to discover where they see the best market opportunities, the potential industry game changers or challenges, the areas ripe for transformation and to find out what market trend or issue they think everyone will be talking about this year. We’ve already heard in Part 1 from Mirvac Group CEO and Managing Director Campbell Hanan and Aware Super’s Senior Portfolio Manager, Property Investments, Anjana Moran.  To round us out, we’re joined by the co-head of Australia for Brookfield’s Real Estate Group, Ruban Kaneshamoorthy and by Centuria Capital’s co-founder and joint CEO Jason Huljich. We hope you enjoy their insights. 

  10. 120

    2026 Property Predictions: Part 1

    Happy New Year!  To kick off 2026 we canvassed four Australian property leaders to discover where they see the best market opportunities, the potential industry game changers or challenges, the areas ripe for transformation and to find out what market trend or issue they think everyone will be talking about this year. For this same Predictions series in 2025, we zeroed in on Australia’s new property CEO’s, who had been in the hotseat for less than 18 months.  This time around we’ve gathered perspectives from a major superannuation fund, a global investor, an Australian REIT/developer, and a fund manager with a big private wealth following. Leading us off is Mirvac Group CEO and Managing Director Campbell Hanan and Aware Super’s Senior Portfolio Manager, Property Investments, Anjana Moran. Then we’ll be back on January 29 with the co-head of Australia for Brookfield’s Real Estate Group, Ruban Kaneshamoorthy and Centuria Capital’s co-founder and joint CEO Jason Huljich. We hope you enjoy their insights. 

  11. 119

    Australia's Capital Markets Review: Insights and Forecasts for 2026

    In this episode, we unpack the trends shaping Australia’s commercial property investment market.From 2025’s performance to predictions for 2026, CBRE's Flint Davidson, Andrew McCasker and Tom Broderick discuss transaction volumes, offshore investment flows, lender sentiment, and the outlook for alternative asset classes. Whether you’re an investor, lender, or industry observer, this episode offers actionable insights into what’s driving capital decisions and where opportunities lie in the year ahead.Key TakeawaysPreliminary numbers show total transaction volumes fell 10% year-on-year to $32.7 billion, with retail emerging as the standout sector,    Despite overall volume declines, offshore investment rose 12% to $9.3 billion, led by U.S. investors ($2.9 billion), followed by Japan and Singapore as currency advantages and Australia’s strong fundamentals continue to attract global capital. On the lending front, industrial remains the preferred asset class. Meanwhile, domestic banks are pushing up leverage and reducing pre-sale requirements, making it a borrower’s market. High construction costs and limited new supply are expected to create tailwinds for existing assets, particularly in the retail and office sectors. In 2026, expect steady deal activity with more structured transactions (JVs, recaps, M&A) and continued interest in alternative sectors.

  12. 118

    Raising the Bar: Australia's Pub Sector Evolution

    In this episode we explore why Australia’s pub sector has been one of the country's most resilient property asset classes. Drawing insights from CBRE’s Raising the Bar research report, we sit down with industry leaders Danielle and Shane Richardson of Laundy Hotels and with CBRE valuer Adam Nadile to unpack the evolution of pubs from traditional watering holes to sophisticated hospitality hubs, the surge in investment activity, and the strategies shaping the future of this uniquely Australian sector.Key takeaways include:Sector Resilience: Pubs have consistently adapted to changing consumer needs—from traditional bars to family-friendly venues.Investment Trends: The second half of 2025 saw a surge in pub transactions, with the top 10 deals totaling around $580 million, driven by strong investor appetite and lender confidence. Operational Challenges & Scale Benefits: High entry costs, rising operational expenses, and increasing regulation pose challenges, but economies of scale allow large groups to maintain efficiency and profitability. Food, Beverage & Experience as Differentiators: Quality dining and curated experiences are now critical to success, with pubs competing directly with restaurants and event spaces to attract customers.Future Outlook: Despite regulatory and labour challenges, the outlook for the next 12–24 months remains optimistic, with strong demand, vibrancy reforms, and opportunities in regional markets continuing to shape the sector's performance.

  13. 117

    The Tax Take: Encouraging Global Investment in Australia

    In this episode of Talking Property, we delve into the Mandala Report, a pivotal study examining the impact of taxation on global investment into the Australian property market.   Joined by Torie Brown, Capital Markets Executive Director at the Property Council of Australia, and Pete Menegazzo, CEO and President of the Property Council's Capital Markets Divisional Council, the discussion highlights the significant effects of foreign investor surcharges in Victoria and Queensland.  Key takeaways include:  Foreign investment in Melbourne fell 53% after Victoria doubled its surcharge. Queensland’s investment has flatlined despite strong fundamentals. Frequent tax changes create sovereign risk, eroding investor confidence and liquidity. Removing surcharges could unlock $8.1B in new investment, $3.6B GDP growth, and 8,400 jobs nationally. Brisbane could become Australia’s second property gateway market if it reforms taxes before Victoria.  Tune in to understand the broader implications for Australia's property sector and the role of international capital in shaping the nation's economic future.  You can read more about the Mandala report here (this is available only to Property Council of Australia members until November 25 and will then be available to everyone).  

  14. 116

    What's in Store: Why Self Storage is on the Investment Radar

    Explore the fast-expanding self storage sector with two of the top three players in Australia and New Zealand: Nikki Lawson from Abacus Storage King and Sam Kennard of Kennards Self Storage.   Discover why this asset class is attracting global attention, billions of dollars in annual revenue, and big investments from local and offshore players in our latest episode of Talking Property with CBRE. Get insider perspectives on what's driving growth and the unique challenges and opportunities ahead.Key topics up for discussion include: How the resilience of the self storage market post Covid has put Australia on the global map.The mispricing that's driving interest in self storage investment opportunities.The likely headwinds and tailwinds for the sector.Why self storage is a very human business linked to life events and the way in which this is influencing the sector's evolution.While this is one of our longer episodes, stay with us to find out some of the more unexpected uses of self storage as well as what's next for Abacus Storage King and Kennards Self Storage.             

  15. 115

    Redefining Workspaces: What's drawing people back

    In this latest episode of Talking Property, we dive into the evolving landscape of modern workplace design and its profound impact on employee engagement and productivity.   We're joined by Ashurst's Global Director of Workplace Michael Blitz and CBRE Director of Workplace Consulting Jenny Liu, to analyse the role innovative office spaces play in attracting and retaining top talent.  Topics on the agenda include:  The generational shifts shaping workplace expectations and experience as Gen Z overtake the Baby Boomers.  How to earn the commute (without mandates).  The importance of technology and flexibility in creating a thriving work environment.  The underestimated role that stairs can play in creating moments that matter.  Tune in to discover how leading organisations are redefining their workspaces to foster collaboration, innovation, and a sense of community. 

  16. 114

    Talking Property: The House View Q4 2025

    In this final edition of The House View for 2025, CBRE’s Australia & New Zealand CEO Phil Rowland and Head of Research Sameer Chopra examine the trajectory of the Australian property market and what to expect in the year ahead.From global market shifts to emerging opportunities, this episode dives deep into the forces shaping real estate across Australia and beyond. Topics up for discussion include: ·      Increasing global competition for capital     Debt and equity market movementsOccupier trends and the evolving role of AI in driving productivity     Residential market dynamics·      The current trends and future outlook for the office, retail and industrial sectors

  17. 113

    Revamping Retail: Inside Australia's Premium Shopping Destinations

    Join us as we delve into the world of premium retail with Ross Siciliano, General Manager of Premium & Luxury Accounts at Vicinity Centres, and Kate Bailey, CBRE’s Australian Head of Retail Research. Discover why premium retail is outperforming, both in Australia and globally, and the way in which experience has become the new product.  In this episode of Talking Property with CBRE, we explore exciting new developments such as Sydney's Chatswood Chase, including the unprecedented addition of 12 flagship LVMH brands.  Gain insights into the management strategies behind some of the country's leading retail assets and the trends driving success, from the elevation of food and beverage to the allure of luxury, and how this is driving more shopping centre visits, longer stays, higher sales and greater retail demand.  

  18. 112

    Luxury Lodges Unveiled: The Future of High-End Travel

    Dive into the booming luxury lodge sector on Talking Property with CBRE, featuring insights from Michael Crawford, CEO of Baillie Lodges, and Tom Gibson, Senior Director at CBRE Hotels. Discover how these boutique, experience-driven accommodation assets are outperforming in Australia, New Zealand, and beyond, catering to the evolving tastes of affluent travellers and a growing millennial and Gen Z demographic. From the pristine wilderness of Southern Ocean Lodge to the pioneering Capella on Lord Howe Island, learn what makes these destinations a magnet for people seeking personalised, nature-centric luxury escapes. You'll also discover why luxury lodges are being pursued by a growing number of institutional investors. And to discover more, you can read CBRE's Luxury Lodge Market report.

  19. 111

    From Gym to Street: The Athleisure Retail Boom

    Dive into the booming athleisure wear sector on Talking Property with CBRE, featuring insights from Lorna Jane's Anna Strzelczykowski and CBRE's Kate Bailey. Discover the intersection of fashion, fitness, and future retail trends, from the rise of activewear to the evolution of shopping experiences. Uncover how brands like Lorna Jane are redefining consumer lifestyles and why physical stores are still crucial in the digital age. Don't miss out on this blend of industry expertise and trend analysis. For further insights you can also read CBRE's new Fitness Meets Fashion research report.

  20. 110

    Private Credit’s $90bn Real Estate Evolution

    In this episode, we discuss Australia’s fast growing private credit sector with MA Financial Group’s Drew Bowie and CBRE’s Andrew McCasker. They explore the significant growth potential in private credit funding, particularly in the residential development sector.The conversation delves into the role of private credit in addressing housing supply issues, the importance of regulatory transparency, and the evolving nature of investment structures. Drew and Andrew also discuss the need for manager accountability, whether managers should have 'skin in the game', the role of advisor networks in navigating the private credit space and what investors should be watching out for.If you want to find out more about this evolving market sector, you can also read CBRE’s Private Credit in Australian Real Estate report

  21. 109

    The 'Barracudas' Are Coming: E-commerce, Tariffs, and I&L's New Dynamics

    Is the industrial and logistics (I&L) property market still soaring, or are we heading for a cool-down? Unpack the latest trends and future opportunities with Anna Maras from Charter Hall and APAC CBRE I&L expert Mick Bowens.In this episode, Kathryn House catches up with Anna and Mick to discuss the current state of the Australian I&L market, focusing on vacancy rates, capital market trends, rental activity, and the impact of e-commerce growth.They also explore how Australia’s I&L sector is performing relative to Asia, Europe and the US and delve into some of the hot topics of conversation in the Australian market, including the outlook for multi-level warehousing, what the implication of US tariffs might be and what to expect from a new wave of Chinese e-commerce groups.

  22. 108

    Talking Property: The House View Q3 2025

    In this must-listen Q3 episode of The House View for 2025, CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra cut through the noise to provide a concise yet comprehensive analysis of Australia's property sector. From the macro picture to granular sector trends, and the burgeoning influence of private capital and infrastructure, this conversation is packed with data and insights.The Unstoppable Population Boom: Discover how Australia's rapid growth - expecting 2.5 million new residents by 2027 - is fueling unprecedented demand across all property sectors. This is a game-changer for investors seeking new markets, occupiers planning expansion, and government bodies facing critical infrastructure needs.The "Single Biggest Risk": Hear Sameer Chopra's stark warning about taxation uncertainty, specifically regarding unrealised capital gains. This potential "permanent impairment of assets" is a crucial alert for investors, a consideration for occupiers, and a key policy challenge for government.Residential's Double-Digit Growth: Learn why residential property is poised for significant price and rent increases. Understand how interest rate cuts could unlock substantial affordability, impacting investment returns, workforce housing, and government policy.The Private Credit Revolution: Explore how Australia's real estate private credit market is forecast to nearly double to $90bn by 2029. This burgeoning sector offers investors attractive returns and flexible financing options for occupiers.Infrastructure's $100 Billion Impact: Hear how Australia's massive annual infrastructure spend is transforming cities, boosting logistics efficiency, and creating new development opportunities, particularly in the industrial and apartment sectors.

  23. 107

    Community. Capital. Blurred Lines. Clear Perspectives. This is the Co-Living opportunity.

    Dive into the transformative world of co-living in Australia with Kathryn House, Rhys Williams, and Andrew Purdon. Unpack the emergence of co-living spaces as Rhys, co-owner of UKO, Australia's leading co-living operator, and Andrew, Regional Director at CBRE, dissect the appeal, investment prospects, and a diverse tenant base seeking community, convenience, and flexibility. Discover how this evolving housing sector is reshaping city living, offering solutions for key workers, and attracting significant investor interest. Don't miss out on groundbreaking insights into the future of urban living.

  24. 106

    Insider Access: Property Leaders’ Summit 2025

    In this forward-looking episode, our guests explore the dynamic forces reshaping Australia’s real estate investment landscape. From shifting capital flows and evolving demographic trends to the explosive growth of the data center sector and the urgent challenges in housing supply, this conversation offers a rare, insider perspective on what’s next for the property industry.

  25. 105

    Australia’s Top Property Performer: The Rise of Agribusiness

    In this episode of Talking Property with CBRE, we discuss Australia’s evolving agribusiness sector, which has been named as Australia’s top-performing property asset class in a new industry report.Joined by industry experts Brad Wheaton of Gunn Agri partners and CBRE’s Andrew Loughnan, we explore the factors driving agricultural investment, the challenges faced by the sector, and the growing interest from institutional investors.The conversation delves into sustainable agricultural practices, the integration of renewable energy, and the potential of carbon credits and biodiversity projects. We also examine the evolving agriculture landscape, including the importance of innovation and new industry ownership models.

  26. 104

    The Long Road: Are CRE Investor Preferences Shifting?

    Could long-leased property assets swing back into favour, as core funds seek greater income security? It’s a topic we explore in our latest Talking Property episode amid ongoing global economic uncertainty.As leasing fundamentals shift, particularly in Australia’s industrial & logistics sector, there are signs that assets with long weighted average lease expiries (knowns as WALEs) could be coming back onto the investment radar.Charter Hall’s Diversified CEO Avi Anger and CBRE’s Executive Director, Industrial & Logistics – Capital Markets, Chris O’Brien offer their views on this shifting investor landscape and whether we’re likely to see more major corporates pursuing long-term sale and leaseback opportunities.It seems we could be on the cusp of some major market shifts, so make sure to tune in to find out what’s next.

  27. 103

    Shifting the dial on Australia’s housing shortage

    There are numerous hurdles and challenges to overcome to solve for Australia’s housing crisis.But in the inimitable words of Bob the Builder, ‘Can we fix it? Yes, we can.”That was the message from the Property Council of Australia’s recent National Housing Solutions Summit and it’s something we explore in our latest Talking Property podcast with two of the panelists: Mirvac CEO Development, Stuart Penklis and Building 4.0 CRC CEO Professor Mathew Aitchison. We’ll need to be more innovative, take the leadfrom overseas countries like Sweden, and incentivise global investment at scale.Tune in to find out how prefabrication, emerging housing types such as Land Lease estates and the introduction of a housing Research & Development Corporation could help Australia shift the dial.  

  28. 102

    Talking Property: The House View Q2 2025

    In this second edition of The House View for 2025, CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra discuss the importance of staying the course, at a time when operating conditions are volatile and uncertain.“Of course this needs to be ‘pragmatic optimism, not blind optimism’, but staying centred on your strategy, looking through the headwinds that are transitory vs structural, and keeping your conviction on the areas where you have a right to win, is just so important,’’ Phil notes. They also cover off on what they’re seeing in the property market, both in Australia and internationally, what’s happening in the infrastructure arena, and do a deepdive on Melbourne, to explore whether it’s a case of ‘when’ rather than ‘if’ the city will attract renewed investor demand.To round out the conversation they do a quick check on the full year predictions they made in January.Make sure to follow Talking Property wherever you get your podcasts to ensure you don’t miss their next House View in July as well as our regular fortnightly episodes.

  29. 101

    You Can Bank On It

    George Vallas recently took the reins as the Commonwealth Bank of Australia’s Head of Real Estate, Institutional Banking & Markets.He joined Talking Property to give us his take on a broad range of topics, including commercial property trading activity, recent market challenges, his expectation for rate cuts and the asset classes he’d choose to invest in this year.CBA is Australia’s largest corporate real estate lender, so we relished the opportunity to get under the hood to find out what’s driving the bank’s real estate strategies.Tune in to find out more, including what inspired George to take on a career in banking and where he sees the best property investment opportunities in 2025.

  30. 100

    Wheeling and Dealing

    Timing is everything in property. But can you sell too early? Why are deals like buses? And how important is it to leave a drink on the table when trading assets?Find out from 8Hotels Hospitality owner Paul Fischmann and CBRE national hotel director Wayne Bunz in our latest Talking Property podcast.Paul was mentored by some of Australia’s most successful wheeler dealers. He shares his story and the best advice he’s received along the way. Paul and Wayne also share their thoughts on Australia’s hotel market outlook, which you can read more about in CBRE’s latest hotel research report Hotels Australia - Overview & Outlook 2025 | CBRE Australia.Please reach out if you have ideas for future Talking Property podcasts via [email protected].

  31. 99

    The Results are In

    Hundreds of Australian companies have just posted their half year results – including a swag of ASX-listed property groups. And one of the key themes to emerge was that the property market appears to be at an inflection point.Tune in to hear from The Australian Financial Review columnist Robert Harley and The Australian’s Commercial Property Editor Ben Wilmot as they dissect the results, what they flag for the year ahead, the sectors to watch and what’s top of mind for the country’s major property owners and managers.We recorded this episode on February 27, so the occasional ‘today’ reference relates to this date as the reporting season was wrapping up.Please reach out if you have ideas for future Talking Property podcasts via [email protected].

  32. 98

    From Racing Cars to Renewables

    In this episode we sit down with Lee Holdsworth, a Bathurst 1000 supercars winner and CBRE commercial real estate expert, who has a key focus on alternative investment assets, particularly in the renewables space. With Australia’s energy transition dominating the headlines, Lee shares where he sees the best property opportunities, what’s driving investors to focus on alternative investments, the importance of finding the right capital partners and some of the new innovations to watch out for.He also shares what put property on his radar, how to have a winner’s mindset, and the inherent irony in transitioning from a petrol guzzling career into one geared towards a net zero future.Make sure to follow Talking Property wherever you get your podcasts to ensure you don’t miss our fortnightly insights and industry perspectives. And keep an eye out for an upcoming CBRE Research report on the renewables sector

  33. 97

    Talking Property: The House View Q1 2025

    In this first edition of The House View for 2025, CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra give their take on the key opportunities and challenges for the Australian property sector. They explore the concept of ‘exceptionalism’ and why we’re likely to see strong rent and capital value growth in premium, well located assets, while gains are expected to be much slower elsewhere. The global and local trends shaping the property market are also up for discussion, as are Phil and Sameer’s key predictions on interest rates, cap rate compression, investment activity and the return to office.

  34. 96

    2025 Property Predictions: Part 2

    To kick off 2025 we’ve spoken to four Australian property leaders about the best market opportunities this year, the potential industry game changers, and the areas ripe for transformation.In this episode we hear from Dexus CEO Ross Du Vernet and GPT CEO Russell Proutt, who touch on everything from investment decision making through to the revitalisation of Australia’s CBDs, shaking up the way that tenants, landlords and investors think about office space, the intersection between real estate and infrastructure and the transformationalimpact private institutional capital will have on the property sector.And make sure to follow Talking Property wherever you get your podcasts to ensure you don’t miss our first CBRE House View episode for 2025 with Phil Rowland and Sameer Chopra.

  35. 95

    2025 Property Predictions: Part 1

    Happy New Year!To kick off 2025 we talk to key Australian property leaders about the best market opportunities this year, the potential industry game changers and the areas ripe for transformation.We’re rolling out two episodes: this episode features QIC Real Estate Managing Director Deb Coakley and Growthpoint CEO Ross Lees. On January 23 we’ll go live with Part 2, featuring Dexus CEO Ross Du Vernet and GPT CEO Russell Proutt. They’re among the “new guard” of Australian property leaders following recent changes at the helm of some of the country’s top platforms.Make sure to follow Talking Property wherever you get your podcasts to ensure you don’t miss Part 2 as well as our first House View for 2025 with CBRE’s Phil Rowland and Sameer Chopra.

  36. 94

    In Conversation with Spencer Levy

    For our final 2024 Talking Property episode, we join forces with Spencer Levy, who hosts CBRE’s hugely successful US property podcast, The Weekly Take.Spencer is a Global Client Strategist & Senior Economic Advisor for CBRE. In our broad-ranging conversation, we discuss key learnings from his 2024 podcast guests and some high-level takeaways for Australian property players.Up for discussion? The role Fed rate cuts have had on the market’s psychology, how modular construction could ease the current housing shortage, the secret sauce needed to make cities successful, how to combat NIMBYISM when it comes to the hot button topic of planning, and how to navigate the intersection of tech and real estate.Resilience and how to be an effective leader are also on the conversation agenda. You can tune into The Weekly Take here and thanks for all your support for Talking Property in 2025.

  37. 93

    The View from the Top

    Talking Property recently traveled to the Property Council of Australia’s annual Congress to discover and share what’s top of mind for the industry’s key decision makers. In this episode we sit down with Congress panelist Amanda Steele – ISPT’s Group Executive, Head of Property and with Property Council of Australia CEO Mike Zorbas.In our broad-ranging discussion, Amanda and Mike share why we’re likely to see more property investment activity next year, how we can improve the attractiveness of Australia for global capital, what’s needed to tackle the current property skills shortage, whether we’re shifting the dial on the current housing crisis, and the inherent challenges and opportunities associated with AI.It’s the second in a two-part Congress series, with our first episode featuring Simon Kuestenmacher - a prolific and very entertaining commentator on demographic and societal trends. You can find that episode here and check out details for next year’s Congress here.

  38. 92

    Forget pessimism, trust the data

    Simon Kuestenmacher is a leading demographer who ranks as one of the world’s Top 10 influencers in data visualisation, using data to explain how the world works. In the first in a two-part Talking Property series from the Property Council of Australia’s annual Congress, Simon shares why he thinks the property sector shouldn’t be too pessimistic, why global capital still wants to come to Australia and why migration isn’t going to slow down.Simon also shares his views on the long-term outlook for interest rates, Australia’s skills shortage and why the major political parties aren’t interested in cheaper housing, despite the rhetoric.Stay tuned for our second Congress podcast and you can check out details for next year’s Property Council Congress here.

  39. 91
  40. 90

    Betting on Build to Rent

    Australia’s emerging build to rent sector remains in the spotlight, with the country’s need for housing having never been stronger.But it’s been a tough year to get new projects started, amid government policy issues, delivery challenges, high interest rates and a constrained capitalmarkets environment.So, what does the future hold? What’s needed to accelerate Australia’s BTR rollout? And what are some of the lessons learnt by Australia’s BTR pioneers.Find out in our latest Talking Property episode featuring Richard Carmont, the chairman of Arklife and a board member of ADCO, one of Australia’s largest builder-developers. ADCO recently sold recently sold two Brisbane projects to the $256 billion Ontario Teachers’ Pension Plan and the US-based Hines - the world’s second largest BTR player. This episode also features insights from the Pacific Head of CBRE’s Living Sectors Capital Markets business, Andrew Purdon.

  41. 89

    Lifestyles of the Rich and Cashed Up

    Residential property prices. They’re a lively source of dinner party conversation, particularly when it comes to the records being toppled across Australia.Whether it be Atlassian tech billionaire Scott Farquhar pocketing $130 million for his Point Piper estate, Aussie Home Loans founder John Symond chasing over $200 million for his nearby mansion, the Myer family putting a more than $100 million price tag on their Toorak estate, there seems to be no shortage of cash at the top end of the market.So why has the prestige market been so immune to the slowdown in the wider residential market and stubbornly high interest rates? Where are some of the new hot spots? Why are wealthy Australians eyeing off multi-million dollar apartments on the world’s largest luxury residential yacht? And are there prestige markets that have fallen out of favour.Find out all the answers in this latest episode of Talking Property featuring Lisa Allen, Editor of The Weekend Australian’s property magazine, Mansion, and CBRE’s NSW Head of Prestige Residential Valuations Bader Naaman.

  42. 88

    Talking Property: The House View Q4 2024

    In this final edition of The House View for 2024 we delve into the critical role social infrastructure will play in shaping Australia’s future. Healthcare, retirement living, and childcare – they all fall into this category and there are unique dynamics which are driving investor interest in these asset classes.CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra also give their take on the key risks and opportunities in the property sector as we move into 2025, and their top three investment picks.They also dissect the outlook for rate cuts. Will it be this year or next? Make sure you follow Talking Property so you don’t miss Phil and Sameer’s first 2025 House View and fortnightly episodes of Talking Property.

  43. 87

    The property industry’s green ticket

    Green loans. Sustainability linked loans. They’re become increasingly prevalent, reflecting the property market's commitment to responsible and sustainable lending.And it’s not just about reputation. Green finance is becoming one of the keys to accessing debt in today’s competitive market, with billions of dollars required to electrify our building stock and eliminate embodied carbon in the race to net zero.So, what do property owners and financiers need to consider? Find out in our latest Talking Property podcast featuring the Australian Sustainable Finance Institute’s Nicole Yazbek-Martin, Frasers Property Ltd’s Rory Martin and CBRE’s Daniel Sollorz.If you have ideas for future Talking Property podcasts, please contact us at [email protected].

  44. 86

    Australia’s AI-led property evolution

    Artificial Intelligence (AI) is reshaping the world as we know it, and the long-term property sector impact will be profound. But what exactly can landlords and occupiers expect in the coming decade?  From accelerating the rollout of smart buildings through to revolutionising office design, lowering building outgoings, and even shortening our working week, AI has significant potential. But how can companies be disruptors, and not be disrupted, as these AI advancements roll out? And is Australia’s property sector behind the eightball when it comes to embracing AI? Find out in CBRE’s latest Talking Property podcast featuring Taronga Ventures’ Growth Advisor Julian Kezelman and CBRE’s Head of Office Market Research Tom Broderick. You can read more about what to expect in CBRE’s new AI Impact on Office report. And subscribe to Talking Property to ensure that you don’t miss any of our upcoming episodes.  

  45. 85

    The TikTok moment for Australia’s luxury retail sector

    Luxury retail brands. They’re in demand in Australia right now and you might be surprised by who’s buying these high-end products. Forget the Boomers and Gen X, its Millennials and Gen Z who have a growing appetite for luxury, fuelled by their favourite influencers on TikTok and Instagram.These younger consumers helped push luxury retail trade in Australia to a record $6.2 billion in 2023 and the smart retail landlords are taking note. To discuss the trends, we’re joined by Tomi Grainger - most recently the Creator Engagement Partnerships Lead at TikTok - and by CBRE’s Sheree Griff.

  46. 84

    Meet Australia’s long-haired hotel larrikin

    Australia’s largest private hotel owner Dr Jerry Schwartz is not your stereotypical multi-millionaire businessman. He’s been described as a long-haired larrikin and Australia’s very own Willy Wonka, who rarely wears a suit and has been known to jump into the pool at launch events. He’s been a trailblazer in the hotel industry and has made an art-form out of going with his gut, building a portfolio of 15 properties across the country. We chat to Jerry and CBRE’s Wayne Bunz in our latest Talking Property podcast to get the lowdown on the current trends shaping the Australian hotel sector, including the rise in experiential travel and why sustainability has become the industry’s new X factor.

  47. 83

    It’s not easy being green. Or is it?

    What role can data play in enhancing property values, meeting ambitious sustainability goals, capturing the best occupiers and ensuring that property owners are on track in the ongoing race to net zero? And how do investors leverage data to make the right investment decisions? In our latest episode of Talking Property we explore whether big data can provide a big payback. Tune in to hear from the Global Leader of Sustainability for CBRE’s Property Management business Carl Brooks and from the General Manager of ESG for Scape, Australia’s largest student accommodation provider, Chris Nunn. 

  48. 82

    Talking Property: The House View Q3 2024

    In this latest edition of The House View we delve into why alternative assets are on the investment radar, examine the growth potential in data centres, healthcare and hotels, and give CBRE’s take on the outlook for rents, vacancies, demand and investor appetite across Australia’s office, retail, and logistics sectors.CBRE’s Pacific Advisory Services CEO Phil Rowland and Pacific Head of Research Sameer Chopra also revisit some of their bold predictions from the Q1 and Q2 episodes of The House View – including their diverging views on the current interest rate outlook.

  49. 81

    Is Australia back on the radar?

    As the global head of investor thought leadership for CBRE and overseer of the Asia Pacific Research team, Henry Chin is always in demand when he visits Australia.  We were lucky enough to nab him while he was in town for our Talking Property podcast to get his wide-ranging views on topics that are top of mind for investors. Tune in to hear Henry’s take on the current interest rate trajectory, the biggest investor challenges and why he thinks the pendulum is swinging back in favour of the retail sector. He also weighs in on why we need to stop talking about the future of office, where he’d park $200 million if he had the cash, and whether he still believes Australia is in “La La Land” when it comes to commercial property values.  

  50. 80

    What’s top of mind for Australia’s property leaders

    Housing, housing, housing. It was a conversation that dominated the Property Council of Australia’s annual Property Leaders’ Summit given the country’s current supply crisis. But a range of other topics were also put under the microscope, including the current interest rate trajectory, views on alternative property assets, if we’re on track to meet our ambitious energy transition targets, and whether early AI adopters will reap a competitive advantage. The Summit is the hottest property ticket in town, and it’s governed by the Chatham House Rule. So, we were excited by the opportunity to discuss - under the Chatham House Rule of course - key outtakes with the Property Council’s Executive Director of Capital Markets Antony Knep and the Capital Markets Division Council President Carmel Hourigan, who is also Charter Hall’s Office CEO. 

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ABOUT THIS SHOW

Step into the world of commercial real estate and join us for Talking Property with CBRE. In this podcast series, industry-leading experts discuss what’s shaping the property industry and what this means for businesses like yours.If you have any questions from this episode or property topics that you’d like CBRE to answer in future episodes, please email us at: [email protected].

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CBRE Australia

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