Talking Property with CBRE

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.

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.

From humble beginnings, Salta Properties has grown to be one of Australia’s largest privately owned property companies. In this latest episode of Talking Property, we discuss the company’s evolution, its $3 billion build to rent strategy, the office outlook and what’s next for the industrial & logistics sector with Salta’s Managing Director Sam Tarascio. Sam also gives his views on the current housing supply crisis and what’s needed from government at both a Victorian and national level to stop the bottlenecks.

How can we future proof office buildings? Give workers a better guest experience so that they want to come into the office? And what tactics can landlords employ to foster the workplace experience and provide greater flexibility to enhance occupier engagement, property values, and truly earn the commute? To get under the hood, we’ve spoken to Jaelle Ang, CEO and founder of The Great Room by Industrious, and CBRE’s Executive Managing Director of Property Management, Pacific, Nat Slessor, on our latest Talking Property podcast.

Could land lease communities be one of the solutions for Australia’s housing affordability crisis? They’ve become an increasingly sought after option for retirees. Some 130,000 people are living in these estates and the $12 billion sector having been described as the fastest growing solution for downsizers in Australia. But what exactly is a land lease community, what are the pros and cons of buying into them, how much growth is likely in this sector and why is it rising on the radar of local and offshore institutions and developers? We explore this with Kate Melrose from the Ingenia Communities Group alongside CBRE’s Liam Greentree and Kat Hale in our latest Talking Property podcast. We also discuss CBRE’s inaugural residential valuers survey [https://www.cbre.com.au/insights/reports/australian-residential-valuer-insights-q1-2024], which shines a light on the ever-pressing need for more affordable housing options in Australia. If you have any questions regarding this episode or property topics that you’d like CBRE to address in future episodes, please email us at talkingproperty@cbre.com [talkingproperty@cbre.com].