Geopolitical uncertainty and higher energy prices continue to weigh on the global environment, while rising government debt and growing capital requirements for AI infrastructure have put further upward pressure on long-term interest rates.
We are pleased to present the third edition of the Why Australia report. This qualitative and quantitative analysis explores Australia’s fundamental drivers influencing the outlook of Australia’s commercial real estate (CRE) sector and its resilience as a ‘global safe haven’.
Global real estate is entering a new era following a significant repricing driven by higher interest rates. While valuations have adjusted, property market fundamentals in many sectors are strengthening, and early signs of a recovery have emerged across global markets.