Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail.

Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates

In this episode:

00:00 — Tariffs, inflation and commercial property

01:16 — What’s changed since Jason’s last visit

02:29 — How rates and inflation flow through property

05:32 — What investors should watch right now

09:01 — Time in the market for commercial property

12:25 — Buying when others are fearful

15:53 — Industrial, logistics and data centres

26:53 — How investors can think about listed vs unlisted property

Stocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH)

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