AUSTRALIAN PROPERTY JOURNAL'S

BENJAMIN

MARTIN HENRY

Head of Real Estate Research, Pacific with Real Capital Analytics (MSCI)

– Transaction volumes have declined. – How are the different sectors performing. – Alternative real estate outperformed the core sector.

– Have commercial property, particularly industrial property values peaked? – Yields are expanding

– Bond rates and industrial yields spread have narrowed significantly from 300 basis points to 25 bps, will we see a repricing of assets? – Construction trends.

– Rising interest rates putting pressure on the balance sheet of REITs, stretching their LVR, will REITs continue to sell down assets? – Rising US dollar presenting value for US investors. – What can we expect for the remainder of 2022? How will the market finish?