Equity Mates Investing Podcast
Office Pain, Industrial Gain: Opportunities in Commercial Property - Jason Huljich | Centuria
Apr 10, 2025
Jason Huljich, Cofounder and Joint-CEO of Centuria, talks about the evolving landscape of commercial real estate post-pandemic. He highlights how traditional office spaces are challenged, while eCommerce-driven logistics properties thrive. Huljich discusses investing in unlisted funds, expanding to international markets, and the growth of real estate debt. He emphasizes the importance of experienced management during market fluctuations and reveals exciting opportunities in sectors like healthcare and large-format retail properties.
40:02
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Quick takeaways
- The rise in eCommerce has led to significant growth in the logistics and warehouse sector, driving high rental rates and low vacancy.
- The office market is adapting to new flexible work environments, with a potential recovery for well-located properties despite recent challenges.
Deep dives
Understanding Centuria's Investment Approach
Centuria is a significant player in the Australian real estate market, managing a diverse array of properties across various sectors, including office, industrial, and retail. The company operates numerous investment funds, including listed Real Estate Investment Trusts (REITs) on the Australian Securities Exchange and a substantial portfolio of unlisted funds. Investors can choose to focus on specific sectors based on their preferences, whether they are interested in a diversified investment approach or targeted sector investments. This flexibility allows Centuria to cater to a wide range of investors, from individuals looking to invest smaller amounts to large institutional buyers.
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