
Equity Mates Investing Podcast The $20 billion commercial property investor - Jason Huljich | Centuria Capital
11 snips
Nov 6, 2025 Join Jason Huljich, Joint CEO of Centuria Group and leader in Australia's commercial property sector, as he shares insights from managing $20 billion in assets. He discusses the resurgence of office real estate, diving into demand trends across major cities. Jason reveals how they are capitalizing on greenhouse investments and leveraging market cycles for stability. With a keen focus on industrial properties and rising data center needs, he highlights adaptive strategies amidst evolving market conditions and investor interest.
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Centuria's Scale And Fund Types
- Centuria manages ~A$20bn across 400 buildings and 2,500 tenants across listed and unlisted funds.
- Their listed side includes sector-specific office and industrial REITs, complemented by ~130 unlisted funds.
Diversified Commercial Asset Mix
- Centuria's largest exposure is industrial (~A$6.3bn) focused on infill warehouses near cities.
- They also own retail, large-scale glasshouse agriculture, data centres, private credit and healthcare assets.
Buy Value And Be Patient
- Seek undervalued locations with structural upside rather than short-term bargains.
- Hold patiently and add value via leasing and redevelopment to capture income and capital gains.
