Resources · Articles

Research and analysis from the desk.

Data-driven articles on Australian commercial real estate — office, industrial, retail, and the forces shaping the market.

Updated weekly

The A-grade pivot: what 18 months of flight-to-quality actually changed.

Prime office is finally telling a different story to its B-grade neighbour. We break down the vacancy and rent split by CBD.

Logistics land in Western Sydney: the supply story nobody's telling.

Zoned-but-unbuilt industrial land is thinner than the headline numbers suggest. Our data maps the real pipeline.

Catchment creep: five suburbs where the demand map just moved.

Our latest data flagged five catchments with a meaningful shift in spend capacity this quarter — and the implications for retail landlords.

Lease expiry walls: which CBD has the most exposure in 2027?

We mapped 40,000+ lease expiries across six CBDs to find where landlords face the heaviest rollover risk in the next 24 months.

Yield expansion paused — or did it? Reading the industrial compression gap.

Q1 data shows industrial yield expansion stalling in three markets. We look at whether this is stabilisation or a temporary plateau ahead of further repricing.

Submarket-level cap rates: why national benchmarks mislead valuers.

Applying a single cap rate to a sector hides a 120bps spread at the submarket level. A look at what granular data does to valuation confidence intervals.

Offshore capital flows into Australian CRE: who's buying, and where.

Transaction data from the past 18 months reveals a rotation in foreign buyer composition — with implications for pricing in gateway and non-gateway markets alike.

Growth-corridor planning beyond the gazetteer.

What state planners miss when they benchmark growth corridors on gazetted boundaries alone — and how submarket data fills the gap.

The great rental reset: why 2026 looks nothing like 2023.

Vacancy rates have normalised across four capitals — but the submarket picture is more divergent than any year on record.

Subscribe

The weekly Pulse — in your inbox.

One weekly email, every Friday. Five charts, three signals, and the one thing our research desk is debating this week.

Login