Supply pipeline picking up…
Change:
Threat or advantage?
office
retail
investment
Logistics
…giving tenants
room to grow
THREAT
Advantage
advantage
threat
Cyclical and
structural headwinds…
Construction and manufacturing will slow…
threat
advantage
…while omni-channel retail will grow
threat
advantage
High pricing in a historical context…
…yet fair-value within global context
hotels
residential
…will blow away the innovation cobwebs
Dwelling prices correcting…
threat
…making the great Australian dream more attainable again
advantage
Slowing economy
will dampen corporate travel…
threat
…but a weaker AUD
will encourage
leisure travel
advantage