Property market clues from large investors

I’m always in the property market looking to grow my own portfolio and investments. I’m also watching transactions and keeping an eye on what the big players are doing to get clues and insights.

One of the deals that recently caught my eye was Charter Hall’s recent purchase of Chullora Marketplace for $145m. I think it’s a great deal because of the land value, mix of existing tenants and leasing upside.

Chullora is one of those inner-Sydney suburbs that doesn’t get the glitz of its neighbours, but benefits immensely from the billions of dollars in infrastructure investment happening around it.

Also, the fact that the big end of town is back in the market doing these commercial deals sends confidence that will flow through the market.

I usually talk about residential property because that’s where my businesses are positioned, but commercial is equally important.

Convenience retail has been hot, as have been suburban speciality centres. Industrial and warehousing is consolidating after a strong few years. Office is still in the doldrums, bouncing but with some big question marks.

As interest rates fall, commercial deals will increase and that will flow through into the rest of the market. Confidence typically comes from the top and flows down.

We’re already seeing sentiment bounce in the residential space and with confirmation of green shoots in commercial, the market is well positioned for 2026.

In my audio podcast this week, I discuss the slowdown in the US economy and how that will open the door for more rate cuts next year. If you haven’t already, subscribe on Spotify to make sure you get each episode as it’s released.