This episode of Talking Property, we explore how commercial real estate lenders are navigating Australia’s shifting market conditions. Host Kathryn House is joined by CBRE’s Andrew McCasker and Nuveen’s Dugald Marr to unpack the latest findings from <a href="https://www.cbre.com.au/insights/reports/h1-2026-australian-lender-sentiment-survey" target="_blank" style="color: rgb(5, 99, 193);">CBRE’s H1 2026 Lender Sentiment Survey</a>. Together, they discuss lender appetite, evolving sector preferences, interest rate expectations, and the growing impact of construction costs and global uncertainty.&nbsp; Dugald also shares insights into Nuveen’s strategy and where the firm sees opportunity across the region.

<description>&lt;p&gt;This episode of &lt;em&gt;Talking Property&lt;/em&gt;, we explore how commercial real estate lenders are navigating Australia’s shifting market conditions.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Host Kathryn House is joined by CBRE’s Andrew McCasker and Nuveen’s Dugald Marr to unpack the latest findings from &lt;a href="https://www.cbre.com.au/insights/reports/h1-2026-australian-lender-sentiment-survey" target="_blank" style="color: rgb(5, 99, 193);"&gt;CBRE’s H1 2026 Lender Sentiment Survey&lt;/a&gt;. Together, they discuss lender appetite, evolving sector preferences, interest rate expectations, and the growing impact of construction costs and global uncertainty.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Dugald also shares insights into Nuveen’s strategy and where the firm sees opportunity across the region.&lt;/p&gt;</description>

This episode of Talking Property, we explore how commercial real estate lenders are navigating Australia’s shifting market conditions.Host Kathryn House is joined by CBRE’s Andrew McCasker and Nuveen’s Dugald Marr to unpack the latest findings from...

Shifting Gears: Where Property Lenders Are Placing Bets

Australia is becoming a nation of long-term renters - but the housing system isn’t keeping up.&nbsp; In this episode of Talking Property, we explore the growing disconnect between strong rental demand and the limited supply of new homes drawing on <a href="https://www.cbre.com.au/insights/reports/australian-renter-survey-2026" target="_blank" style="color: rgb(5, 99, 193);">fresh research from CBRE and REA Group,</a> and insights from the Property Council of Australia’s recent National Housing Solutions Summit.&nbsp; Assemble CEO Carolyn Viney, REA Group Senior Economist Anne Flaherty and CBRE’s Pacific Head of Living Sectors Capital Markets Andrew Purdon discuss how renters are staying longer, facing greater affordability pressures, and making deeper compromises as well as the roadblocks to developing more rental housing in Australia.&nbsp;&nbsp;&nbsp; From planning constraints and rising construction costs to shifting renter preferences and evolving investment strategies, the conversation examines the key “frictions” holding back supply. The episode also highlights where opportunity lies, including the growing role of build-to-rent, co-living and mixed-tenure developments in meeting demand.&nbsp;

<description>&lt;p&gt;Australia is becoming a nation of long-term renters - but the housing system isn’t keeping up.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In this episode of &lt;em&gt;Talking Property&lt;/em&gt;, we explore the growing disconnect between strong rental demand and the limited supply of new homes drawing on &lt;a href="https://www.cbre.com.au/insights/reports/australian-renter-survey-2026" target="_blank" style="color: rgb(5, 99, 193);"&gt;fresh research from CBRE and REA Group,&lt;/a&gt; and insights from the Property Council of Australia’s recent National Housing Solutions Summit.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Assemble CEO Carolyn Viney, REA Group Senior Economist Anne Flaherty and CBRE’s Pacific Head of Living Sectors Capital Markets Andrew Purdon discuss how renters are staying longer, facing greater affordability pressures, and making deeper compromises as well as the roadblocks to developing more rental housing in Australia.&amp;nbsp;&amp;nbsp;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;From planning constraints and rising construction costs to shifting renter preferences and evolving investment strategies, the conversation examines the key “frictions” holding back supply. The episode also highlights where opportunity lies, including the growing role of build-to-rent, co-living and mixed-tenure developments in meeting demand.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;</description>

Australia is becoming a nation of long-term renters - but the housing system isn’t keeping up. In this episode of Talking Property, we explore the growing disconnect between strong rental demand and the limited supply of new homes drawing on fresh ...

The Rise of the Long-Term Renter 

Australia is in a global race for AI infrastructure — but are we moving fast enough to compete?&nbsp; In this episode of&nbsp;Talking Property with CBRE, host Kathryn House is joined by Belinda Dennett, co‑founder and CEO of Data Centres Australia, and Matt Madden, CBRE’s Senior Managing Director of Data Centre Solutions for Asia Pacific, to unpack the rapid evolution of the data centre sector and what’s at stake for Australia.&nbsp; As capital accelerates, demand intensifies and AI reshapes the digital economy, the conversation explores whether Australia can attract and&nbsp;retain&nbsp;AI workloads — or risks falling behind regional competitors.&nbsp;&nbsp; The episode also delves into the rise of&nbsp;neocloud&nbsp;operators and why data centres are no longer just “warehouses” of the digital economy, but factories creating intelligence, jobs and long‑term economic value.&nbsp;

<description>&lt;p&gt;Australia is in a global race for AI infrastructure — but are we moving fast enough to compete?&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In this episode of&amp;nbsp;&lt;em&gt;Talking Property with CBRE&lt;/em&gt;, host Kathryn House is joined by Belinda Dennett, co‑founder and CEO of Data Centres Australia, and Matt Madden, CBRE’s Senior Managing Director of Data Centre Solutions for Asia Pacific, to unpack the rapid evolution of the data centre sector and what’s at stake for Australia.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;As capital accelerates, demand intensifies and AI reshapes the digital economy, the conversation explores whether Australia can attract and&amp;nbsp;retain&amp;nbsp;AI workloads — or risks falling behind regional competitors.&amp;nbsp;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;The episode also delves into the rise of&amp;nbsp;neocloud&amp;nbsp;operators and why data centres are no longer just “warehouses” of the digital economy, but factories creating intelligence, jobs and long‑term economic value.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;</description>

Australia is in a global race for AI infrastructure — but are we moving fast enough to compete? In this episode of Talking Property with CBRE, host Kathryn House is joined by Belinda Dennett, co‑founder and CEO of Data Centres Australia, and Matt M...

Power, Policy and Pace: Australia’s Data Centre Opportunity 

This episode of&nbsp;The House View explores what a rapidly shifting economic and geopolitical landscape&nbsp;means for Australian real estate.&nbsp; Recorded earlier than planned amid rising global tensions, higher oil prices and a reset in the interest rate outlook, the episode tackles the big question facing investors and occupiers alike: what has&nbsp;truly changed, and what fundamentals still hold?&nbsp; CBRE's Phil Rowland and Sameer Chopra explore the growing impact of energy costs and bond yields on construction viability, why supply constraints are set to intensify across key sectors, and how rent growth is surprising on the upside in parts of the market despite near‑term volatility. They also dig into capital&nbsp;markets&nbsp;dynamics, cap rate expectations, and why agility has become essential as investment cycles shorten.&nbsp; The conversation rounds out with a forward‑looking discussion on AI, employment trends and&nbsp;the “flight to&nbsp;power” as access to energy becomes a defining factor in real estate performance.&nbsp;

<description>&lt;p&gt;This episode of&amp;nbsp;The House View explores what a rapidly shifting economic and geopolitical landscape&amp;nbsp;means for Australian real estate.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Recorded earlier than planned amid rising global tensions, higher oil prices and a reset in the interest rate outlook, the episode tackles the big question facing investors and occupiers alike: what has&amp;nbsp;truly changed, and what fundamentals still hold?&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;CBRE's Phil Rowland and Sameer Chopra explore the growing impact of energy costs and bond yields on construction viability, why supply constraints are set to intensify across key sectors, and how rent growth is surprising on the upside in parts of the market despite near‑term volatility. They also dig into capital&amp;nbsp;markets&amp;nbsp;dynamics, cap rate expectations, and why agility has become essential as investment cycles shorten.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;The conversation rounds out with a forward‑looking discussion on AI, employment trends and&amp;nbsp;the “flight to&amp;nbsp;power” as access to energy becomes a defining factor in real estate performance.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;</description>

This episode of The House View explores what a rapidly shifting economic and geopolitical landscape means for Australian real estate. Recorded earlier than planned amid rising global tensions, higher oil prices and a reset in the interest rate outl...

Talking Property: The House View Q2 2026

The Brisbane 2032 Games promise global attention, investment&nbsp;momentum&nbsp;and major infrastructure—but they also bring delivery pressure, supply&nbsp;constraints&nbsp;and real execution risk.&nbsp; In this episode of&nbsp;Talking Property, CBRE experts across research, hotels and infrastructure unpack where the genuine opportunities lie and the decisions that will influence Brisbane’s growth long after the closing ceremony.&nbsp;&nbsp;The discussion looks at what was already underway before the Games, what changes because of them, and what Brisbane must get right to turn a moment into long‑term momentum.&nbsp;&nbsp;&nbsp;To find out more you can explore CBRE’s new report:&nbsp;<a href="https://www.cbre.com.au/insights/reports/brisbane-2032-separating-the-real-estate-myths-from-realities" target="_blank" style="color: rgb(5, 99, 193);">Brisbane 2032: Separating the Real Estate Myths from Realities.</a>&nbsp; &nbsp;

<description>&lt;p&gt;The Brisbane 2032 Games promise global attention, investment&amp;nbsp;momentum&amp;nbsp;and major infrastructure—but they also bring delivery pressure, supply&amp;nbsp;constraints&amp;nbsp;and real execution risk.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In this episode of&amp;nbsp;&lt;em&gt;Talking Property&lt;/em&gt;, CBRE experts across research, hotels and infrastructure unpack where the genuine opportunities lie and the decisions that will influence Brisbane’s growth long after the closing ceremony.&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;The discussion looks at what was already underway before the Games, what changes because of them, and what Brisbane must get right to turn a moment into long‑term momentum.&amp;nbsp;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;To find out more you can explore CBRE’s new report:&amp;nbsp;&lt;a href="https://www.cbre.com.au/insights/reports/brisbane-2032-separating-the-real-estate-myths-from-realities" target="_blank" style="color: rgb(5, 99, 193);"&gt;Brisbane 2032: Separating the Real Estate Myths from Realities.&lt;/a&gt;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;span style="background-color: rgb(198, 198, 198);"&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;</description>

The Brisbane 2032 Games promise global attention, investment momentum and major infrastructure—but they also bring delivery pressure, supply constraints and real execution risk. In this episode of Talking Property, CBRE experts across research, hot...

Brisbane 2032: Opportunity, Risk and the Real Estate Reality 

Step into the world of commercial real estate and join us for Talking Property with CBRE. In this podcast series, industry-leading experts discuss what’s shaping the property industry and what this means for businesses like yours. If you have any questions from this episode or property topics that you’d like CBRE to answer in future episodes, please email us at: <a href="mailto:talkingproperty@cbre.com">talkingproperty@cbre.com</a>.&nbsp;

Talking Property with CBRE

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