Dexus Board Presentation Worth a Look


The following Board Presentation from Dexus identifies 7 key themes for property investment in the office sector for the coming years ahead.

Summary:

  • Theme 1 - Uncertainty is the one thing we can be certain about

  • Theme 2 - Occupier demand likely to be influenced by confidence

  • Sydney CBD office net absorption Employment growth still solid, Government decentralising

  • Melbourne CBD office net absorption Demand being boosted by super-strong population and jobs growth

  • Theme 3 Low vacancy rates give office markets a high degree of resilience

  • Theme 4 Office markets are at different points in their cycles

  • Theme 5 People will keep flocking to CBDs and inner city areas

  • Theme 6 Lower-for-longer interest rates will underpin investment demand

  • Yield spreads Real estate just became more affordable

  • Relative value Australian office property doesn’t appear expensive on a global scale

  • Theme 7 Australia has the best demographics in the developed world

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