There’s something stirring in the ASX property sector.

With interest rates finally trending lower, the landscape for real estate investment is beginning to shift. Cheaper financing, improving asset valuations, and a potential tailwind for yield-focused investors all mean that property stocks are starting to look a lot more compelling.

While they’ve been out of favour in recent times, could we now be witnessing the early signs of a comeback?

In this episode of Buy Hold Sell, we’re diving into the world of listed property - from retail to residential, industrial to office - to uncover where the best opportunities might lie.

To help make sense of it all, host Chris Conway is joined by two top investors who’ve seen more cycles than most: Matt Williams from Airlie Funds Management and David Wilson from First Sentier Investors.

Together, they run the ruler over three ASX-listed property stocks and discuss the macro forces driving the sector. 

For good measure, Matt and David also name a property play (or two) they like right now.

Please note this episode was filmed on 30 July 2025.