Precisely Property

In this episode, we’re diving deep into the performance and future of Australia’s retail property market with CBRE’s Kate Bailey. From neighbourhood centres to large-format retail, we explore how different retail asset types are faring across the country, uncover key differences between Sydney, Melbourne and Brisbane, and discuss the trends shaping rents, leasing incentives and tenant-landlord dynamics. Kate also shares her insights on the outlook for retail yields, how investors are assessing risk versus return, and where the most exciting opportunities lie, whether in redevelopment, mixed-use integration or evolving tenant mixes.

Kate Bailey is CBRE’s National Head of Retail and Alternatives Research, leading the Melbourne research team since 2015. With a career spanning economic consulting, property valuation, strategy and forecasting, Kate has worked in both Australia and the UK. She began her career in 2008 in property economic consulting, later joining a UK property developer as a valuer and analyst, before returning to Australia to spend four years in property strategy at Coles. Today, she brings her deep expertise to providing research and insights that help shape the future of Australia’s retail and alternative property sectors.

Listen now to gain valuable perspectives on the current state and future opportunities in retail property.

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Kate Bailey

CBRE

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, we dive into the world of private credit, what it is, how it has emerged as an alternative funding source and why it’s becoming an increasingly important part of Australia’s capital stack. We explore where private credit fits in alongside traditional lending, the types of returns it offers and which asset classes are most attractive to investors. Chris Moyle of Argyle Square also shares insights on whether further regulation is needed, the risks and opportunities shaping the sector and what the future of private credit in Australia might look like.

Chris is the Joint Managing Director of Argyle Square, a Melbourne-based property investment manager and private lender. With more than 20 years’ experience in property lending across Australia and the UK, he has held senior roles at Westpac, NAB and as Chief Investment Officer for a Buxton family-backed investment manager. Over his career, Chris has delivered finance for some of Australia’s largest developments, with extensive expertise in transaction origination and execution. In 2022, he co-founded Argyle Square alongside Rob Altson and Costa Asset Management, the investment arm of the Costa family.

Tune in to gain valuable insights into how private credit is reshaping Australia’s lending landscape and what it means for the future of property finance.

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Chris Moyle

Argyle Square

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode of Precisely Property, we dive into the state of the European commercial office market and uncover what Australia can learn from its experience. Tom Duncan from Stoneweg-Icona shares valuable insights on current trends shaping the European market, including yields, pricing, tenant demand, supply dynamics and the growing impact of ESG requirements. He also explores the risks and opportunities that lie ahead for office markets in Europe and how these lessons can inform Australia’s outlook. With shifting tenant expectations, changing work patterns and evolving investment strategies, this conversation sheds light on how the office sector is transforming globally and what this means for local investors and developers.

At the time of the conversation in June, Tom Duncan led group-level initiatives across real assets and alternatives for Stoneweg-Icona’s AU$16 billion global platform and was based in London. Since then, he has taken a new role at Brisbane-based Sentinel Property Group. With two decades of experience in office investment strategy, he has held senior research, strategy and product roles in Australia and Europe with organisations including Cromwell Property Group, JLL, Colliers International and Swiss Life. At Stoneweg, Tom supported the strategic positioning of its AU$2.3 billion European office portfolio, focusing on both core and value-add assets. At Sentinel, he will use his experience to expand their investor base and grow their $2 billion AUM which includes the recent $132 million office acquisition in the heart of the 2032 Brisbane Olympic Precinct. Recognised as a thought-leader on thematic and structural changes in the office market, Tom brings a global perspective on how the sector is evolving.

If you’re looking to understand the future of office markets, both in Europe and here in Australia, this episode is packed with insights you won’t want to miss.

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Tom Duncan

Stoneweg

Sentinel Property Group

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this special bonus episode, we’re joined by Chief Economist Besa Deda, recorded just one day after the Reserve Bank of Australia (RBA) announced its July decision to hold the cash rate steady.

With impeccable timing, this conversation covers the big-picture economic trends shaping Australia’s future, from rising risks to emerging opportunities across 2025 and 2026. Besa shares her views on interest rates, the role of the RBA and reflects on the key drivers of the Australian economy over the past two years.

We also hear about Besa’s new role at William Buck, where she has become the first Chief Economist appointed by an Australian mid-tier accounting and advisory firm, marking an important milestone in the evolution of economic advisory services.

Besa is one of Australia’s most respected economists, known for making complex economic issues both engaging and understandable. She brings over 20 years of experience across financial services, including senior roles at the Westpac Group, St.George Bank and Commonwealth Bank. In 2008, she made history as the first female Chief Economist at an Australian bank. Besa is also Chair of Australian Business Economists and a member of the ANU RBA Shadow Board.

Tune in for this timely conversation, a must-listen for business leaders, investors and anyone wanting to better understand where the Australian economy may be headed.

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Besa Deda

William Buck

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, we explore the role of Modern Methods of Construction (MMC) in shaping a more efficient, sustainable and innovative future for the built environment. Our guest, Pete Morrison, brings decades of experience in offsite construction and prefabricated timber systems to the table and provides practical insights into why the industry must evolve.

We unpack what MMC really means, the different types in practice today, and why end users, not just developers, should care about them. Pete explains how prefabricated timber solutions are redefining the way we think about construction, both globally and here in Australia. He shares examples from overseas markets, discusses the advantages (and some of the misconceptions), and highlights the systemic changes required to bring these solutions into the mainstream locally. We also talk policy, what governments need to understand to support MMC adoption, and how project delivery models in Australia must adapt if we are to embrace smarter, greener ways of building.

Pete Morrison is Executive Director and CEO at GTT, a leading manufacturer of prefabricated timber-based “kit of parts” systems. A passionate advocate for Modern Methods of Construction, Pete’s career has been dedicated to driving practical, scalable change across the building sector. With deep expertise in offsite construction, he is a strong voice for innovation that reduces waste, increases productivity and brings high-quality outcomes to life faster and more sustainably.

Tune in now! Whether you're on-site, in government or curious about how buildings are made, this episode will reshape the way you think about how we build.

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Pete Morrison

GTT

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, we sit down with Mark Dawson, Director and National Housing Lead at Urbis, to explore one of the most pressing issues facing Australia today - the housing crisis. Mark shares his unique perspective, grounded in over two decades of public and private sector consulting, on what’s driving the current crisis, from demand and supply imbalances to system inefficiencies and planning bottlenecks. We unpack the common solutions being explored in policy and industry circles, but more importantly, Mark challenges us to think beyond the conventional. What bold, outside-the-box ideas might actually move the needle? How do we shift mindsets to not just build more homes, but build better systems, precincts and communities?!

Mark Dawson brings 20 years of experience in housing and precincts strategy, having worked across both government and the private sector. Mark is recognised for his ability to bring together big-picture thinking with practical, place-based solutions. At Urbis, he leads a multidisciplinary team focused on solving Australia’s housing challenges through evidence-based advisory, long-term planning and innovative thinking that connects people, places and policy.

This episode is a must-listen for anyone working in or affected by Australia’s housing system, from government and policy advisors to developers, investors and planners. Tune in as we explore what it will really take to deliver a more liveable, inclusive future for all Australians. 

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Mark Dawson

Urbis

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, we take a closer look at the evolving profile of Australian renters in 2025 and what it means for both developers and policymakers. Nicole Hiddlestone shares her expert insights on the latest trends in both Build-to-Sell (BTS) and Build-to-Rent (BTR) apartment markets, highlighting the most in-demand features, common pitfalls developers are making and how renter expectations are shifting. We also explore the broader implications for housing policy, particularly as renters now make up around 30% of all households, an even larger share among younger Australians. Nicole provides a practical lens into what government needs to understand about the rental experience, from the perspectives of tenants and investors alike and what’s required to support a more stable, responsive rental sector.

Nicole Hiddlestone is a Licensed Estate Agent with over 18 years’ experience in property management and project leasing, with a deep specialisation in the Build-to-Rent sector. As Head of Strategic Growth at Infolio, she leads the Project Leasing and BTR division, working closely with developers from concept through to delivery. Nicole is known for developing innovative leasing strategies that reduce vacancy rates, speed up leasing and increase tenant retention. She partners with clients to optimise floor plans, pricing and renter experience, and helps them navigate the complex regulatory and operational landscape of rental housing to achieve long-term success.

A must-listen for developers, investors, policymakers and anyone interested in the future of rental housing in Australia. Gain actionable insights into renter behaviour, leasing trends and the strategic decisions that will shape successful projects in 2025 and beyond.

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Nicole Hiddlestone 

Infolio Property Advisors

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode of Precisely Property, we dive into one of the most pressing challenges facing the housing sector today: the rising cost of delivering new homes. Our guest, Steve Sfendourakis, an experienced builder and developer, unpacks what’s driving the delivery cost crisis across 2024 and into 2025, from material price volatility and labour shortages to the impact of outdated planning systems and regulatory pressures. We reflect on how conditions in the development industry have shifted over the past decade and explore what needs to change to restore viability in the sector. The conversation also touches on the key risks facing developers in 2025, while identifying areas of opportunity for those prepared to adapt and innovate.

Steve Sfendourakis is the Co-Founder and Managing Director of Stemcon, a building and property development company known for delivering multi-unit residential and mixed-use projects across Victoria. A registered Unlimited Domestic and Commercial Building Practitioner, Steve brings over 25 years of industry experience to the conversation. His background in civil engineering and architectural design gives him a well-rounded perspective on the complexities of property development. Since founding Stemcon in 2008, Steve has led with a focus on quality, innovation and a client-first approach, building on a proud family legacy in the construction industry.

Tune in for practical insight on navigating the cost of housing delivery crisis and what it means for the year ahead.

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Stemcon
Get in touch with Steve > [email protected]

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode of Precisely Property, we explore how to maximise Net Operating Income (NOI) in Build to Rent (BTR) assets – other than ‘cap rate’, the most important factor in driving investment performance in residential real estate. Our guest, Dominic Martin, Managing Director at CompassRock International and Global Apartment Advisors (GAA) shares insights into what NOI is, why it matters, and the key components that contribute to it. Drawing on lessons from the UK’s more established BTR market, we dive into strategies that can help Australian developers and operators improve asset performance, drive operational efficiency, and deliver better outcomes for both investors and residents. It includes insights to more accurately calculating the NOI, which is supported by a one page summary. 

Dominic Martin is a residential investment and operational market expert with 20 years of real estate sector experience. Dominic works across asset management, development viability, and property operations. A member of the Royal Institution of Chartered Surveyors, he has helped shape national housing policy and has served on multiple industry bodies in his time. Dominic’s career spans commercial property, policy advisory and Build to Rent, with a strong focus on optimising investment outcomes through operational excellence.

Whether you’re new to the concept of NOI or looking to refine your current approach, this episode provides practical takeaways for anyone in the BTR sector. Tune in to hear how to apply global best practice to boost NOI and improve the future of rental housing in Australia. 

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Dominic Martin 
CompassRock International 
Global Apartment Advisors (GAA) 

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, we sit down with Domenic Cerantonio, Co-founder and Managing Principal of Cera Stribley, to explore the housing crisis through the eyes of an architect. Domenic shares how architecture and design are evolving in response to growing housing needs and highlights the real-world impact of recent planning reforms. We discuss the current state of the housing market, what governments need to understand and how good design can play a role in improving affordability and liveability. Domenic also offers insights into emerging trends in the apartment and townhouse sectors and what he’s seeing on the ground in the property development space.

With deep expertise in concept design and a strong understanding of property dynamics, Domenic brings a balanced perspective that blends architectural integrity with commercial viability. His sensitivity to local culture and commitment to purposeful design make him a leading voice in shaping Australia's urban future.

Tune in to hear expert insights on how design can respond to the housing crisis, and what developers, planners and policymakers should keep front of mind.

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Domenic Cerantonio
Cera Stribley

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.