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 outlook, the episode tackles the big question facing investors and occupiers alike: what has truly changed, and what fundamentals still hold? 

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 markets dynamics, cap rate expectations, and why agility has become essential as investment cycles shorten. 

The conversation rounds out with a forward‑looking discussion on AI, employment trends and the “flight to power” as access to energy becomes a defining factor in real estate performance.