【莱坊-2026研究报告】Australian Capital View February 2026.pdfVIP

Australian

CapitalView

February2026TransactionactivityremainedstronginQ4withimprovedinvestorClickhereto

sentiment.Thisconfidencehashelpedspurcapitalgrowthacrossallsubscribe

majorpropertysectors,withstrongerdemandbeginningtodrivea

reductioninyieldsinselectmarkets.

Keyinsights

Risinginvestorconfidencethatassetpricinghasreachedcyclicallows

hasseenliquidityreturntocapitalmarkets.Thismomentumis

expectedtopersistdespitehigherinterestratesasimproving

fundamentalssupportexpectationsofstrongerincomereturns.

ALISTAIRREAD

SENIORECONOMIST,RESEARCHCONSULTING

$51.4b41%32%

Investmentvolumein2025ChangeinannualvolumesCross-bordercapitalmost

active

Totalinvestmentvolumesin2025roseTotalinvestmentvolumesin2025

to$51.4billionwithincreasedinvestorwere41%higherthanin2024.Cross-borderinvestorshavebeenthe

confidence.

mostactive,accountingfor32%of

totalacquisitionsin2025.

6.7%5.6%5.6%

NationalprimeofficeyieldNationalprimeindustrialNationalretailyield

TheweightedAustralianprimeofficeyield