Australian Alternatives Outlook 2025
Animated publication
1
5.85%
5.65%
Business confidence improves
Unemployment rate moves towards 4.5%
Economic growth improves due to easing consumer headwinds
CRE credit starts to thaw and flow
Decision making timeline normalises
Core inflation improves towards 3%
Book Values Stabilise
Supply pipeline thins given capital constraints and construction costs
Consumer confidence improves
Capital markets transactions momentum continues
RBA pivots and starts rate cutting cycle
10Y bonds fall to ~4.0%
Alternatives yield compression cycle begins →
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Macroeconomic/Financial Indicator
CRE Fundamentals Indicator
CRE Debt Markets Indicator
CRE Capital Markets Indicator
AUD 8bn* *Completed and under construction
4.25%-4.75%
AUD 20bn
4.75%-6.25%
AUD 5bn
4.75%-5.50%
AUD 35bn
11.50%-13.00%
AUD 5bn
4.50%-7.00%
AUD 40bn
4.75%-6.00%
AUD 40bn
6.00%-7.50%
AUD 56bn
4.50%-6.00%
AUD 15bn
4.00%-7.00%
AUD 4bn
7.25%-9.00%
AUD 25bn
4.75%-5.50%
AUD 14bn
5.00%-6.00%
AUD 9bn
5.00%-6.00%
AUD 7bn
$5bn 5.00%-6.00%
AUD 27bn
7.50%-8.00%
Made with FlippingBook Ebook Creator