In this episode of From the helm, Grady Wulff sits down with Grant Nichols, Centuria Head of Listed Funds and CIP Fund Manager, and Belinda Cheung, COF Fund Manager, to discuss sector tailwinds driving investor appetite across industrial and office real estate as FY26 kicks off.
Grant shares his outlook for the industrial sector amid resilient demand and stabilising valuations, while Belinda provides insights into the office market, including leasing dynamics, transactions, and where opportunities may lie as the cycle evolves.
In this interview, Grant and Belinda cover:
• (5:40) why industrial REITs are well-placed to outperform peers in the current market cycle
• (11:25) unlocking marriage value through strategic acquisitions in the industrial portfolio
• (12:37) the forward supply pipeline of new office buildings and what this means for landlords
• (19:05) leasing conditions compared to 12 months ago
Note: This interview was filmed on Tuesday 19 August 2025.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!