# What’s Hot, What’s Not in Commercial Property with Jason Huljich Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich.md Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637) Published: 2026-05-07T19:05:00+00:00 Episode link: https://shows.acast.com/equity-mates/episodes/whats-hot-whats-not-in-commercial-property-with-jason-huljic Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/69fc12663e294ebb0bbf1226/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich Duration seconds: 1945 ## Resource Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail. Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website:  https://centuria.com.au/equitymates In this episode: 00:00 — Tariffs, inflation and commercial property 01:16 — What’s changed since Jason’s last visit 02:29 — How rates and inflation flow through property 05:32 — What investors should watch right now 09:01 — Time in the market for commercial property 12:25 — Buying when others are fearful 15:53 — Industrial, logistics and data centres 26:53 — How investors can think about listed vs unlisted property Stocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH) ——— Want to get involved in the podcast? Record a  voice note  or  send us a message And come and join the conversation in the Equity Mates  Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –  we’ve got you covered . Keep up with the news moving markets with our  daily newsletter  and podcast ( Apple  |  Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast ( Apple  |  Spotify ) Watch on  YouTube Read the  mont… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/equity-mates-investing-podcast-55637/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.