{"podcast":{"title":"Equity Mates Investing Podcast","slug":"equity-mates-investing-podcast-55637","podcast_index_feed_id":55637,"rss_url":"https://feeds.acast.com/public/shows/8c560a52-84ff-4b06-b819-f4e9bd6e85ef","website_url":"https://equitymates.com","image_url":"https://assets.pippa.io/shows/6113c4e58b49030d2716f6e0/1629932001241-b9a3641bf992fd152185547c28b9c9c3.jpeg","author":"Equity Mates Media","episode_count":1141,"summary":"Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637"},"episode":{"title":"What’s Hot, What’s Not in Commercial Property with Jason Huljich","slug":"what-s-hot-what-s-not-in-commercial-property-with-jason-huljich","published_at":"2026-05-07T19:05:00+00:00","page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich","show_page_url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637","url":"https://shows.acast.com/equity-mates/episodes/whats-hot-whats-not-in-commercial-property-with-jason-huljic","audio_url":"https://sphinx.acast.com/p/acast/s/equity-mates/e/69fc12663e294ebb0bbf1226/media.mp3","summary":"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…","meta_description":"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 fi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1945,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-mates-investing-podcast-55637/what-s-hot-what-s-not-in-commercial-property-with-jason-huljich.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}