Australia’s commercial property market continues to adjust to changing lending conditions, creating a renewed focus on the role commercial real estate debt plays in diversified portfolios. In this episode of Relative Return, the discussion explores how commercial real estate debt is being actively used by advisers and wholesale investors seeking capital stability, income resilience and diversification within portfolios.
Investor Daily’s Olivia Grace Curran is joined by Andrew Essey, CIO at Centuria Capital, and Yehuda Gottlieb, Deputy CEO at Centuria Bass Credit, for a practical conversation on how commercial real estate debt operates today and how it can be positioned alongside other portfolio allocations.
What’s covered in the video
This episode unpacks:
- Why commercial real estate debt is back in focus, including how changing bank behaviour and regulatory settings are influencing lending markets;
- How the asset class works in practice, with an overview of the types of loans commonly used and how returns are generated;
- The role of commercial real estate debt in portfolios, and how advisers think about it alongside traditional fixed income and property exposures;
- Key risk considerations, including the importance of structure, security and manager discipline;
- The current market backdrop, outlining valuations, supply conditions and refinancing activity across different parts of Australia.
Who should watch
The discussion and supplementary videos below are designed for advisers and wholesale investors looking to better understand commercial real estate debt, how the market has evolved, and the questions to ask when assessing its suitability within client portfolios.
Watch the episode and videos below to gain a clear, high-level perspective on commercial real estate debt and the key themes shaping the asset class today.
Read more on Centuria Bass’ commercial real estate debt (CRED) funds
