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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.