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In this episode of The Exchange, Ryan Loehr sits down with Bruce Baker, Senior Managing Director – Queensland at CBRE, to unpack what’s really driving Australia’s commercial property market and where discerning investors are finding opportunity in the current cycle.

With more than three decades of experience spanning capital markets, funds management, and real estate services, Bruce shares his perspective on how ownership structures, valuation trends, and capital flows have evolved and why Brisbane and South-East Queensland are emerging as markets to watch.

From shifting investor behaviour and supply-demand dynamics to the impact of infrastructure, migration, and rising construction costs, Bruce offers a clear, data-driven view of where we are in the cycle and what’s next for office, retail, and industrial assets.

Whether you’re a private investor, family office, or adviser, this episode delivers valuable context for navigating property today and positioning for the opportunities ahead.

Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'.

Download here.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange, Ryan Loehr sits down with Jason Huljich, Joint CEO of Centuria Capital Group, to explore how one of Australia’s leading real-asset managers is positioning for the next property cycle.

With more than $20 billion in assets under management and nearly three decades of experience across office, industrial, healthcare, agriculture, and alternative real assets, Jason offers a data-driven view of what’s really shifting beneath the surface of Australia’s property markets.

From capital flows and valuation resets to tenant behaviour, liquidity design, and the rise of long-dated, service-led real estate, Jason breaks down where disciplined investors should be leaning in — and where they should show restraint. He also shares the frameworks Centuria uses to assess new verticals, maintain investment discipline at scale, and create value through active management, covenant quality, and ESG integration.

Whether you’re a family office, private investor, or an adviser navigating this moment in the cycle, this conversation delivers practical insight into where opportunities are emerging and how leading managers are preparing for the decade ahead.

Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'.

Download here.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange, EW&L Associate Adviser, Charles Troian, sits down with Matthew Browne, Founder and Managing Partner of Black Nova Venture Capital, to explore the evolution of Australia’s start-up ecosystem and what it really takes to build - and back - world-class technology companies.

From launching his first business at 13 to founding and exiting two successful enterprise software companies (including Y Combinator–backed Whispli), Matthew shares lessons learned from both sides of the venture table. He unpacks what separates resilient founders from the rest, why “boring” B2B software often outperforms hype-driven tech, and how Australia’s venture market has matured into one of the most efficient ecosystems in the world.

The conversation dives deep into Black Nova’s investment philosophy - a by founders, for founders model - and the firm’s focus on mission-critical, enterprise-grade software with strong fundamentals and global potential. Matthew also reflects on the future of AI, capital flows, and the importance of reinvesting in Australia’s innovation economy.

Whether you’re an investor, founder, or adviser, this episode offers a rare look inside the mindset of one of Australia’s most disciplined venture capitalists, and what it takes to identify the next generation of enduring businesses.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.