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Oliver's Insights - The investment return outlook for unlisted commercial property

30 Sept 2010 - This note looks at the outlook for unlisted commercial property returns for investors.

The key points are as follows:

  • Unlisted commercial property prices have started to grind higher after a 20% slump through 2008 and 2009.
  • Expect a continuing but gradual recovery in returns going forward on the back of attractive yields and constrained office supply, but only modest growth in space demand reflecting the somewhat mixed nature of the economic recovery.
  • Returns from unlisted commercial property are likely to average around 9 to 10% p.a. over the next few years.