Industrial edge: Our thesis, track record and independent coverage

A curated record of what we’ve said about Australia’s industrial real estate and some of the publications who have recently quoted or covered us.

Trilogy Industrial Property Trust

Latest: Data, defence, AI and automation (Feb 2026)

Livewire Markets’ Chris Conway interviewed our Head of Direct Property, Laurence Parisi, on the structural forces reshaping industrial property – data growth, defence spending, automation and AI.

“The biggest theme in 2025, no doubt, was the recovery of the commercial property market in Australia.”

Australia’s commercial property market turns the corner (Jan 2026)

In Livewire Markets’ Outlook Series, Laurence explained that foreign capital is returning, pricing is stabilising, transaction volumes rose through 2025, and confidence improved into 2026 – with industrial property a standout performer.

“Renewed global interest underscores Australia’s reputation as a safe haven – a theme looking set to continue into 2026.”

Read the full article here.

Industrial property’s long‑term fundamentals (Dec 2025)

The Golden Times profiled the industrial sector’s outlook and interviewed Laurence on the next decade: automation, robotics, AI and IoT are transforming space use, with supply‑chain resilience and e‑commerce pushing sustained demand across sub‑sectors (from large warehouses to cold storage and data centres).

“The fundamentals underpinning industrial property’s strong total returns remain in place; automation, robotics, artificial intelligence…they will continue to transform storage and parcel movement efficiencies. It’s literally a game changer in how industrial space is used.”

Read the full article here.

Our investment paper: The time for industrial is now (2024)

In our deep‑dive, we set out why we believed the cycle was tilting toward industrial – and how we select assets. Highlights include:

  • Tenants typically pay outgoings, helping defend net income.
  • Medium to long‑term leases and lower tenant turnover can reduce vacancy risk.
  • Favourable thematics (rate cycle, supply/demand, population, logistics, e-commerce trends) underpin the case.
  • Qualities we seek in potential portfolio assets.
  • Asset selection case study.

Request the paper and see what we called early – many of which became more evident through 2025.

Identifying a high-quality industrial property (Dec 2024)

Our playbook in one page: a ‘yield‑for‑growth’ approach prioritising income strength (tenant quality, lease terms, bargaining dynamics), WALE discipline and replacement‑cost awareness, with tenant‑led expansion as a key value lever.

Read about what the 2023 Financial Newswires Direct Property Fund Manager of the Year looks for in an industrial property.

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