The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved higher, as rising interest rates pushed cap rates higher and exposed structural weakness across parts of the property market, particularly in office.
Source: Martket Index
That period of underperformance now looks more like a reset than a structural decline. Momentum into late 2025 started to shift, and early signals suggest the sector is moving into a. . .
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