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Industrial

Yesterday

An artist’s impression of the approved employment hub at BlueScope’s Port Kembla steelworks.

BlueScope’s ‘Sydney CBD-sized’ $10b industry hub plans approved

The steel giant’s proposed rezoning of a Port Kembla site has been given a green light. Development could bring 20,000 new jobs into the Illawarra region.

This Month

‘No secret’: How David Harrison grew Charter Hall from $500m to $90b

After two decades at helm, Charter Hall’s CEO says there’s no secret sauce. Basically, only invest in the sectors you’re an expert in.

A rendering of CDC data centre in Marsden Park.

Data centres planned in NSW alone will need enough power for 1m homes

The state wants to be a hub for computing infrastructure but is considering ways to make their developers pay for more of their massive energy needs.

November

Tony Lombardo speaking at Friday’s Lendlease AGM.

Lendlease will sell down key $2.8b retail fund

It’s a blow for the property giant, which won a battle against super fund investor Hostplus last month to hold on to the fund management rights.

Ellenbrook Large Format Retail is a property developed by Satterley 21 kilometres northeast of the Perth CBD.

Developer Nigel Satterley aims for $1b a year commercial pipeline

The resurgence of retail property values and hunt for long-term sources of capital value is driving a flurry of activity.

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Lendlease CEO Tony Lombardo and chair John Gillam during the company’s AGM in Sydney on Friday.

‘I’ve got a long-term contract’: Lendlease CEO Lombardo not leaving

The property and construction giant’s boss said succession talks were ongoing, and talent renewal was crucial. But he’s not leaving any time soon.

Lendlease chief executive Tony Lombardo held off a raid by bitter rival Mirvac and Hostplus to secure control of its flagship property funds, and has now shored up the company’s power.

Lendlease buys TCorp stake to increase grasp on major real estate fund

The NSW government asset manager has sold out in a move that will rankle investors that have been pushing to oust the property giant as the vehicle’s manager.

Morgan Stanley, Frasers back into $500m warehouse deal

The deal highlights strong appetite from foreign players for position in Australia’s industrial market, where vacancy rates are around 3 per cent in some capitals.

October

What goes around, comes around: Lendlease holds on to management of the $2.8b pooled retail fund, but is selling Erina Fair shopping centre to pay out investors who want out of the fund.

Investors hand Lendlease a win over $2.8b malls fund

Superannuation giant Hostplus’ bid to dislodge the real estate company from its flagship $10 billion property investing empire is running out of steam.

September

Public spending is supporting construction – and cranes: Oliver Nichols, consultancy RLB’s Oceania Director of Research and Development at the site of the Warringah Freeway in Sydney’s Cammeray on Wednesday.

Public spending holds up more cranes in Melbourne than other cities

The construction sectors in Sydney and Brisbane are also buoyed by government funded projects. But the proportion in Victoria is so high it’s a risk to the sector.

Reflecting opportunity: NextDC CEO Craig Scroggie with visitors including Victoria Premier Jacinta Allan and economic growth minister Danny Pearson on a tour of NextDC’s facility in Melbourne’s Footscray in June.

How many data centres Australia needs and where they will go

Growing demand is creating competition in Australia’s two largest cities to host them. But each faces challenges that will shape what they can offer.

A logistics site in Wetherill Park, NSW is one of six assets of Arrow and Cerberus’ portfolio being offered to the market.

Listing of $520m logistics portfolio to tap renewed market interest

Arrow Capital Partners and Cerberus Capital Management are offloading six logistics sites NSW and Queensland acquired over the past five years.

Paul Ford (pictured) and Adrian Taylor jointly run Centennial Property Group.

$3b property group Centennial in capital partner search; hires CBRE

The group has tapped CBRE’s capital advisory team to find a long-term partner to come into the head management company.

The fight between Lendlease, Mirvac and big super investors is about who gets to clip the ticket on the massive amounts of money washing around the sector.

The $10b battle set to reshape Aussie property just got messier

The three-cornered fight between Lendlease, Mirvac and super giant Hostplus has gone to another level. This battle is about much more than money.

Charter Hall chief executive Carmel Hourigan: “It’s getting increasingly harder to actually build new stock, particularly of prime quality.”

The next property crisis is coming. And it’s not just about housing

The supply shortages across retail, office and industrial property are good for investors, but will ultimately cost the economy.

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Campbell Hanan, Group CEO & MD, Mirvac.

Game for fund managers is now global, says Mirvac CEO

Campbell Hanan, who won a major fund mandate stoush three years ago says “disgruntled” investors are no longer accepting poor performance from their manager.

David Harrison says investor FOMO is returning.

This $85b property veteran has three ‘high conviction’ bets this year

Falling interest rates are tempting investors back into property. But they’ll need to be picky this time around, as Charter Hall’s David Harrison explains.

NSW Planning Minister Paul Scully says more reforms are needed to address the state’s housing supply challenge.

AI to assess major projects, cut approval times in NSW

Major residential developments will benefit from artificial intelligence as soon as the end of 2025, promises planning minister Paul Scully.

August

A renders of Mirvac’s $2.3b Harbourside mixed-used development in Sydney’s Darling Harbour, in which Mitsubishi Estate has just taken a half stake.

Mitsubishi Estate buys half of Mirvac’s $2.3b Harbourside project

The Tokyo-listed company is a leading source of capital as Australia’s big four banks step back from commercial real estate lending.

‘Australia’s too small’. The $200b super fund’s global property quest

Within five years, the country’s third-largest industry super fund expects to hold more real estate overseas than it does in Australia

Original URL: https://www.afr.com/topic/industrial-property-hqa