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The record

Briefs and research, by date.

Published as sent, dated, and left alone.

Market briefs
2026-09-21 · MarketFree
Japanese capital bets big on industrial before RBA's call
The week opened with Governor Michele Bullock reminding parliament that the Reserve Bank still has a decision to make, telling a panel on Friday that the board must judge whether its benchmark interest rate is…
2026-09-18 · MarketFree
Bond yields surge again, industrial keeps drawing capital
It was a week where the bond market did the talking over the property market. Oil prices spiking on Middle East tensions have pushed inflation fears back to the surface, and Australia's 10-year government bond…
2026-09-14 · MarketFree
Bond Shock Puts a Fresh Test on Property Values
Bond markets did the talking over the weekend, and property will feel it this week. The 10-year yield spiked to 5.38% on Wednesday, its highest since 2011, as Middle East conflict pushed oil toward $100 a…
2026-09-11 · MarketFree
Bond yields punch through 15-year highs as oil bites
The week's real story wasn't in a boardroom, it was in the bond market. Escalating Middle East tensions pushed oil prices sharply higher, and that flowed straight into Australia's 10-year government bond,…
2026-09-07 · MarketFree
Bond shock tests property's nerve at week's start
Trading resumes this week with the property market digesting a genuine jolt: Australia's 10-year government bond yield rocketed to its highest level since 2011 over the past fortnight, touching 5.16% after a…
2026-09-04 · MarketFree
Bond Yields Rip Higher, Deals Keep Coming Anyway
The week's real story played out in the bond market rather than any boardroom. Australia's 10-year government bond yield increased to 5.19%, the highest since July 2011, as a overshot domestic inflation print…
2026-08-31 · MarketFree
Bond Yields Jump Just as Office Money Returns
The week just gone delivered the split-screen moment property investors have been braced for: a Reserve Bank that is still, technically, on hold, and a bond market that no longer quite believes it. Governor…
2026-08-28 · MarketFree
Hot Inflation Jolts Bonds, Deals Keep Coming
This week's real story wasn't the Reserve Bank meeting — that happened back on 11 August, when the board held the cash rate at 4.35% in a unanimous decision while Governor Michele Bullock warned the board…
2026-08-24 · MarketFree
The numbers, by sector
In plain terms: right now the model likes Industrial best on value, and is most wary of Retail. Looking five years out, it expects Industrial to earn the most — about 8.7% a year — while Retail trails at…
2026-08-17 · MarketFree
Bond yields punch through 5% as landlords keep selling
Monday opens with the Reserve Bank a week into its second straight hold, having left the cash rate at 4.35% at last Tuesday's meeting, but the reaction in bond markets tells the more interesting story: the…
2026-08-14 · MarketFree
RBA holds firm, but bond market keeps landlords honest
The Reserve Bank left the cash rate exactly where it was this week, holding at 4.35% for a second straight meeting in a unanimous call that surprised nobody. Governor Michele Bullock made clear the board isn't…
2026-08-10 · MarketFree
Office glut deepens as landlords quietly cash out
Australia heads into the week watching Tuesday afternoon, when the Reserve Bank hands down its rate call at 2:30pm alongside its quarterly economic forecasts, with the outcome published alongside the quarterly…
2026-07-17 · MarketFree
Rates on hold, bonds edge higher, industrial pulls offshore money back
Australia's commercial property market closed out the week with the cash rate still parked at 4.35%, but the bond market told a more nervous story: the 10-year yield pushed up to around 4.90%, hovering near a…
2026-07-13 · MarketFree
Pubs and Boxes Trade While Rates Hold Their Nerve
The trading week opens on the back of a weekend that confirmed a theme building all year: local money is doing the heavy lifting. Over the weekend, news broke that MA Financial's Redcape Hotel Group had picked…
2026-07-10 · MarketFree
Local money fills the gap as rates stay put
The week closed the books on a first half that surprised to the upside: $19 billion of Australian commercial property changed hands in the six months to June, up 16% on a year earlier, and the real story sits…
2026-07-06 · MarketFree
Local Money Fills the Gap While Rates Hold
The trading week opens with fresh proof that Australian commercial property is finding its feet without much help from offshore. Figures released just days ago showed Australian commercial property…

Research editions

The full research behind the briefs — five capitals across office, retail and industrial, plus the market summary.

2026-09-14
Full research edition — five capitals × office, retail & industrial16 reports
2026-09-12
Full research edition — five capitals × office, retail & industrial16 reports
2026-09-07
Full research edition — five capitals × office, retail & industrial16 reports
2026-09-05
Full research edition — five capitals × office, retail & industrial16 reports
2026-09-04
Full research edition — five capitals × office, retail & industrial16 reports
2026-08-31
Full research edition — five capitals × office, retail & industrial16 reports
2026-08-28
Full research edition — five capitals × office, retail & industrial16 reports
2026-08-10
Full research edition — five capitals × office, retail & industrial16 reports
2026-08-07
Full research edition — five capitals × office, retail & industrial16 reports
2026-08-03
Full research edition — five capitals × office, retail & industrial16 reports
2026-07-27
Full research edition — five capitals × office, retail & industrial16 reports
2026-07-24
Full research edition — five capitals × office, retail & industrial16 reports
2026-07-13
Full research edition — five capitals × office, retail & industrial16 reports
2026-07-10
Full research edition — five capitals × office, retail & industrial16 reports
2026-07-06
Full research edition — five capitals × office, retail & industrial16 reports
2026-07-03
Full research edition — five capitals × office, retail & industrial16 reports

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