Jason Huljich

speaker

377 appearances 1 recordings 1 series first heard May 2026 last heard 7 May

Jason Huljich’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Industrial is our biggest sector.

We're about 160 assets just in industrial across Australia and New Zealand.

And we're specialised more in what we call infill industrial, so closer to the city, so really good for last mile logistics.

So we've really benefited on the rental growth that's come through since COVID and as e-commerce has steadily improved.

On the data center play, we've owned data centers for probably six years now.

We've got Telstra's biggest one down in Victoria and Clayton, which is a $400 million asset.

We own data centers in Queensland and Perth.

I mentioned it before, we own 50% of a company called Reset Data, which is one of the three NVIDIA cloud partners in Australia.

Now, the other two you would have heard more about, so Firmus, obviously, they're a NVIDIA cloud partner.

There's one called Sharon AI, which listed on the NASDAQ in February, and we'll probably list them down here shortly.

And there's Reset.

So we invested in that 18 months ago.

And it's really interesting.

That's sort of not the traditional data center, more the AI factory.

And that's what we're seeing.

You're seeing with Firmus, the huge demand that they're talking about and the facilities they want to build.

You know, we're sort of on that same journey of building out these AI factories.

We built a small one in Melbourne, which I've talked about, and now it's scaling up those to larger facilities.

So it's definitely the hottest space.

What we're seeing is, I was listening to something yesterday, is up in the US, there's 100 data centers at the moment being disputed.

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