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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Equity Mates Investing Podcast · What’s Hot, What’s Not in Commercial Property with Jason Huljich · 7 May 2026 podcast

Now, you know, we've got a fund manager that's been around 30 years.

We've seen the cycles, we've seen bubbles, we've seen all sorts of things.

So I think we're a bit different probably than our other two competitors in that NVIDIA Cloud partner space.

You know, we've got a big funds management business on the side, right?

So what we say is we're probably taking a more measured approach to it.

We want to not promise the world.

We want to, you know, line up the capacity, the tenant, the financing, and then wrap it all up nicely.

And then we've got a project, a feasible project, right?

one at a time that way instead of like saying in five years we're going to have you know millions and millions of gigawatts of of power out there and we're going to be building all these things because the capital needed is huge right it's you know we're 22 billion dollars of assets but you know each data center can have anywhere from one to four billion dollars worth of chips just sitting in them and the other thing is you know these are quite highly geared so the financing markets will give you a lot of capital if you've got the right customer so if it's one of the hyperscalers or a big

A big group like that, you can basically get somewhere between 90% and 100% gearing, right?

So that's very high leverage.

Now, you've got back-to-back with one of these customers, but still, it's just very different to being geared at 30%, 40% in real estate.

So we're just taking this measured approach.

We think there's a massive opportunity for Centuria having this 50% of a very, very exciting business.

But yeah, we're not rushing into anything.

Yeah, look, we've seen, particularly down in South Sydney, because South Sydney is the highest rents in Australia.

And, you know, there's not a lot of land down there, close to the ports and the airport.

So a lot of demand.

Now there have been facilities built.

What we're seeing probably since the last time we talked, construction costs going up and building multi-level is a lot more expensive than building.

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