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

So in times like this, there's still some really good opportunities.

And we see it on the direct side as well.

We're still buying because we see opportunities, but a lot of people are sitting on their hands, not buying at the moment, which means less buy depth, better opportunities for us to buy.

So you've got to take advantage of some of these windows where people aren't investing because of the volatility.

Usually most REITs are different to investment companies.

Usually most trade around NTA.

So there's definitely periods where they traded a premium discount.

It sounds quite strange, but they do.

So, you know, in a normal period, you'll have some REITs.

You have a lot of REITs around NTA.

You'll have some above at premium because it might be in a sector where investors think there's going to be a lot of growth, right?

So rents could be going up.

There could be a lack of supply coming into the market.

And then there might be some that are at a discount because of a sentiment around a specific sector.

However, that discount is usually 5% to 10%, not 40%.

So it's really out of whack at the moment.

It mostly is.

Yeah.

It's just, there's been a lot of investors that have just said, look, we're going to, you know, wait and watch office space, see what happens.

And we're seeing them coming back and you saw it probably about 18, 24 months ago, you saw Germans, Singaporeans, particularly the Japanese all come into particularly Sydney and buy office again.

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