Market Lens: AU Landlord Sentiment 2026

Cautious on the cycle. Confident in the fundamentals.

Discover why Australian commercial landlords are the only market to strengthen long-term conviction while cooling on the near term and what the data reveals about where opportunity is building beneath the surface.

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Why AU is the only market where high-conviction long-term confidence actually rose year-on-year
How rental growth expectations jumped 26 points against the global trend
Which asset class delivered the biggest surprise in the AU data and why it matters
What operating costs, supply constraints, and tenant demand tell us about the year ahead

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Key Findings Preview

Conviction: Combined positive sentiment fell 23 points, but "Very confident" in the long-term outlook rose 15 points - the only market where intensity strengthened.
Rentals: Combined upward rental expectations rose from 39% to 65%, anchored in supply constraints, not rate cut optimism.
Asset classes: Industrial leads at net +42. Shopping centres delivered the AU-specific surprise at +23. B-grade office sits at -27.

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What you will find inside:

Proprietary sentiment, asset performance, and rental outlook data from AU commercial landlords, benchmarked year-on-year against 2025.
Understand why AU landlords grew more cautious on the short term and more confident on the long term simultaneously and what structural factors are driving it.
Where rental growth is expected, which sectors are attracting capital, and how to build a portfolio strategy that holds up in a tightening cost environment.

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