The Point for Australia/NZ

研报英文原文证据摘录

The Point for Australia/NZ

Point |

Monday, 29 June 2026

Industry | Global | Key Rating and Target Price Changes

Industry

Australia Real Estate - Machines at Work: GPT and Qualitas Highlight AI is

Reshaping Australian Real Estate

We continue from our previous AI Real Estate Report, highlighting a genuine

structural theme across Australian real estate — at both the asset and manager

level. Recent insights from GPT's recent "Human & Machine" research, drawn from

a survey of major tenants, presents a counter to office bear sentiment: 100% of

tenants believe the physical workplace becomes more important in an AI-driven

world, while 76% expect headcount to remain stable or grow over the next two

years. Meanwhile, Qualitas hosted a webcast highlighting that it has crystallised

the operational upside of AI by upgrading its long-term Australian funds

management EBITDA margin target from >50% to >60%, underpinned by a

proprietary credit execution platform deploying 33 analytical agents across 1,900+

risk questions. The AI theme in Australian real estate continues to develop as both

landlords and corporates search for efficiency and assess the risks and rewards

thereof.

Howard Penny | Suraj Nebhani, CFA | Akshit Batra | Nilesh Bhaiya | Thomas Strong

Global

Global Economic Outlook & Strategy - The Resilient Global Economy—

Cascading Supply Shocks

The interim agreement between the US and Iran has eased some key headwinds

restraining the global economy. Even so, it’s too soon to say that the challenges

are behind us. The durability of the deal remains to be seen, and the conflict has

damaged infrastructure across the Middle East. The good news is that the global

economy has absorbed a sustained period of oil prices above $100/barrel, and we