Vertical Communities

AUSTRALIAN PROPERTY INSIGHTS

VERTICAL COMMUNITIES

CHART 3

GLOBAL POSITIONING

Market

% of Private Rental Market

Sector Stage

United States

12.0%

Mature Scaling

United Kingdom

5.0%

Australia

0.33%

Emerging

GLOBAL POSITIONING While the Australian sector currently accounts for less than 1% of private rental stock, it shares the same underlying drivers that fuelled international expansion: favourable demographics, sustained tenant demand, pro-development planning shifts, and increasing institutional interest. When the UK market was a similar size, it grew by four times in the following three years.

INSTITUTIONALISATION AND POLICY REFORM

The BTR investment landscape has improved considerably with recent policy support and growing investor alignment. Several states now provide land tax concessions, stamp duty waivers, or both – improving development feasibility. At the federal level, the 2024 tax reform introduced a 15% MIT concessional withholding rate for eligible BTR assets, bringing tax treatment into line with other core real estate sectors. Moving forward, the sector’s formal inclusion in PCA/MSCI benchmarks is expected to normalise BTR within institutional portfolios.

4

CUSHMAN & WAKEFIELD

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