Speakers
Morning Roundtable Insights
Decode the global real estate cycle and its hidden opportunities
Purpose: This session delivers a high-conviction read on where opportunity is emerging in commercial property today. It bridges the gap between market data and portfolio strategy — identifying genuine mispricing in the current recovery and helping families navigate one of the most complex periods the asset class has seen in decades.
Discussion: Mark will examine hard assets and low-obsolescence sectors, and how the “halo trade” has evolved—what remains resilient and what is being repriced. He will also unpack key structural growth themes, including seniors living and data centres, explore the outlook for office through the lens of AI, and assess market dislocations, focusing on what discounts and “value-affirming” transactions reveal about true price discovery.
Outcomes: A clear, current map of the real estate cycle across Australia and global markets, paired with a sophisticated framework for managing listed vs. unlisted exposure. You will leave with a practical orientation on which geographies and sectors show the strongest fundamentals for the next 18 months.
Mark joined Dexus in August 2021, having originally joined APN in June 2014. Since then, he has been part of the investment team responsible for analysing and investing in global listed real estate securities.
Prior to APN, Mark spent four and a half years at Ernst & Young Australia as a Senior Consultant, advising across all major real estate sectors including residential, commercial, retail, industrial and social infrastructure. His work included real estate market research, property valuation, project feasibility studies, financial modelling, transaction due diligence and strategic advisory engagements. During this time, he was selected for the New Horizons Program, completing a six-month secondment with EY’s corporate finance team in Singapore.
Earlier in his career, Mark completed a three-year cadetship with m3property between 2007 and 2009.
He holds a Bachelor of Commerce (Finance) and a Bachelor of Property and Construction (Property) from The University of Melbourne, and is an Associate of the Australian Property Institute (AAPI), a Certified Practising Valuer (CPV) and a CFA charterholder.