Buy Hold Sell: 3 ASX names set to benefit from rate cuts, hot property

There’s something stirring in the ASX property sector.

With interest rates finally trending lower, the landscape for real estate investment is beginning to shift. Cheaper financing, improving asset valuations, and a potential tailwind for yield-focused investors all mean that property stocks are starting to look a lot more compelling.

While they’ve been out of favour in recent times, could we now be witnessing the early signs of a comeback?

In this episode of Buy Hold Sell, we’re diving into the world of listed property - from retail to residential, industrial to office - to uncover where the best opportunities might lie.

To help make sense of it all, host Chris Conway is joined by two top investors who’ve seen more cycles than most: Matt Williams from Airlie Funds Management and David Wilson from First Sentier Investors.

Together, they run the ruler over three ASX-listed property stocks and discuss the macro forces driving the sector. 

For good measure, Matt and David also name a property play (or two) they like right now.

Please note this episode was filmed on 30 July 2025.