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Sep 26 Varsity Market Insights Industrial

Page 1

MARKET INSIGHTS - INDUSTRIAL

VARSITY LAKES

PROUDLY PRESENTED BY

James Mulholland + Jacob Wallace COMMERCIAL DIVISION


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

GOLD COAST COMMERCIAL: A MARKET ON THE RISE FROM THE DESK OF JAMES MULHOLLAND & JACOB WALLACE

As we move through 2026, the Varsity Lakes industrial property market continues to demonstrate its strength, resilience, and long-term appeal. The past year has validated much of the optimism seen heading into 2026, with consistent demand for premium warehousing and sustained confidence from both owner-occupiers and investors. Varsity Lakes has rapidly proven itself as one of the Gold Coast’s most tightly held and soughtafter industrial precincts. Industrial assets remain standout performers throughout 2026, underpinned by nearhistoric low vacancy rates and strong leasing enquiry. This sector remains highly competitive, with limited supply driving firm rental growth as demand from trade, logistics, and service-based businesses continues to outpace availability. The cutting-edge 8 Stapley Drive development perfectly illustrates this demand; featuring 14 modern, high-clearance mixed-use warehouse spaces just 500m from the train station, the complex achieved a rapid 100% sell-out, underscoring the immense appetite for premium facilities with immediate M1 motorway access. Looking ahead beyond 2026, fundamentals across the Varsity Lakes industrial market remain compelling. Whether you are a business owner securing a highly connected base, an investor targeting resilient income streams, or a developer assessing future state-backed land activation opportunities, Varsity Lakes continues to offer a compelling commercial proposition. Stay tuned as we continue to share market insights, transactional activity, and emerging opportunities across this tightly held precinct.

James Mulholland

Jacob Wallace

0431 307 129

0401 208 979

james.mulholland@raywhite.com

jacob.wallace@raywhite.com


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

MEET THE COMMERCIAL TEAM

JAMES MULHOLLAND

JACOB WALLACE

COMMERCIAL SALES & LEASING

COMMERCIAL SALES & LEASING

Since moving to the Gold Coast to attend university

Jacob is known for being genuine, honest and

8 years ago, James has worked in the sports

solutions-focused. He takes pride in understanding

management landscape with a customer service and

each client’s individual goals and tailoring his advice

membership sales role at the Gold Coast Suns prior to

accordingly. His strong communication and

pursuing a career in Real Estate. Having had an

organisational skills allow him to confidently navigate

interest in the Real Estate industry for many years,

the complexities of commercial sales and leasing,

James took the plunge with a career change after

maintaining a calm and professional demeanour

receiving what he felt was below average service from

throughout every campaign and negotiation.

an agent when purchasing his first home. Jacob graduated from Queensland University of Since then, James has been working tirelessly to make

Technology with a Bachelor of Property Economics,

his mark on the industry on the Southern Gold Coast.

majoring in Urban and Regional Town Planning.

James is results driven and has an unwavering

Before joining Ray White, he worked with JLL across

enthusiasm for both people and property, known for

South East Queensland, gaining extensive experience

always going above and beyond to exceed

in managing and completing projects for a large and

expectations and make your property management

diverse range of commercial assets.

experience seamless. 0431 307 129

james.mulholland@raywhite.com

0401 208 979 - jacob.wallace@raywhite.com

MIA RODOREDA

ZOE PERRY

TUP CURTIS

COURTNEY PARKES

COMMERCIAL ASSET MANAGER

SALES SUPPORT

OPERATIONS & EA TO COURTNEY TYMON

PRINCIPAL


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

Varsity Lakes Relevant Sales INDUSTRIAL

INDUSTRIAL

7/8 STAPLEY DRIVE SALE PRICE: $879,368

2/8 STAPLEY DRIVE SALE PRICE: $1,320,600

127m2

213m2

SALE DATE: FEB 2026 $6,924M2

SALE DATE: FEB 2026 $6,200/M2

INDUSTRIAL

INDUSTRIAL

12/475 SCOTTSDALE DRIVE SALE PRICE: $2,400,000

4 FLINT COURT SALE PRICE: $3,050,000

375m2

1,666m2

SALE DATE: FEB 2026 $6,400/M2

SALE DATE: APR 2026 $5,082/M2

INDUSTRIAL

INDUSTRIAL

1/11 JOHN DUNCAN COURT SALE PRICE: $736,500

13/53 CASUA DRIVE SALE PRICE: $1,085,000

113m2

215m2

SALE DATE: JUN 2026 $6,510/M2

SALE DATE: FEB 2026 $5,047/M2

INDUSTRIAL

INDUSTRIAL

2/3 RINA COURT SALE PRICE: $712,000

23 MAIN STREET SALE PRICE: $8,400,000

115m2

3,000m2

SALE DATE: JUN 2026 $6,191/M2

SALE DATE: JUN 2026 $2,800/M2

INDUSTRIAL 10&11/15 JOHN DUNCAN COURT

INDUSTRIAL

SALE PRICE: $5,500,000

11/53 CASUA DRIVE SALE PRICE: $720,000

613m2

97m2

SALE DATE: AUG 2026 $8,972/M2

SALE DATE: FEB 2026 $7,423/M2


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

Varsity Lakes Relevant Leases BURLEIGH HEADS RELEVANT LEASES INDUSTRIAL 12/475 SCOTTSDALE DRIVE $145,000 PA + GST + OUTS

INDUSTRIAL 4/1 CROWN COURT $55,080 PA + GST + OUTS

557m2

270m2

LEASE DATE: NOV 2025 $260/M2

LEASE DATE: APR 2026 $204/M2

INDUSTRIAL 12/53 CASUA DRIVE $35,424 PA + GST

INDUSTRIAL 7/482 SCOTTSDALE DRIVE $45,000 PA + GST + OUTS

143m2

164m2

LEASE DATE: DEC 2025 $248/M2

LEASE DATE: NOV 2025 $274/M2

INDUSTRIAL 2/17-19 CROWN COURT $73,717 PA + GST + OUTS

INDUSTRIAL 4/17-19 CROWN COURT $63,600 PA + GST + OUTS

240m2

240m2

LEASE DATE: MAR 2026 $307/M2

LEASE DATE: OCT 2025 $265/M2

INDUSTRIAL 7/15 JOHN DUNCAN COURT $72,800 PA + GST + OUTS

INDUSTRIAL 9/3 RINA COURT $30,000 PA + GST + OUTS

374m2

120m2

LEASE DATE: JUL 2026 $195/M2

LEASE DATE: JUL 2026 $250/M2

INDUSTRIAL 25 CASUA DRIVE $202,125 PA + GST + OUTS

INDUSTRIAL 4/478 SCOTTSDALE DRIVE $48,000 PA + GST + OUTS

725m2

165m2

LEASE DATE: JUL 2026 $279/M2

LEASE DATE: JUL 2023 $290/M2


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

RWT Commercial Case Studies SOLD by Ray White Tugun IN DSUT R S ITARL I A L IN DU 3/486 SCOTTSDALE DRIVE

VARSITY LAKES

143m2 MARKETING INVESTMENT: $815 SOLD FOR FOR $765,000 I couldn’t be happier with the outstanding service provided by James and Jacob in the sale of my commercial property in Varsity Lakes. From the very beginning, they took the time to understand my goals and developed a strategy that delivered a fantastic result. Thank you both for an exceptional experience!

SOLD by Ray White Tugun INDUSTRIAL 2/26 TRADERS WAY

CURRUMBIN WATERS

200m2 MARKETING INVESTMENT: $3,300 SOLD FOR $805,000 James and Jacob were just amazing from start to finish. We are so pleased with their effort, expertise, professionalism, as well as the way they treated us every time we needed help. You both deserve accolades in the industry and we hope you both enjoy many more successful sales. Thankyou both, and Ray White Tugun for going the extra mile!

LEASED by Ray White Tugun INDUSTRIAL 7/482 SCOTTSDALE DRIVE

VARSITY LAKES

164m2 MARKETING INVESTMENT: $815 LEASED FOR $45,000 NET James and Jacob were just amazing from start to finish. We are so pleased with their effort, expertise, professionalism, as well as the way they treated us every time we needed help. You both deserve accolades in the industry and we hope you both enjoy many more successful sales & leases. Thank you both, and Ray White Tugun for going the extra mile!


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

Industrial Market - South Gold Coast Industrial continues to be the region's most competitive commercial sector.

Increase

Rents PERIOD

RENT RANGE (P.A)

MIDPOINT

Previous Period

$120-130/m2

$125/m2

2025

$170-180/m2

$175/m2

Figure 1: Comparing Previous and 2025 Stock Rent Prices per square meter

Prime sub-5,000 m2 stock has moved from an average of $125/m2 in previous years, to an average of $175/m2 in 2025 (See Figure 1).

Vacancy Sub-2% in key precincts such as Burleigh Heads, Currumbin Waters, Miami, and Tweed Heads South.

180 160

Rent ($/m2)

140 120 100 80

Most new vacant listings lease within 12-28 days if priced correctly.

60 40 20 0

2020

2021

2022

2023

2024

Year

Figure 2 - Gold Coast Industrial Rent Growth (2020-2025) Rents have increased ~45% across the cycle, driven by structural undersupply

2025

Yields Prime yield range: 5.5% - 6.5% (See Figure 2).

7


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

Outlooks for 2026 An overview of retail, rent, and investment expectations for 2026, considering 2025's review.

Industrial Rents likely to have modest increases but remain high Vacancy to stay very tight Construction costs limit new supply → ongoing landlord advantage

Office Modest rent growth expected Suburban office to outperform CBD-style formats

Retail Essential-service retail remains strong Tourism-lead retial to recover significatnly in second half of 2026

Investment Yield stabilisation now largely complete Expect Higher deal volume in 2026 Sub-$2M assets to remain most liquid Increased interest in development sites if infrastructure timelines progress


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

From the RWC Corporate Desk Top five commercial property predictions for 2026 Living sectors become the new institutional darling Build-to-rent will enter the institutional mainstream in 2026 as investors seek residential exposure with defensive, inflation-linked income. Student accommodation, co-living and modern boarding houses will gain traction amid housing undersupply, while government support accelerates capital deployment. As commercial and residential lines blur, major super funds and offshore investors will validate the sector’s maturity. Retails resurgence continues to surprise

Vanessa Rader Head of Research vrader@raywhite.com

Retail is set to sustain its recovery through 2026, supported by limited new supply and stabilising consumer spending. Neighbourhood, supermarket-anchored, and experience-led centres will outperform, benefiting from essential retail demand and experiential trends. Improving foot traffic, rental growth, and renewed investor confidence are expected to drive increased transactions and yield compression, positioning retail as a strong performer in 2026. Construction sector rebound unblocks development opportunities After an extended construction slowdown driven by high costs and funding constraints, development activity is expected to cautiously resume in 2026 as feasibility conditions improve. Stabilising construction costs, easing labour pressures and stronger occupier pre-commitments will support selective projects across industrial, premium office and retail sectors. While not a boom, this signals a disciplined normalisation of development activity, underpinned by renewed lender confidence. Construction sector rebound unblocks development opportunities From 2026, the Sustainable Finance Taxonomy will reshape commercial property finance and valuation. Access to capital will increasingly depend on NABERS ratings, net zero pathways, or proven sustainability improvements. Assets with weak ESG credentials will face higher borrowing costs, reduced investor demand, and widening value gaps. Sustainability will become a core pricing driver, with properties that fail to meet evolving standards facing structural devaluation. The great office seperation continues In 2026, the gap between premium and secondary office assets will widen. Premium buildings with strong ESG credentials, modern amenities, and prime locations will continue to attract tenants and maintain low vacancies. Well-located, high-quality B-grade assets may benefit from affordability-driven demand, while lower-quality secondary stock risks obsolescence. Vacancy and capital value gaps will grow, amplified by rising sustainability requirements and tenant demand for NABERS-rated spaces, creating a nuanced market beyond a simple A-grade versus secondary divide.


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

RWT AUCTION RESULTS RWT ONLINE AUCTION SUMMARY - 25/26 FY SO FAR...

97 PROPERTIES SOLD

557

1,500+

PEOPLE WATCHED ONLINE

BIDDERS REGISTERED

$151,745,750

$3,646,500

TOTAL VALUE OF PROPERTY SOLD

EARNT ABOVE RESERVES SET BY OUR SELLERS

OVERALL PERFORMANCE- WITHIN THE LOCAL MARKET

45

OUR CLOSEST COMPETITORS AVERAGE DAYS ON MARKET

52%

OUR CLOSEST COMPETITORS AUCTION CLEARANCE RATE

24

RAY WHITE TUGUN AVERAGE DAYS ON MARKET

81%

RAY WHITE TUGUN AUCTION CLEARANCE RATE


Ray White Tugun Commercial: Varsity Lakes Industrial Market Insights

Ray White Tugun Commercial Hub Scan the QR code to visit our commercial hub & for more information

Obligation Free Appraisal Scan the QR code for an obligation free appraisal


Welcome to the family... PROUDLY PRESENTED BY

James Mulholland + Jacob Wallace COMMERCIAL DIVISION

423 GOLDEN FOUR DRIVE TUGUN QLD 4224 (07) 5598 2577


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