The Property Investment Podcast: Recent Episodes
MP Report
The Property Investment Podcast provides visibility to the key drivers of investment value, risk and outperformance that form part of the critical factors in the MP Funds Management investment decision-making process.
Enhance your knowledge of fundamental market dynamics, headwinds, tailwinds around risk and drivers to outperformance in the investment-grade real estate sector by listening to the Property Investment Podcast.
When it comes to investment success and the accumulation of real wealth, be it investment-grade real estate or another asset class, compounding is the golden ticket; where you charge interest on your interest or make a profit on your profit. Compounding enables exponential financial growth as profits or interest accrues on the initial principal amount and the accumulated interest or profits from previous periods.
The primary prohibitor to financial compounding in the investment space is tax. Tax is payable when a gain or profit is realised via a liquidity event- usually the sale of an asset. In Australia, this can mean, in some cases, a diminished actual after-tax result of almost half of your profit, having a detrimental effect on compounding ability.
Marquette Investment Management CEO Toby Lewis, talks through Marquette’s’ current portfolio, their views of risk in the wake of covid, supply chain issues, inflation and interest rate rises, possible food shortages and the real risk of world war.
As a follow up to the Property Investment Podcast discussion in August last year, Michael Hynes, Co-Principal of Stamford Capital, talks through the lending space in the commercial property sectors – bank and non-bank funding for investment and development -- and the effects of ongoing record liquidity. We talk through exposure to various Australian real estate sectors and the re-entry of mezzanine financing to the market.
CBRE Residential Projects are arguably the market leader in the off the plan apartment sector, selling anywhere up to 3500-4000 off the plan apartments annually in Sydney, depending on the market cycle. David Milton, Managing Director of CBRE Residential Projects, talks through the current post-COVID supply-demand dynamics in the off-the-plan market and why values will only continue to increase over the next several years.
Tim Gurner joins us on the Property Investment Podcast via the MP Report Premium to talk through the current residential market, value risk and key drivers. As our Australian residential market heats up, Tim talks through the supply-demand dynamics and other macro-economic factors driving the fire and upward-pricing pressure in the market.
In this episode of the Property Investment Podcast, Ian Hetherington, arguably one of Australia’s most prolific commercial office sales agents, talks through value, risk and investment dynamics in the investment-grade Commercial Office sector in the dynamic and evolving post-COVID landscape.
With the localised depth of private wealth increasing, the low-interest-rate environment and travel restrictions, Australia's super-luxury residential market are directing volumes of dollars like never seen before into their homes, with inner-city luxury apartment living driving the sector.
With over $460 million in prestige residential transactions completed in the last 12 months amid COVID, prestige real estate agent Ben Collier talks through the key drivers to those transactions in the tightly-held Eastern Suburbs market of Sydney and the detail of the dynamic that is driving continuing upward pricing pressure in the sector. Ben talks through his personal views on this bull-run and outlook for the sector.
Government stimulus, interest rates and immigration. This episode explores the factors creating economic buoyancy post-COVID and in the lead up to Christmas but which create further complexity to investment value.
At the fresh age of 21 Annabelle Chauncy, a budding young lawyer from Bowral in NSW, Sydney travelled to Uganda. Struck by inequality, poverty, and inspired by the local people's spirit, Annabelle decided to give up her law career. Instead, she bought 43 acres of land in Uganda to build a school. Fast forward 12 years to today, Annabelle's School For Life Schools over 1000 children.
The path to real wealth is predicated on compounding investment growth, and the biggest prohibitor to compounding growth is tax. One thing that has been drilled into me by one particular family office is the importance of acquiring well-located, high-quality assets with the attributes as follows: income-producing, capital appreciating and tax-deferred benefits. What does this mean?
Critical to achieving investment value from a real estate investment or transaction is what you can or can not do on that specific site. How are town-planning and infrastructure spend going to create value and affect the future real estate market?
The episode talks through Ashe Morgan's $10 billion real estate investment track record and $4 billion pipeline. The discussions focus on lessons learned in trading through the Global Financial Crisis, investment outperformance, downside protection and the viability of commercial office post-COVID.
The discussions focus on debt gearing levels across the portfolio, sharpening capitalisation rates, strong headstock performance and quarterly valuations amid COVID. Jason talks through the strength of the Centuria Office REIT and unlisted office fund, with over 90% of rental collections during COVID and a strong government-backed tenancy base.
What happens when there is a marginal shift in demand for a commodity like real estate? The price shifts exponentially in terms of investment value. How is this relevant to where we stand today in this COVID economy? What does this mean for property sectors or assets with unstable income or low occupancy levels?
Stamford Capital Australia is a debt advisory and brokerage business, specialising in the unlisted real estate sector with one billion dollars in transactions annually. The episode digs into the debt markets relative to the real estate sector and COVID as well as sub-sectors of the investment-grade real estate markets that are showing defensible income during COVID.
With the shift in consumer behaviour driving on-line sales and COVID social distancing furthering this trend, Industrial Real Estate is the Darling of the Investment-Grade Real Estate Sector. Mandi Prager, CEO of MP Funds Management, talks with Joshua Charles, Managing Director of One Commercial, about the risks rewards and critical drivers of investing in the industrial real estate sector.
Junction Fair shopping centre is an 11,000sqm approx Coles anchored non-discretionary retail centre with the ability to construct an additional 15,000 sqm approx of Gross Floor Area. The episode talks through the investment rationale, the defensible service-based nature of the centre, and uptick in revenue during COVID-19 period second quarter 2020 vs the corresponding period in the previous 2019 year.