PropertyVerse: Recent Episodes
Hemant Kotak
Insightful conversations with movers and shakers in Real Estate and related industries about what really drives the markets. Hosted by Kolytics founder Hemant Kotak.
In this Episode Amit Mehta and Hemant Kotak compare and contrast the typical sell-side research approach to REIT valuation versus the Kolytics methodology.
As best as we try to explain, there is no substitute to seeing it on the platform. Go to our website (www.kolytics.com) for more details.
Amit Mehta and Hemant Kotak discuss and dissect the recent banking turmoil and the implications for year ahead.
Amit Mehta and Hemant Kotak discuss the recent rally (Jan-23) and pullback (Feb-23), and what the recent economic data / earnings season is indicating for the coming months...
Amit Mehta and Hemant Kotak reflect back on 2022 and the key macro events.
We refer to the following article where many of the 2022 non consensus views were set out...https://kolytics.substack.com/p/rhythm-of-financial-history2
Importantly, we then discuss the macro set up going into 2023 and what to expect for the year ahead. Once again cautious approach appears warranted in what may prove to be another turbulent year.
Happy New Year!
Amit and Hemant talk about the news and events of the week:
- Crypto Crisis
- Mid-Term US Elections
- Market Gyrations
- Real Estate Review of Earnings, News, and Deals.
On a regular basis Hemant Kotak (founder of Kolytics) will be discussing broad financial and macro news and its potential impact on real estate markets with seasoned investor Amit Mehta.
For this first episode in season two, the beginning 10 minutes is a summary discussion of the Kolytics Platform.
Hemant Kotak (founder of Kolytics), catches up with Mark Allan, CEO, Landsec .
Landsec is a FTSE100 REIT – the second largest in the UK with £11bn of property assets.
Mark is a seasoned real estate executive with a strong track record of navigating companies through cycles and periods of change. His breadth and depth of experience made for a great discussion on current market dynamics and Landsec's strategy.
Episode recorded on 22-Dec-2021.
This Podcast is for informational purposes only. It is not intended as and should not be construed as financial, investment, tax, legal, regulatory, or other advice.
Hemant Kotak (founder of Kolytics), catches up with Andrew Jones, CEO, LondonMetric Property PLC.
LondonMetric is a £3bn UK Real Estate Investment Trust (REIT) that has been one of the strongest performers in the listed property market. Andrew is highly regarded in the property world and has made a number of good calls during his career that have served shareholders well.
Listen now for thoughtful views on the UK real estate market, and a better understanding of LondonMetric's past, present, and future.
Episode recorded on 07-Dec-2021.
This Podcast is for informational purposes only. It is not intended as and should not be construed as financial, investment, tax, legal, regulatory, or other advice.
Hemant Kotak (founder of Kolytics), catches up with veteran real estate lender Max Sinclair who’s career spans 40-years and multiple cycles.
Max is one of the sectors most senior and experienced professionals having held various leadership roles over his career; most recently he was Head of UK division CRE at Wells Fargo. I had the pleasure to learn about lending practices and current market dynamics.
Episode recorded on 30-Nov-2021.
Hemant Kotak (founder of Kolytics), catches up with Alinea cost consultancy partners Steve Watts and Alex Hyams. In addition, Steve is the Chair of the Council on Tall Buildings and Urban Habitat (CTBUH) – the world’s leading nonprofit organization for all those interested in the future of cities. Both gentlemen bring a wealth of knowledge having worked on some of the highest profile projects in the UK.
The discussion centred on current and future best practices of how modern buildings are dealing with the increasingly important environmental and social agenda in the built environment...all with the backdrop of changing requirements due to the Grenfell tragedy and Covid-19.
Episode recorded on 23-Nov-2021.
In his first podcast, Hemant Kotak (founder of Kolytics), discusses with Lawrence Hutchings the challenges for UK retail and Capital & Regional in the last eighteen months...and importantly, what to expect going forward as the company stabilises it's capital structure and eyes prospects for a recovery in its community centres in and around London.
Episode recorded on 28-Oct-2021.
This Podcast is for informational purposes only. It is not intended as and should not be construed as financial, investment, tax, legal, regulatory, or other advice.