Scheer Intelligence features thoughtful and provocative conversations with "American Originals" -- people who, through a lifetime of engagement with political issues, offer unique and often surprising perspectives on the day's most important issues.
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Australian Property Journal - ‘Talking Property‘
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Australian Property Journal Publications에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Australian Property Journal Publications 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Australia & Asia‘s No.1 independent property website bringing the latest in property news, information and banter featuring leading industry professionals from around the world. *Our podcasts are produced by ‘Right Mood Productions‘ leaders in professional podcasts and high-end videos
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32 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3348649
Australian Property Journal Publications에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Australian Property Journal Publications 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Australia & Asia‘s No.1 independent property website bringing the latest in property news, information and banter featuring leading industry professionals from around the world. *Our podcasts are produced by ‘Right Mood Productions‘ leaders in professional podcasts and high-end videos
…
continue reading
32 에피소드
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Australian Property Journal - ‘Talking Property‘

1 APJ’s Talking Property with Ivan Lam, Lui Violanti and Jules Kay 1:01:11
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Australian Property Journal's editor Nelson Yap talks to Jules Kay, Lui Violanti and Ivan Lam about property developments, hot spots and trends in Australia, and the outlook for the year ahead. Our guests, Jules Kay is the general manager, PropertyGuru Asia Property Awards & Events; Lui Violanti is Regional Manager - Western Australia, Inhabit Group; and Ivan Lam is the Executive Director, International Business at Charter Keck Cramer. Our guests also discuss the trends for design and architecture for 2024, and why sustainability and natural materials are taking centre stage when it comes to design affordability, liveability and creativity. Finally, we talk about PropertyGuru Asia Property Awards (Australia) 2024, and how Asian investors use the awards in their research into the Australian property market.…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s Talking Property with Bill McWilliams and Bruce Wan 42:49
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This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. APJ’s Nelson Yap talks to Bill McWilliams, Chief Investment Officer at MaxCap Group and Bruce Wan, Head of Research at MaxCap Group about FY2024 and opportunities for the year ahead. Our guests will give an overview of: Financial Year 2024 and the key trends that emerged; Sentiment from the market, developers and investors; Interest rates, financing and private real estate debt; Emerging investment sectors and opportunities; The outlook FY2025, what can we expect in the new financial year?…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s Talking Property with Justin Pearce and Greg Pearce. 55:48
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This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. APJ’s Nelson Yap talks to Justin Pearce, State Director of WA at MaxCap Group and Greg Pearce, Founder and Managing Director of Windsor Knight, about the Western Australia property market. APJ’s Nelson Yap talks to Justin Pearce, State Director of WA at MaxCap Group and Greg Pearce, Founder and Managing Director of Windsor Knight, about the Western Australia property market. An overview of the current state of the market. The key factors driving the WA market, construction costs and feasibility. Costs and labour shortages are not the only challenges, the industry is being impacted by choice of building contractors and the difficulties in finding a stable building partner. Where does Windsor Knight see opportunities and challenges, the process to get a development off the ground and what can other developers learn. As a financier, how is MaxCap working with partners to provide flexibility to make transactions work.…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s Talking Property with Simon Hulett and Ryan Banting 55:18
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This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. APJ’s Nelson Yap talks to Simon Hulett, Head of Direct Investment MaxCap Group and Ryan Banting, Executive General Manager Social Infrastructure Australian Unity, about the Purpose Built Student Accommodation (PBSA) sector. Our guests give us an overview of the PBSA sector's recovery since covid-19 and how it has evolved. Discuss the partnership between MaxCap, Australian Unity, and UniLodge. Australia has only 80,000 beds in operation in a sector with 1.6 million students, how does compare to United Kingdom and United States? Innovations and student preferences, domestic students are also driving demand. What are the risks that might impact the PBSA sector? As we've seen recently, the Australian government is cracking down on student visas, how might changes in regulations or policies impact the sector? Going forward, will the Australian PBSA sector continue to be a compelling investment?…
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Australian Property Journal - ‘Talking Property‘

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. APJ’s Nelson Yap talks to Bruce Wan, Head of Research at MaxCap Group. Wan gives his insight into; The Australian and global economic performance, inflation, interest rates. The outlook for the residential housing market across Australia. ESG influencing investment decisions. What opportunities does that create for the commercial property sector? The outlook for the core office property, industrial, retail and hotels. The funding gap in Australia, what opportunities does that present for investors? Why do global investors like Australian real estate credit? 2023 was defined by the rise of alternative real estate investments, particularly the Purpose Built Student Accommodation (PBSA) sector. What can we expect in 2024?…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s “Talking Property” with Michael Nitschke and Kent Leicester 40:55
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APJ’s Talking Property with Michael Nitschke and Kent Leicester This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. APJ’s Nelson Yap talks to Michael Nitschke, Queensland State Director at MaxCap Group and Kent Leicester, Managing Director, KDL Property Group. Our guests discuss: 1) Trends and themes in the Queensland market, and the fundamentals driving the sector including: Interest rates; Population growth and lack of supply; 2) Building and construction, Labour and material costs; The financial positions of major sub-contractors; and large construction pipelines competing for labour / contractors 3) The relationship between MaxCap and KDL, lessons for developers looking at financing and non-bank lending. 4) The challenges in getting projects to market, solutions other developers can learn. 5) Potential for build-to-rent (BTR) housing in greenfield developments in Queensland. Master planned BTR/multifamily communities are common in the USA, does it stack up in Queensland? 6) The outlook for the Queensland market in 2024?…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s Talking Property with Mark Wizel, Lewis Tong and Craig Schloeffel 52:52
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APJ’s Talking Property with Mark Wizel, Lewis Tong and Craig Schloeffel OUR guests today are Mark Wizel, Head of Wizel Property Group; Lewis Tong, Managing Director of Pearl River Group and Craig Schloeffel, Head of Investment at Payton Capital. 2023 has been a challenging year for the property market, particularly for the office sector. As the cost of debt rises, values are under pressure. In this latest Talking Property podcast, our guests discuss the commercial property sector, residential real estate market, foreign investment, property values, building and construction, and the cost of debt. But these challenging times are presenting opportunities for astute investors, particularly cashed up private family offices. Mark, Lewis and Craig also give an outlook on what we can expect in 2024.…
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Australian Property Journal - ‘Talking Property‘

APJ’s Talking Property with Benjamin Martin Henry OUR guest Benjamin Martin-Henry, Head of Real Estate Research, Pacific, MSCI, returns to APJ’s Talking Property, and chats to Nelson Yap about the Australian Capital Markets. Transaction volumes hit the lowest level since 2011 Sales of industrial, office and retail assets all slumped in the first half Momentum in the build-to-rent (BTR) continued to grow, the only sector to buck the trend Incentive levels pushing 50% Valuation and transaction yields spread have increased Valuers have already called the bottom of the industrial market Pricing gap expectations remains, sellers not pressured to sell and buyers want bigger discount The MSCI Price Expectations Gap model – which estimates the amount sellers would need to shift their price expectations to bring transaction activity back to “normal” levels of liquidity – are around 30% for Australia's largest sectors and markets, contributing to its status as one of the worst performing markets globally. REITs and institutions have shut up shop, private investors are dominating the investment market. This episode of Australian Property Journal’s Talking Property is brought to you by MSCI.…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s “Talking Property” with Johnny Woodhouse and James Maitland 1:05:05
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This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. APJ’s Nelson Yap talks to Johnny Woodhouse, Victorian Investment Director at MaxCap Group and James Maitland, General Manager, Salvo Property Group. Our guests discuss: Overview of the market and trends. Feasibility of projects, what are the themes in construction? MaxCap and Salvo Property, why did Salvo choose a non-bank lender vs bank? What should developers look for when choosing a funding partner? And what makes successful relationship for MaxCap? How do you deal in a market that is constantly changing. Salvo Property Group’s philosophy, how it has successfully delivered over $1 billion worth of product. The population growth and housing supply challenge? What needs to be done? The market outlook.…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s ”Talking Property” with Asian investment in Australia 45:21
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APJ’s latest Talking Property podcast is joined by three guests: Jules Kay, general manager, PropertyGuru Asia Property Awards & Events; Lui Violanti, Regional Manager - Western Australia, Inhabit Group; and Benson Zhou, Director, Savills Melbourne and Divisional Head - Asia Market in Victoria. Our guests chat to APJ publisher Nelson Yap about: Australia emerging at the top of the list of favourite countries for Chinese property buyers, overtaking the United States and Thailand, which had been ahead of Australia for two and four years, respectively. Buyer enquiries from China for Australian properties has increased markedly. The expectation of Chinese investment in Australian real estate to soar throughout the rest of this year. Breaking down the market share appetite state-by-state. Development types / sectors i.e. commercial, student accommodation, Chinese buyers are targeting.…
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Australian Property Journal - ‘Talking Property‘

THIS latest episode of Australian Property Journal’s Talking Property is brought to you by MSCI. Our guest Benjamin Martin-Henry, Head of Real Estate Research, Pacific, MSCI, returns to APJ’s Talking Property, and chats to Nelson Yap about the Australian Capital Markets. Commercial real estate transactions has slowed. The significant gap between pricing and expectations. Core sectors vs alternative. Price discovery and lack of transactions, how has that impacted valuations? Australia hasn’t seen significant write-downs compared to other global markets. The upcoming annual reporting season, what to expect from valuations? Liquidity, Australia remains the most liquid market despite the lack of transactions. Build-to-Rent, changes to managed investment trust (MIT) is expected to spur domestic players to look to offshore capital markets, and find development partners and/or funding.…
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Australian Property Journal - ‘Talking Property‘

1 APJ’s “Talking Property” with David Oudshoorn and Grace Wu 38:57
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APJ’s Talking Property with David Oudshoorn and Grace Wu This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. In this latest episode of Talking Property and in a first for the podcast, we are joined by two guests to get their different perspectives. APJ’s Nelson Yap talks to David Oudshoorn, State Director NSW at MaxCap Group and Grace Wu, Managing Director, Bridgestone Projects. David and Grace give an overview from a financier and property developer’s perspective of what has happened in the past 12 months. Lessons and experience from MaxCap and Bridgestone. What are financiers looking for in a client? What are developers looking for when it comes to choosing a financier? Why did Bridgestone choose a Non-Bank Lender vs Bank? Grace says it is not always about the lowest cost financier. As a developer, Grace has been greatly influenced by Harry Triguboff, the founder of Meriton, but she has her own philosophy, and she shares why Bridgestone has been successful. In light of the recent MIT changes for build-to-rent, what is MaxCap’s view on how the sector will evolve? But there were no changes for the domestic players, what is Bridgestone’s view as a build-to-sell developer? Are there opportunities for build-to-rent operators to purchase dwellings or an entire apartment development from build-to-sell developers? A recent report by demographer Bernard Salt found Australia’s home ownership rate peaked at 73% in 1966 and has been declining since then. Despite this, home ownership remains the “Great Australian Dream”. What should policymakers and industry be looking at, to stall the decline and lift the rate in Australia? Finally, what is the outlook for the year ahead? What challenges and opportunities can financiers and developers identify? David talks about raising money to invest in real estate debt, is it more attractive than investing in real estate equity? Grace said there are opportunities for developers to reduce the financial costs for projects.…
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Australian Property Journal - ‘Talking Property‘

This latest episode of Australian Property Journal’s Talking Property is brought to you by MSCI. Our guest Benjamin Martin-Henry, Head of Real Estate Research, Pacific, MSCI, returns to APJ’s Talking Property, and chats to Nelson Yap about the Australian Capital Markets. Market update – Office, Industrial, Office, Hotel. Alternative real estate investments. Will investors return to core because they are starting to get better yield spread? Yields continue to expand, will asset repricing continue? How repricing has impacted annual returns and the valuation cycle? Price Expectations Gap Indicator show office is overpriced and industrial is under-priced. What should commercial property assets be at, trading to get investors back into the market? Build-To-Rent, are market conditions ripe?…
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Australian Property Journal - ‘Talking Property‘

IN this latest episode of Australian Property Journal's Talking Property podcast, Nelson Yap talks to Nick Bullick, Chief Investment Officer, New Zealand at MaxCap Group, about the New Zealand market. Difficulty for developers to get access to capital, the non-bank lending sector lags Australia, how will the sector evolve? Rising interest rates and the impact on the commercial property market. Trends and outlook on the markets – residential, office, retail, hotel. Property valuations are holding as nothing is transacting. What can we expect in 2023? The construction industry. Opportunities for developers in asset repositioning and value-add. Build-to-rent. Finally, the differences and similarities between Australia and NZ markets.…
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Australian Property Journal - ‘Talking Property‘

This latest episode of Australian Property Journal’s Talking Property is brought to you by Real Capital Analytics (MSCI). Our guest Benjamin Martin-Henry, Head of Real Estate Research, Pacific with Real Capital Analytics (MSCI), returns to APJ’s Talking Property, and chats to Nelson Yap about the Australian Capital Markets. Transaction volumes have declined. How are the different sectors performing. Alternative real estate outperformed the core sector. Have commercial property, particularly industrial property values peaked? Yields are expanding Bond rates and industrial yields spread have narrowed significantly from 300 basis points to 25 bps, will we see a repricing of assets? Construction trends. Rising interest rates putting pressure on the balance sheet of REITs, stretching their LVR, will REITs continue to sell down assets? Rising US dollar presenting value for US investors. What can we expect for the remainder of 2022? How will the market finish?…
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Australian Property Journal - ‘Talking Property‘

In this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to Benjamin Martin Henry, Real Capital Analytics Head of Analytics – Pacific, about the Australian Capital Markets during these COVID times. For the first time in history, industrial demand has outstripped retail and offices combined. Representing 42% of deals, Industrial is the new Retail, will it become the new Office? An interesting trend has emerged, retail transactions have bounced back. Particularly sub-regionals, the “ middle child ” of retail has seen a resurgence. The future of Build-To-Rent (multifamily) in Australia, there are supporters and detractors, will build-to-rent become the fourth core asset class alongside office, industrial and retail? What are developers up to and where we are seeing development activity. What's in store for the capital markets in 2022 and next big asset class?…
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Australian Property Journal - ‘Talking Property‘

Talking Property Podcast with Tony Crabb. APJ’s Nelson Yap talk to Tony Crabb. Will office ever go back to pre-covid? Some Australian CBDs are struggling to attract workers back into the office. Overseas, Google, Twitter and Facebook are implementing location-based salaries packages, where people working from home are getting paid less than their colleagues who go into the office. Is this an effective strategy to drive workers back into offices and could this happen in Australia? How will coworking play a part in the new flexible workplace?…
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Australian Property Journal - ‘Talking Property‘

APJ’s Talking Property with Damian Collins IN this latest episode of Australian Property Journal’s Talking Property, Nelson Yap talks to Damian Collins, Chairman of Westbridge Funds Management, on the Western Australian real estate market. - Rising build costs, its different for residential vs commercial and how they are impacting feasibility for different development products; - Townhouses as the “missing middle” of Perth’s property market; - How labour shortages are impacting Perth’s property supply; - How demand will evolve across the residential development sector in the year ahead; - How the pandemic has influenced the industrial market in Perth; - Perth retail, neighbourhoods are performing well but CBD remains challenging;…
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Australian Property Journal - ‘Talking Property‘

IN this latest episode of Australian Property Journal's Talking Property, Nelson Yap talks to Justin Pearce, State Director WA - Investment at MaxCap Group, on the Western Australian market and commercial lending. WA apartment market – the growing acceptance of apartment living, presales, feasibility of projects, and housing. Interest rates - Perth has the second most affordable housing of any capital city, the nation’s lowest unemployment rate and highest average weekly wage, the impact of rising rates. Evolution of non-bank financial institutions in WA, developers increasingly turning to non-bank lenders. How financiers and developers are working together to overcome challenges to bring supply forward. Residual stock opportunities in the tight market. What is the appetite for Build-to-Rent in Perth? Construction costs, developers are looking for flexibility. This latest podcast of Australian Property Journal’s Talking Property is brought to you by MaxCap Group.…
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Australian Property Journal - ‘Talking Property‘

APJ’s Talking Property with Mark Wizel IN this latest episode of Australian Property Journal’s Talking Property, APJ’s Nelson Yap talks to Mark Wizel, the founder of Wizel Property Group. Wizel is well known to the property industry. The former CBRE national director is one of the most successful commercial real estate agents in Australia, handling over $14 billion in sales since 2009. Wizel opens up on why he didn’t join another real estate agency, instead he decided to start his own property company during the COVID lockdown. We also talk about: What are market participants are saying. Is there still interest in Australia from Asian (Singapore, China, Hong Kong, Korea, Japan) investors? Margins on developments. Interest rates, what does that mean for vendors and buyers? Cap rates, where are they headed? And his beloved Saints, will they make the final 8 in 2023?…
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Australian Property Journal - ‘Talking Property‘

This latest episode of Australian Property Journal's Talking Property is brought to you by Real Capital Analytics (MSCI). Our guest Benjamin Martin-Henry, Head of Real Estate Research, Pacific with Real Capital Analytics (MSCI), returns to APJ’s Talking Property, and chats to Nelson Yap about the Australian Capital Markets. Rising interest rates and cost of debt, the impact on the market. The relative value of retail investments is great, they have become cheaper over the last few years, so investors are piling back in. Office investments rose, industrial remains strong but there is a lack of stock to satisfy the wave of capital. All eyes have been on the industrial market, but the healthcare property sector performance has been almost on par. Appetite for alternative real estate sectors such as pubs, student accommodation, how will the seniors housing sector evolve? Construction starts are down 60-70%, across all property sectors. The build-to-rent sector continues to grow with around 40,000 units in various stages of development, are master-planned build-to-rent communities the next evolution?…
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Australian Property Journal - ‘Talking Property‘

This latest podcast of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. IN this latest episode of Australian Property Journal's Talking Property, Nelson Yap talks to Simon Hulett, Head of Direct Investment at MaxCap Group, on identifying opportunities and the success of joint venture capital partners. What expertise is required to participate with JV capital partners in the market. Finding groups who are specialists in their field to partner with. How important is diversification in navigating the volatile market to produce strong returns. What opportunities are in residential and retail property markets? Expanding in New Zealand and identifying opportunities in a declining market. Flight to quality and increased spread in values between prime and secondary assets. Value-add in existing assets. Rising interest rates environment and investment returns.…
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Australian Property Journal - ‘Talking Property‘

IN this latest episode of Australian Property Journal's Talking Property, Nelson Yap talks to Johnny Woodhouse, State Director Victoria at MaxCap Group, on interest rates and the outlook on the development and lending markets. Residential development and unit sales have been subdued, but the reopening of borders has seen a return to apartments, reversing the COVID “escape from the city” trend, what is the new normal? Construction facing rising costs, how does that impact rise and fall contracts and traditional funding structures? How do developers and builders manage the headwinds? Despite the collapse of Probuild , the emergence of Roberts Co shows market fundamentals still stack up. Return to work and flight to quality, lower grade office rents now asking below market rates meaning owners almost need to reposition. But traditional banks don’t want to take on leasing risks, how is the non-bank lending sector stepping in? Build-to-rent, opportunities in the mid-market space. More demand for mixed-use developments and air rights, with large sites in short supply, developers are following in the footsteps of Vicinity Centres and Coles to develop high rises above shopping centres as well as railway stations. Social and affordable housing, and Specialist Disability Accommodation (NDIS) opportunities for developers and financiers.…
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Australian Property Journal - ‘Talking Property‘

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group. IN this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to Michael Nitschke, State Director QLD at MaxCap Group, about rising interest rates and the impact on the Queensland lending and development markets, and the outlook. An interest rate hike cycle is underway, how does that impact the project financing debt markets and impact project viability? What is happening across the major regions in Queensland? Which sectors and markets are developers targeting? Queensland has enjoyed the fastest population growth in two decades during COVID, boosting the residential property market. Is the apartment market face severe undersupply? Will this spur demand for Build-To-Rent? Construction costs, labour shortages, supply chain constraints are some of the major challenges, what can developers do to mitigate these risks? And the road to the Olympics.…
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Australian Property Journal - ‘Talking Property‘

IN this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to David Oudshoorn, State Director NSW at MaxCap Group, on the NSW lending and development markets and the outlook. Bank vs non-bank lending, the non-bank sector is maturing, how has that changed financing senior debt, mezzanine and equity, and shaped the growth of MaxCap and its partner Apollo Global Asset Management? The outlook for residential construction in Sydney over the next 12 to 24 months, the strength of the building industry and what sets NSW apart from Victoria and Queensland following the collapses of Probuild (VIC) and Condev (QLD). The significant gap emerging between house prices and apartment prices, what needs to happen to attract developers back into the market? Population growth has slowed due to COVID, but supply remains constrained due to the NSW planning system. Interest rates and inflation, will rising construction costs put a strain on apartments? Build-To-Rent theoretically makes sense in Sydney more than anywhere else given lack of affordability, but it doesn’t stack, what is making BTR feasibilities difficult? Sydney’s commercial office sector is roaring back, although COVID accelerated workplace changes, office is not dead. Industrial shows no signs of slowing, how will the new Sydney airport impact the market over the next five years. What type of developments are developers looking at? Residential, office, retail, hotel, industrial? and where are developers considering opportunities?…
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Australian Property Journal - ‘Talking Property‘

2021 will likely go down as the year of the mega deal. Over the last 15 years, portfolio transactions have accounted for an average 12% of overall volume annually; in 2021, such deals accounted for 25%, a new record. Industrial has gone from strength to strength but the retail sector surprised many by outperforming the office sector in Q4'21 for the first time since 2015, and offices had the quietest fourth quarter since 2013 but investors are already coming back. Another surprise is the hotel sector. With international and national borders reopening, the market is waking up from its covid imposed slumber. Which cities, sectors and deal tiers were most active? Can pubs still be considered “alternative” investments? How does Australia compare globally? Because we are performing exceedingly well compared to some of our global counterparts.…
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Australian Property Journal - ‘Talking Property‘

IN this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to Bill McWilliams, Chief Investment Officer of MaxCap, about commercial real estate (CRE) finance and non-bank lending. Bill discusses what has happened over the past 18 months in the CRE finance market. What trends will emerge over the 12 months for the CRE lending markets, which sectors are developers attracted to? Will financing for build-to-rent projects take off this year? Which sectors, geographical, CRE lifecycle and lending opportunities. What are the risks for the year ahead? The recent collapse of Probuild has highlighted the risks of construction price escalations, what are developers and lenders looking out for? How are they assessing the feasibility and stress testing projects? Increasing number of developers are paying attention to Social and Community Housing, a sector which is attracting billions of dollars in investments from various state governments. Is it easier to fund these projects from a lenders point of view?…
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Australian Property Journal - ‘Talking Property‘

Our guest Benjamin Martin Henry, Real Capital Analytics Head of Analytics – Pacific, returns to APJ’s Talking Property, and chats to Nelson Yap about the Australian Capital Markets. It isn’t just consumers who are revenge spending after lockdowns, investors have also flocked to the retail sector. Industrial and logistics remain the most sought after and transactions have outstripped the office sector in the first three quarters, could it be on track to beat offices in 2021? But the office sector is also roaring back, as investors who had been in hibernation, re-emerge as the lockdowns end. 2021 is the rise of the alternatives. Priced out of industrial by big players, private investors in the sub $30 million tier are turning to alternatives - pubs, medical offices, service stations, childcare, self-storage, just to name a few. The average price for alternatives was $9.1 million. Are alternatives the new “industrial”? There has been a big increase in deals in the $10-100 million and $100-$250 million tiers. This is largely due to retail, whereas last year there were basically none. What’s behind this trend? At the same time, deals in the $1-6 million tier which have been declining over the past five years, has seen a jump over 30% in 2021, what is driving this? Finally looking ahead in 2022 – post the lockdowns, international borders reopening in the new Covid-normal world, what can we expect for the Australian capital markets?…
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Australian Property Journal - ‘Talking Property‘

Katherine Liu, Managing Director, BEKL Katherine is one of the few women CEOs, leading a property development company. Grew up in a property family, surrounded by builders and developers. Liu talks about what makes a good property development, trends in the industry, what consumers want. She also talks about the challenges faced by property developers, particularly over the past two years and the trends in a post-COVID world.…
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Australian Property Journal - ‘Talking Property‘

APJ’s “Talking Property” with Tony Crabb In this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to Tony Crabb, about the retail property market and the road to recovery. Australians have accumulated 175 million days in leave and over $200 billion in savings, and they are just waiting for the permission to spend it. What will the recovery look like? What are the challenges? What sort of recovery will we see? What will help the recovery? The CBD’s vs the suburbs. Online vs physical, tourism retail – domestic/international.…
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Australian Property Journal - ‘Talking Property‘

APJ’s “Talking Property” with Tony Crabb In this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to Tony Crabb, National Director of Research at Cushman & Wakefield, about the industrial property market. Industrial is the darling of the market and underlying demand will continue to increase, underpinned by e-commerce, food storage, manufacturing, last mile logistics, and now data centres. Last mile logistics is helping retailers keep costs down. Myer and David Jones freed up 100,000 sqm of warehouse space within shopping centres, saving them tens of million of dollars in rent every year. What is the next stage of evolution for industrial? Onshoring or reshoring trend is also emerging as companies look to minimise global supply chain disruptions. Will 3D printing see a revival of Australian manufacturing? A smarter, green and lean industry “prints” products locally on-demand rather than in the hope that somebody will buy the goods, eliminating materials wastage due to overproduction, reducing storage and transport costs, all of which will lower the cost of goods for consumers. Industrial land is running out in the major cities, and it is becoming a particular concern in Sydney, will south east Queensland become a hub to service Sydney’s industrial needs?…
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Australian Property Journal - ‘Talking Property‘

In this latest episode of Australian Property Journal's Talking Property, APJ’s Nelson Yap talks to Zelman Ainsworth, Director of Ainsworth Property, about the retail leasing markets during these COVID times. What are landlords, businesses and tenants saying? What are some of the biggest changes landlords are wanting going into 2022? And tenants? Where are retail strips and shopping centres headed into the next five years?…
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