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136# What Makes Queenstown a Resilient Investment Zone
Manage episode 508540908 series 2936301
Melvin Lim에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Melvin Lim 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.
In this episode of Nuggets On The Go, Melvin Lim from PropertyLimBrothers breaks down how investors can assess real estate value at a micro level using PLB’s Equity Triangle Framework. By analysing market trends, asset risk, and opportunity zones, the episode outlines how to approach investment decisions with data instead of emotion.
The focus is on identifying what makes a zone “profitable,” with District 3 — specifically Queenstown — used as a case study. Melvin explains Queenstown’s sustained performance, limited launch activity since 2017, and strong resale resilience using data from bubble charts, lease reset comparisons, and quantum analysis. These factors point to ongoing demand from both upgraders and retirement buyers.
The analysis then considers how Penrith, a new launch in Queenstown, fits into this zone’s trajectory—and whether it can deliver the capital upside investors are planning for over the next 4 to 5 years.
00:00 Intro
01:14 Investment Decision Triangle
02:41 Fed announces first rate cut in 9 months
03:30 Analyse Risk
04:10 Opportunity Gap District 3
06:40 Analyse profitable zone
11:15 District 3 analysing after 4 years
13:40 Projects in D3 and their performance
15:58 Anchorage project
17:18 Why is District 3 profitable?
20:28 Recency effect
21:04 Future competition in 4-5 years time
26:09 Comparing Resale prices to Penrith
31:55 Post-Harmonised projects
33:12 Anchorage freehold vs Penrith
36:25 Entry and Exit Projection
37:48 Creating your equity triangle
38:21 Outtakes
160 에피소드
공유
