Offices, Hotels, Residential & Data Centre Investments - Michael Kovacs

The Rodcast - Property, Business, Investment

Before we get started, I’m delighted to say our next Property Business Workshop on 4th July only has 10 tickets left.

This time Adam Lawrence and I will be taking on: The fundamentals of property investment. Risk mitigation and control. Relevant investment metrics. Differing secured debt arrangements and loan structures – and – Scaling your property portfolio/business – why, when and how?

Thursday 4th July, in a Central London location (Blackfriars). Let’s face it – there’s nothing else on that day apart from a rout. Early Bird tickets are running out – and thanks to the early bookers who make it viable to book a room and organise the event – we reward them with 10% off! There are tickets still available here: http://bit.ly/pbwthree

Now to this episode.

Mike Kovacs from Castleforge is always a fountain of knowledge when I talk to him and this time was no different. I love his data led research approach to investing in different use classes and geographies.

In the episode we discuss what Mike has been up to since we last spoke on the Rodcast a few years ago in episode 72 https://shows.acast.com/5d72784e408342486f3e10c1/633ee475050f5400123d2eaf

We discuss;

What has happened in terms of people being back in the office and how that differs in different markets.

Structural differences in Markets that technology cannot fix in the office market.

What has happened to Traditional office leases over the past couple of years.

Flexible office market and how this is changing.

We Work' s effect on the London flexible office Market

Regional office markets.

How commutes affect office demand.

Office costs as a percentage of a Businesses costs and how that has changed.

Security of income in Flexi offices.

What investors should be concerned about in regards to metrics.

What office investors can learn from Hotel investments.

The parts of the office market he focuses on and why.

Why investors are only now realising the operational efficiencies of old school investments have changed.

How Covid affected the Hotel market and why they felt it was the right time to get into hotels.

How they chose the type of hotels and locations to invest in.

Issues with the capital structure of some Hotels.

Why Hotels have a track record of keeping up with inflation so well.

What are the factors and some examples of what they look for in locations for Hotels.

The effects on Hotels on the short term let and holiday let market.

Why their residential arm "Ocasa" focuses on lower to middle market and affordable products.

Barriers of entry in lower value residential areas.

How they built a portfolio of over 2,250 residential units.

How to look at the addressable market.

The cost of Development.

Cost of Living and how that is affecting affordability for renters and what they do to mitigate these risks.

Operational costs of operating a residential portfolio.

he ongoing costs and investment metrics needed in residential investment.

Should operations be split from ownership?

How regulation is affecting operational costs.

The problems of investors realising they are running a business.

Options for tired landlords.

The future of Data Centres.

How energy markets affect Data Centres.

Why there are supply constraints in Data Centres.

Different types of Data Centres and what to look for in a building or location for a good investment.

And lots more

Thanks to our sponsors www.978finance.com & www.konnexsion.com

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