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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
Episodes
Wednesday Mar 15, 2023
APJ’s “Talking Property” with Benjamin Martin Henry
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
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?
Wednesday Dec 07, 2022
APJ’s “Talking Property” with Nick Bullick
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
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.
Tuesday Nov 22, 2022
APJ’s “Talking Property” with Benjamin Martin Henry
Tuesday Nov 22, 2022
Tuesday Nov 22, 2022
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?
Wednesday Nov 09, 2022
APJ’s “Talking Property” with Damian Collins
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
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;
Wednesday Oct 05, 2022
APJ’s “Talking Property” with Justin Pearce
Wednesday Oct 05, 2022
Wednesday Oct 05, 2022
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.
Monday Sep 26, 2022
APJ’s “Talking Property” with Mark Wizel
Monday Sep 26, 2022
Monday Sep 26, 2022
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?
Monday Sep 05, 2022
APJ’s “Talking Property” with Benjamin Martin Henry
Monday Sep 05, 2022
Monday Sep 05, 2022
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?
Tuesday Aug 09, 2022
APJ’s “Talking Property” with Simon Hulett
Tuesday Aug 09, 2022
Tuesday Aug 09, 2022
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.
Tuesday Jun 21, 2022
APJ’s “Talking Property” with Johnny Woodhouse
Tuesday Jun 21, 2022
Tuesday Jun 21, 2022
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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.
Wednesday May 11, 2022
APJ’s “Talking Property” with Michael Nitschke
Wednesday May 11, 2022
Wednesday May 11, 2022
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.