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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
Tuesday Apr 05, 2022
APJ’s “Talking Property” with David Oudshoorn
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
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?
Wednesday Mar 16, 2022
APJ’s “Talking Property” with Benjamin Martin Henry
Wednesday Mar 16, 2022
Wednesday Mar 16, 2022
- 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.
Wednesday Mar 02, 2022
APJ’s “Talking Property” with Bill McWilliams
Wednesday Mar 02, 2022
Wednesday Mar 02, 2022
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?
Wednesday Dec 15, 2021
APJ’s “Talking Property” with Benjamin Martin Henry
Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
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?
Wednesday Dec 01, 2021
APJ’s “Talking Property” with Katherine Liu
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
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.
Sunday Nov 21, 2021
APJ’s “Talking Property” with Tony Crabb
Sunday Nov 21, 2021
Sunday Nov 21, 2021
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.
Sunday Oct 24, 2021
APJ’s “Talking Property” with Tony Crabb
Sunday Oct 24, 2021
Sunday Oct 24, 2021
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?
Sunday Oct 03, 2021
APJ’s “Talking Property” with Zelman Ainsworth
Sunday Oct 03, 2021
Sunday Oct 03, 2021
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?
Tuesday Sep 07, 2021
APJ’s “Talking Property” with Benjamin Martin Henry
Tuesday Sep 07, 2021
Tuesday Sep 07, 2021
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?
Sunday Aug 29, 2021
APJ's "Talking Property" with Tony Crabb
Sunday Aug 29, 2021
Sunday Aug 29, 2021
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?