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Hear from industry experts on what is really driving property markets today, and what you could expect ahead.

Property

COVID’s winners and losers in Australian real estate

Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300 A-REIT Index was down 35% in March before...
Amy Pham
Pengana Capital Group
Property

Eviction Moratoriums are Terrible Economic Policy

At the onset of the Covid-19 crisis, governments of all political persuasions in many countries enacted moratoriums on tenant evictions. The superficial narrative used...
Jonathan Rochford
Narrow Road Capital
Property

Investment value in the residential markets

From 2012-17 MP Funds Management provided investment funding for 20 or so residential projects The strong market fundamentals and the lack of competition, particularly...
Mandi Prager
MP Group International
Property

Currency risk post COVID and the declining value of a dollar

With the ever-evolving post-COVID landscape, some investors see risk and others are seeing opportunity. Whenever there is a pivotal shift in market conditions, there...
Mandi Prager
MP Group International
Property

Beauty is in the eye of the beholder, so too will be value

As we all work to establish an accurate market view post-COVID, snippets of facts help form frames of reference for how we will move forward from an investment...
CHC
DXS
Mandi Prager
MP Group International
Property

Podcast - Picking the winners from the losers in property

Adam is a specialist in funds management and investment and has worked in the property industry for 20 years. He and David discuss the strategies deployed by the team...
David Clark
Koda Capital
Property

Finding outliers in the property market

I love this quote from renowned American investor Sam Zell that says: I've always believed in buying into in-place demand rather than trying to create it Sometimes the...
Mandi Prager
MP Group International
Property

The golden path to compound growth

One thing that has been drilled into me by one particular family office since I started MP Group is that the path to real wealth is to acquire and hold...
Mandi Prager
MP Group International
Property

Four principles for investing through uncertainty

As I speak with our investors and partners, banks, building owners, financiers, and fund managers to get insights into a COVID-affected market, some key points stand...
Mandi Prager
MP Group International
Property

Property is a game of confidence

Investment appetite for businesses depends on strategy – for Qualitas, its strategy aligns with today’s market conditions. Qualitas is holding and selectively...
Andrew Schwartz
Qualitas
Property

Real estate and COVID-19 - the story so far

Key points Listed real estate, both globally and in the US, has significantly lagged the broader equity market during the recent rally. Unlike during the global...
Chris Bedingfield
Quay Global Investors
Property

The greatest opportunities in a beaten up sector

Looking forward, Covid-19 has created earnings uncertainty for certain sectors such as those exposed to discretionary retail whilst creating opportunities through an...
Amy Pham
Pengana Capital Group
Property

Is this the end of the office building as we know it?

Having had our personal and professional lives turned upside-down, we’re now familiar with the realities of an extended period of enforced ‘hibernation’. Entire...
Mark Mazzarella
Dexus Real Estate Securities
Property

Australian house prices starting to fall - collapse likely averted but expect more weakness ahead

Back on 19th March when we first looked at the impact of the intensifying shutdown of the Australian economy on the housing market we concluded that the...
Shane Oliver
AMP
Property

It’s not all doom and gloom for Real Estate

Australia’s national cabinet met on Friday May 8 and in a positive move, set out a three-step process to re-open most parts of the economy for a new ‘COVID normal’. ...
Omar Khan
Omar Khan
Freehold Investment Management
Property

Australian Housing Market: Bear vs Bull debate, with Cameron Murray

This week's podcast features Dr Cameron Murray, who has the most compelling bull case for housing that I have heard. Not compelling enough to change my mind, but...
Damien Klassen
Nucleus Wealth
Property

As liquidity remains and the cycle turns, what’s next for Real Estate?

As the first tentative signs of an easing of COVID-19 restrictions occur, it’s timely to look ahead and see how real estate investment may be affected as the cycle...
Andrew Schwartz
Qualitas
Rapid Fire

Is there a future for retail and office A-REITs?

Offices are going extinct. Shopping malls are going to become ghost towns. These are some of the theories being bandied about by investors looking to the other side of...
SCG
+1
Vishal Teckchandani
Livewire Markets
Property

Podcast: Chris Bedingfield - Is property defensive in a COVID world?

In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate Fund. The fund...
David Clark
Koda Capital
Property

Key changes in the property industry

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and...
APA
SYD
Grant Atchison
Grant Atchison
Freehold Investment Management
Rapid Fire

Coronavirus has redefined prime property

The property market catchcry "location, location, location" has been disrupted by coronavirus, according to Andrew Schwartz, Group Managing Director of property debt...
Livewire Exclusive
Livewire Markets
Property

What’s next for retail REITs?

If you’ve been to your local shopping centre lately, well, I’m surprised. Deemed essential services, they remain open but have the feeling of a ghost town. Footfall,...
VCX
Pete Morrissey
Pete Morrissey
Dexus
Property

Commercial Property in the post Covid-19 world

Within a few weeks, our understanding of COVID-19’s spread seemed to progress from significant but largely contained to full-scale pandemic. Restrictions on work...
Mark Mazzarella
Dexus Real Estate Securities
Property

Investors selling what they can, not what they want

I would like to say upfront that on behalf of everyone at APN Property Group, that our thoughts go out to those directly impacted by the COVID-19 virus. We regard the...
Corrine Ng
Dexus Real Estate Securities
Property

The big issues in real estate debt right now

The markets will remain volatile for some time given the unprecedented impact from the Coronavirus on global economies, business supply chains and consumer spending...
Omar Khan
Omar Khan
Freehold Investment Management
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