Podcast: House prices in 2022 and beyond

Chris Bedingfield

Quay Global Investors

“When you look at our portfolio globally, we have quite a lot of residential – mainly in the United States, but also in Europe. We like residential because it’s a needs-based asset, it tends to be very resilient to any technological change … and it’s got relatively low maintenance capex.”

Click here to listen to the podcast 

I was joined by Bennelong’s Stuart Fechner, to take a a deeper dive into the detail of the team’s latest Investment Perspectives article, House prices – what’s in store for 2022 and beyond.

Content summary

  • 0:38 – The enduring fascination with residential property (and why Quay likes it too)

  • 2:09 – Do interest rates really drive house prices?

  • 4:07 – Why replacement cost is a central theme for Quay’s investment strategy

  • 5:46 – The ongoing issue of supply chain constraints, both domestically and globally

  • 7:51 – … and the impact of demographic shifts, including slowing population growth and the changing behaviour of the Millennials

  • 11:40 – The difference in demand for housing in the US and Australia

  • 15:28 – So, what will happen with house prices in 2022?

Investing in global listed real estate

Quay, a Bennelong Funds Management boutique, focuses on the preservation and creation of wealth through innovative strategies in real estate securities. For more insights on global property, visit Quay’s website.

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Chris Bedingfield
Principal and Portfolio Manager
Quay Global Investors

Chris has nearly 30 years of experience working as a real estate specialist, with a background in investment banking and equities research. Prior to co-founding Quay, he worked in real estate investment banking at Credit Suisse and Deutsche Bank.

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