Australian Property Journal's editor Nelson Yap talks to Jules Kay, Lui Violanti and Ivan Lam about property developments, hot spots and trends in Australia, and the outlook for the year ahead.

Our guests, Jules Kay is the general manager, PropertyGuru Asia Property Awards & Events; Lui Violanti is Regional Manager - Western Australia, Inhabit Group; and Ivan Lam is the Executive Director, International Business at Charter Keck Cramer.

Our guests also discuss the trends for design and architecture for 2024, and why sustainability and natural materials are taking centre stage when it comes to design affordability, liveability and creativity.

Finally, we talk about PropertyGuru Asia Property Awards (Australia) 2024, and how Asian investors use the awards in their research into the Australian property market.

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group.

APJ’s Nelson Yap talks to Bill McWilliams, Chief Investment Officer at MaxCap Group and Bruce Wan, Head of Research at MaxCap Group about FY2024 and opportunities for the year ahead.

Our guests will give an overview of:

• Financial Year 2024 and the key trends that emerged;
• Sentiment from the market, developers and investors;
• Interest rates, financing and private real estate debt;
• Emerging investment sectors and opportunities;
• The outlook FY2025, what can we expect in the new financial year?

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group.

APJ’s Nelson Yap talks to Justin Pearce, State Director of WA at MaxCap Group and Greg Pearce, Founder and Managing Director of Windsor Knight, about the Western Australia property market.

APJ’s Nelson Yap talks to Justin Pearce, State Director of WA at MaxCap Group and Greg Pearce, Founder and Managing Director of Windsor Knight, about the Western Australia property market.

• • An overview of the current state of the market.
  • The key factors driving the WA market, construction costs and feasibility.
  • Costs and labour shortages are not the only challenges, the industry is being impacted by choice of building contractors and the difficulties in finding a stable building partner.
  • Where does Windsor Knight see opportunities and challenges, the process to get a development off the ground and what can other developers learn.
  • As a financier, how is MaxCap working with partners to provide flexibility to make transactions work.

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group.

APJ’s Nelson Yap talks to Simon Hulett, Head of Direct Investment MaxCap Group and Ryan Banting, Executive General Manager Social Infrastructure Australian Unity, about the Purpose Built Student Accommodation (PBSA) sector.

1. Our guests give us an overview of the PBSA sector's recovery since covid-19 and how it has evolved.
2. Discuss the partnership between MaxCap, Australian Unity, and UniLodge.
3. Australia has only 80,000 beds in operation in a sector with 1.6 million students, how
4. does compare to United Kingdom and United States?
5. Innovations and student preferences, domestic students are also driving demand.
6. What are the risks that might impact the PBSA sector? As we've seen recently, the Australian government is cracking down on student visas, how might changes in regulations or policies impact the sector?
7. Going forward, will the Australian PBSA sector continue to be a compelling investment?

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group.

APJ’s Nelson Yap talks to Bruce Wan, Head of Research at MaxCap Group.

Wan gives his insight into;

• The Australian and global economic performance, inflation, interest rates.
• The outlook for the residential housing market across Australia.
• ESG influencing investment decisions. What opportunities does that create for the commercial property sector?
• The outlook for the core office property, industrial, retail and hotels.
• The funding gap in Australia, what opportunities does that present for investors? Why do global investors like Australian real estate credit?
• 2023 was defined by the rise of alternative real estate investments, particularly the Purpose Built Student Accommodation (PBSA) sector.
• What can we expect in 2024?

APJ’s Talking Property with Michael Nitschke and Kent Leicester

This latest episode of Australian Property Journal’s Talking Property is brought to you by MaxCap Group.

APJ’s Nelson Yap talks to Michael Nitschke, Queensland State Director at MaxCap Group and Kent Leicester, Managing Director, KDL Property Group.

Our guests discuss:

1) Trends and themes in the Queensland market, and the fundamentals driving the sector including:

• Interest rates;
• Population growth and lack of supply;

2) Building and construction,

• Labour and material costs;
• The financial positions of major sub-contractors;
• and large construction pipelines competing for labour / contractors

3) The relationship between MaxCap and KDL, lessons for developers looking at financing and non-bank lending.

4) The challenges in getting projects to market, solutions other developers can learn.

5) Potential for build-to-rent (BTR) housing in greenfield developments in Queensland. Master planned BTR/multifamily communities are common in the USA, does it stack up in Queensland?

6) The outlook for the Queensland market in 2024?

APJ’s Talking Property with Mark Wizel, Lewis Tong and Craig Schloeffel

OUR guests today are Mark Wizel, Head of Wizel Property Group; Lewis Tong, Managing Director of Pearl River Group and Craig Schloeffel, Head of Investment at Payton Capital.

2023 has been a challenging year for the property market, particularly for the office sector.

As the cost of debt rises, values are under pressure.

In this latest Talking Property podcast, our guests discuss the commercial property sector, residential real estate market, foreign investment, property values, building and construction, and the cost of debt. But these challenging times are presenting opportunities for astute investors, particularly cashed up private family offices.

Mark, Lewis and Craig also give an outlook on what we can expect in 2024.

APJ’s Talking Property with Benjamin Martin Henry

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.

• Transaction volumes hit the lowest level since 2011
• Sales of industrial, office and retail assets all slumped in the first half
• Momentum in the build-to-rent (BTR) continued to grow, the only sector to buck the trend
• Incentive levels pushing 50%
• Valuation and transaction yields spread have increased
• Valuers have already called the bottom of the industrial market
• Pricing gap expectations remains, sellers not pressured to sell and buyers want bigger discount
• The MSCI Price Expectations Gap model – which estimates the amount sellers would need to shift their price expectations to bring transaction activity back to “normal” levels of liquidity – are around 30% for Australia's largest sectors and markets, contributing to its status as one of the worst performing markets globally.
• REITs and institutions have shut up shop, private investors are dominating the investment market.

This episode of Australian Property Journal’s Talking Property is brought to you by MSCI.