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APJ’s “Talking Property” with Benjamin Martin Henry
Australian Property Journal - ‘Talking Property‘
51 minutes 46 seconds
2 years ago
APJ’s “Talking Property” with Benjamin Martin Henry
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?