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136# What Makes Queenstown a Resilient Investment Zone
NOTG - Nuggets on the Go by PropertyLimBrothers
38 minutes
1 month ago
136# What Makes Queenstown a Resilient Investment Zone
In this episode of Nuggets On The Go, Melvin Lim from PropertyLimBrothers breaks down how investors can assess real estate value at a micro level using PLB’s Equity Triangle Framework. By analysing market trends, asset risk, and opportunity zones, the episode outlines how to approach investment decisions with data instead of emotion.
The focus is on identifying what makes a zone “profitable,” with District 3 — specifically Queenstown — used as a case study. Melvin explains Queenstown’s sustained performance, limited launch activity since 2017, and strong resale resilience using data from bubble charts, lease reset comparisons, and quantum analysis. These factors point to ongoing demand from both upgraders and retirement buyers.
The analysis then considers how Penrith, a new launch in Queenstown, fits into this zone’s trajectory—and whether it can deliver the capital upside investors are planning for over the next 4 to 5 years.
00:00 Intro01:14 Investment Decision Triangle02:41 Fed announces first rate cut in 9 months03:30 Analyse Risk04:10 Opportunity Gap District 306:40 Analyse profitable zone11:15 District 3 analysing after 4 years13:40 Projects in D3 and their performance15:58 Anchorage project17:18 Why is District 3 profitable?20:28 Recency effect21:04 Future competition in 4-5 years time26:09 Comparing Resale prices to Penrith31:55 Post-Harmonised projects33:12 Anchorage freehold vs Penrith36:25 Entry and Exit Projection37:48 Creating your equity triangle38:21 Outtakes