In this episode, Richard Temlett is joined by James Sekhas, a property and construction risk expert and Director at Newpoint Advisory. James shares his extensive experience in corporate insolvency and risk management, offering unique insights into Australia’s property and construction landscape. We discuss the importance of pre-lend and builder financial review reports, their role in mitigating risks, and how they assist stakeholders in making informed decisions.

James also provides a current market update, comparing conditions in Victoria and New South Wales, and dives into the growing issue of distressed development sites, offering practical insights into navigating challenges in the construction sector.

James has over a decade of experience in corporate insolvency and risk management. He has overseen more than $1.3 billion in distressed property assets across Victoria, New South Wales and Queensland in the last five years. A specialist in financial capacity assessments for builders and developers, James is helping mitigate risks and drive informed decision-making in property and construction.

Whether you’re a developer, lender or stakeholder in the property space, this episode is packed with valuable takeaways to help you understand and manage risk in today’s volatile market.

EPISODE LINKS
James Sekhas LinkedIn
Newpoint Advisory

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode Richard Temlett is joined by Benjamin Martin-Henry, Head of Real Assets Research for the Pacific region at MSCI. Benjamin shares his expertise on Australia’s property markets and the emerging Build to Rent (BTR) sector. He provides a capital market update, exploring trends in commercial, retail and industrial markets, including values, cap rates and transaction volumes. The discussion delves into the unique dynamics of the BTR sector, comparing it to other asset classes and highlights the innovative BTR benchmarking tool that Benjamin is developing. With insights into key metrics like the cash rates and the impact of global and local events, Benjamin offers a comprehensive outlook on market risks, opportunities and the evolving property landscape in Australia.

Benjamin is a leading property researcher with deep expertise in performance metrics and market analysis. In his role at MSCI, he develops thought leadership for clients across the major and emerging property sectors. With a career spanning roles at IPD London, CBRE and RCA, Benjamin has shaped strategies and tools that redefine how property performance is understood and leveraged.

This episode is a must-listen for developers, investors and property professionals looking to understand the current dynamics of Australia’s property markets and the potential of BTR. Gain actionable insights into key metrics, market drivers and opportunities shaping the future of real estate. Don’t miss this informative conversation with one of the industry’s top experts!

EPISODE LINKS
Benjamin Martin-Henry LinkedIn
MSCI

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, Richard Temlett is joined by David Woodward, CEO of Global Apartment Advisors (GAA) and a key figure in the Build to Rent (BTR) sector globally. David shares his insights into the emergence and maturity of BTR markets in the USA and the UK, discussing how and why this asset class took root in these regions and how it compares to other markets around the world, including Australia. Throughout the episode, David dives into the fundamentals of BTR, explaining its target markets, design priorities, and rental premiums, while drawing comparisons to other asset classes such as student accommodation, hotels, and office spaces.

He also delves into the financial metrics critical to BTR success - cap rates, discount rates, internal rate of return (IRR), and operational expenses - highlighting the intricacies of take-up rates, turnover rates, and the decision to offer furnished vs. unfurnished units. As BTR continues to grow in Australia, David shares essential lessons and how GAA aims to add value and support the sector’s development here.

Further to his role as CEO of GAA, an international advisory firm focused on residential real estate, David is also Chairman of GAA-AUS, a Sydney-based investment management platform. With over 25 years’ leadership experience, David has played a pivotal role in the BTR space, serving as Global Head of Multifamily at Brookfield US and CEO at Fortress Investment Group. Notably, he led the turnaround of Stuyvesant Town in New York City, the largest rental apartment community in the US, culminating in its landmark sale to Blackstone. David’s experience spans real estate investment, asset management, property management and development, making him a leading authority in the BTR space worldwide.

Whether you're a developer, investor, or simply interested in Australia’s evolving property landscape, this episode offers valuable insights into how global BTR expertise can shape Australia’s market. Tune in to explore the strategies and lessons that could redefine rental housing here at home.

EPISODE LINKS
David Woodward LinkedIn
Global Apartment Advisors (GAA)

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, Richard Temlett welcomes Brendan Coates, Housing and Economic Security Program Director at the Grattan Institute, to discuss Australia’s ongoing housing crisis. Brendan shares his insights into the root causes of the crisis, its history, and how long it might take to resolve. We explore key topics like the role of politics in shaping property policies, the Henry Tax Review of 2009, and why many of its recommendations were not implemented. Brendan also explains potential tools and levers that could address the crisis, including reforms to stamp duty, land tax, and negative gearing. Additionally, he shares his thoughts on capital gains tax (CGT) reform, the impact of land use planning, and the ongoing debate over rental freezes.

In his role, Brendan leads research on housing, retirement incomes, tax reform, and macroeconomic issues. With a background in macro-financial economics, Brendan has previously worked with the World Bank in Indonesia and consulted for the Bank in Latin America. He also served as an official in the Australian Treasury. Brendan is a leading voice on Australia’s housing challenges, and his extensive research covers everything from taxation and land use planning to social housing and rent assistance.

Tune in to this episode for a comprehensive analysis of the housing crisis and potential policy solutions from one of Australia's top housing experts.

EPISODE LINKS
Brendan Coates LinkedIn
Grattan Institute

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, Richard Temlett is joined by Nerida Conisbee, Ray White’s Chief Economist and one of Australia’s foremost property experts. Nerida shares her deep insights into Sydney’s prestige and mainstream housing markets, offering valuable perspectives on price movements, buyer behaviour, and the future of these segments. We explore who the key buyers and sellers are in Sydney's prestige market, and how iconic views of the harbour and the Sydney Harbour Bridge influence property values. Nerida also dives into the mainstream housing market, discussing how buyers continue to afford increasingly expensive homes, which areas are in high demand, and what trends buyers and sellers need to be aware of. She also offers her outlook on the potential impact of the new metro on the housing landscape.

As Ray White’s Chief Economist Nerida regularly offers market commentary in major Australian media outlets and contributes to Ray White’s property reports. In addition to her role at Ray White, Nerida chairs the Construction Forecasting Council and is a member of the Australian Taxation Office’s Foreign Investment Stakeholder Group. With over 20 years of property research experience across the Asia Pacific region, she has held senior positions in commercial agencies and consulting firms, providing deep expertise in property market analysis. Nerida is also known for delivering updates to key government bodies on property market conditions.

Tune in to hear Nerida's expert insights and practical advice for navigating Sydney’s ever-evolving housing market.

EPISODE LINKS
Nerida Conisbee LinkedIn
Ray White

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this insightful episode, Richard is joined by Anne Flaherty, an Economist at REA Group, to discuss the current landscape of the housing market in 2024. Anne shares her expertise on buyer insights and customer data, shedding light on emerging trends in prices, product types, and locations. We dive deep into the buyer journey, examining how timelines have shifted compared to previous years, and analyse the volume of buyer inquiries in light of recent economic changes. Anne also offers practical tips for developers and sales agents to navigate the current market environment effectively.

Anne Flaherty is an accomplished economist at REA Group, specialising in the macroeconomic and demographic trends that influence Australia’s residential and commercial property markets. With over a decade of experience in property economics, Anne is a trusted voice in the industry, frequently providing market commentary in various media outlets and penning a fortnightly column in The Australian. Her deep understanding of the housing market, combined with her analytical skills, positions her as a leading expert on buyer behaviour and market trends.

Join us for this episode as Anne shares valuable insights that will help you understand the current housing market and make informed decisions in 2024.

EPISODE LINKS
Anne Flaherty LinkedIn
REA Group
The Australian Article - Student cap to have little effect on housing availability

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, Richard is joined by Tamara Gross, one of Melbourne's leading forces in retail leasing. After 21 years as Head of Leasing at Gross Waddell ICR, she joined Belle Property Commercial in 2021 as Director of Retail. Tamara shares her inspiring career journey, from breaking into the male-dominated commercial property industry to becoming a champion for women in property and business, founding "Tam’s Belles" and hosting networking events for female property professionals. She's also the host of the *Tam Talks* podcast, which features female leaders in business and property. Known for her energy, networking skills, and passion for retail, Tamara continues to champion women and lead in the property space.

We also dive into the current state of the retail strip shop leasing and sales market in Australia, including the impact of the pandemic and emerging trends. We wrap up the episode with Tamara’s invaluable tips for navigating the retail strip shop leasing market today.

Join us as Tamara discusses her incredible career, her dedication to championing women in property, and her expert insights into the retail leasing market in Melbourne and Australia.

EPISODE LINKS
Tamara Gross LinkedIn > https://www.linkedin.com/in/tamara-gross-76251139/
Belle Property > https://www.bellecommercial.com/
Tam Talks > https://www.tamtalks.com.au/
Women in Property & Business Podcast > https://www.tamtalks.com.au/#podcast

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, Richard speaks with Tim Lawless, Executive, Research Director for Asia-Pacific at CoreLogic, to get a comprehensive update on Australia’s housing market. With over 20 years’ experience in analysing housing trends, Tim shares his insights on the current state of the market across the capital cities, including prices, rents, and vacancies. We also dive into broader trends including affordability, multispeed markets, and the impact of interest rates.

Tim Lawless is widely recognised as a leading authority on residential property trends in Australia. Tim regularly provides expert commentary on real estate market conditions, demographic trends, and economic factors affecting the housing sector. His insights are sought after by government bodies, policy makers, corporate entities in property, banking, and finance, as well as the insurance and valuation sectors. Tim’s analysis is invaluable for understanding the complexities of the property market and navigating the challenges and opportunities it presents.

Join us for this informative episode, offering actionable insights for both industry professionals and policymakers.

EPISODE LINKS
Tim Lawless LinkedIn
CoreLogic
CoreLogic Monthly Chart Pack - August 2024

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.