• The Property Investment Podcast

  • By: MP Report
  • Podcast

The Property Investment Podcast

By: MP Report
  • Summary

  • The MP Report's Property Investment Podcast offers a unique perspective on value and risk in investment-grade real estate markets. Hosted by MP Group International CEO Mandi Prager, the podcast delves into the core of real estate investment value and risk, providing high-quality information. MP Funds Management has significant experience in successful investment-grade real estate investment. The MP Report provides current and informed visibility on risk and value thematics in the investment-grade real estate sector through the free Property Investment Podcast.

    To access detailed real estate transaction and deal analysis, sign up for the MP Report Premium at www.mpreport.com.au. The MP Report and MP Funds Management are divisions of MP Group International Pty Ltd.

    Listen, watch, and subscribe to the Property Investment Podcast on Apple Podcasts and Spotify, and follow the MP Report on Instagram, LinkedIn, and Livewire, see links below

    • Apple Podcast: http://bit.ly/413mTX1

    • Spotify: http://bit.ly/3IuDpIh

    • Instagram - https://www.instagram.com/mpgroupint

    • LinkedIn - https://bit.ly/3IsNKVg

    • LiveWire - https://bit.ly/3k4M4b3

    The Property Investment Podcast is for information and discussion purposes only. It is not intended to be, and should not be interpreted as, a recommendation to make any particular investment in any particular real estate asset or financial product. Discussions featured in the Podcast do not take into account the objectives, financial situation or needs of any individual investor. Investors should do their own research, consider their own personal circumstances and, if appropriate, obtain professional advice from a suitably licensed adviser before making any investment decision. Remember that real estate markets are unpredictable, investment returns are not guaranteed, and the past performance of an asset is not indicative of how it will perform in the future.

    Golden Goose Capital Pty Ltd (ABN 22 616 759 892, AR No: 1301947), MP Funds Management Pty Ltd (ABN 88 619 619 019, AR No: 1301946) and MP Report Australia Pty Ltd (ABN 605 166 783, AR No: 1301948) are appointed as authorised representatives under the Durant Wyot Funds Management Pty Ltd (ABN 41 655 164 864, AFSL No: 537318). Each of these companies is only authorised to provide financial services to wholesale clients (as defined in the Corporations Act 2001 (Cth)).

    Copyright MP Report Australia Pty Ltd 2023
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Episodes
  • Ep.22 Terry Andriotakis discusses Residential Build-to-Rent vs Build-to-Sell Developments
    Mar 1 2023
    Today, we're joined by Terry Andriotakis, co-owner with his brother Nick of Lateral Estate, a residential developer and a seasoned investor, both in the build-to-sell and the build-to-rent markets.—Topics: 00:00 Intro02:18 A Rich History03:13 Fundamentals and a Simple Formula06:17 Residential Build-to-Rent Development vs Build-to-Sell07:59 Barrier to Entry09:15 Capital Intensive and Long-Dated12:31 Patient Capital and Low Gearing to Ride Through Volatility13:42 The Ability to be Nimble and Pivot for Capital Preservation14:29 Everyone Needs a Roof18:48 Plan for the Worst and Expect the Best20:49 Better Efficiencies as Both Builder and Developer23:25 Conservative Approach: Long-Term Sustainable Business24:24 Being Thinly Capitalised Increases Risk27:39 Being Well Capitalised Enables You to Make a Play on Value in Market Corrections29:09 There Will Always be People that Need to Rent30:52 An Uncertain Outlook35:07 Understanding Timing35:25 Understanding Risk Positioning and Positioning to Benefit36:50 Employment Rate A Large Forecaster of Commercial Office Demand37:24 Banking and Financial Risk38:40 Low Gearing Levels and Utilising Defence Cash Reserves41:20 IRR-Driven Investment Doesn’t Weather a Storm Creating a Structural Conflict43:35 Stimulus, Inflation and Interest Rates Driving a Probable Fall Out46:02 Bank Debt Serviceability Key During Volatility48:04 The Dynamic Prior to the GFC: Private versus Listed REIT49:02 Private Lending Adding Complexity and Further Gearing to Market49:44 The Tortoise and the Hare52:14 The Tortoise and The Hare: Lower Gearing = Lower Risk = Better Quality of Life = Longevity—The MP Report's Property Investment Podcast offers a unique perspective on value and risk in investment-grade real estate markets. Hosted by MP Group International CEO Mandi Prager, the podcast delves into the core of real estate investment value and risk, providing high-quality information. MP Funds Management has significant experience in successful investment-grade real estate investment. The MP Report provides current and informed visibility on risk and value thematics in the investment-grade real estate sector through the free Property Investment Podcast. —To access detailed real estate transactions and deal analysis, sign up for the MP Report Premium at www.mpreport.com.au.  The MP Report and MP Funds Management are divisions of MP Group International Pty Ltd. —Listen, watch, and subscribe to the Property Investment Podcast on Apple Podcasts and Spotify, and follow the MP Report on Instagram, LinkedIn, and Livewire, see links below. - Apple Podcast: http://bit.ly/413mTX1  - Spotify: http://bit.ly/3IuDpIh  - Instagram -  https://www.instagram.com/mpgroupint  - LinkedIn - https://bit.ly/3IsNKVg  - LiveWire - https://bit.ly/3k4M4b3  - YouTube - https://www.youtube.com/@mpreport3058—The Property Investment Podcast is for information and discussion purposes only.  It is not intended to be, and should not be interpreted as, a recommendation to make any particular investment in any particular real estate asset or financial product.  Discussions featured in the Podcast do not take into account the objectives, financial situation or needs of any individual investor.  Investors should do their own research, consider their own personal circumstances and, if appropriate, obtain professional advice from a suitably licensed adviser before making any investment decision.  Remember that real estate markets are unpredictable, investment returns are not guaranteed, and the past performance of an asset is not indicative of how it will perform in the future.   Golden Goose Capital Pty Ltd (ABN 22 616 759 892,   AR No: 1301947), MP Funds Management Pty Ltd  (ABN 88 619 619 019, AR No: 1301946) and MP Report Australia Pty Ltd  (ABN 605 166 783, AR No: 1301948) are appointed as authorised representatives under the Durant Wyot Funds Management Pty Ltd (ABN 41 655 164 864, AFSL No: 537318). Each of these companies is only authorised to provide financial services to wholesale clients (as defined in the Corporations Act 2001 (Cth)).
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    56 mins
  • Ep.21 Michael Hynes, joint MD of commercial property loan broking business, Stamford Capital
    Jan 20 2023
    Michael Hynes is the joint Managing Director of the commercial property loan broking business, Stamford Capital. Michael and his partners also have an investment management business, Stamford Capital Investments, which has over $500 million in assets under management. Stamford Capital Investments capitalises on the unique investment visibility provided by Stamford Capital, the loan business. Today, Michael Hynes joins me to share the valuable insights gained by virtue of broking billions of dollars of commercial loans a year.—Topics:00:00 Intro02:28 Navigating the Investment Landscape: A Look at the Next Three Years04:42 Understanding the Impact of Interest Rates and ICR on Real Estate Investment06:15 Post-GFC Regulation Means a More Stabilised Debt and Banking Environment During Current Volatility07:57 Commercial Office Investment Returns: The Impact of Rising Interest Rates 10:22 Quality Insights from Stamford Capital Australia Provide an Investment Edge to Investment Business Stamford Investments11:42 Escalation in Construction and Debt Costs Create Complexity in the Residential Sector17:34 Meeting the Demand: The Material Undersupply of Residential Property20:05 Stamford Investment's Co-Investment Strategy in the Residential Sector26:29 Assessing Risk in Real Estate: Preparing for the Next 12-24 Months28:02 When Things Don't Go to Plan31:54 Interest Rate Pressure to Likely Drive Opportunity34:13 Beyond the Numbers: The Passion Behind Real Estate Investment—The MP Report's Property Investment Podcast offers a unique perspective on value and risk in investment-grade real estate markets. Hosted by MP Group International CEO Mandi Prager, the podcast delves into the core of real estate investment value and risk, providing high-quality information. MP Funds Management has significant experience in successful investment-grade real estate investment. The MP Report provides current and informed visibility on risk and value thematics in the investment-grade real estate sector through the free Property Investment Podcast. —To access detailed real estate transactions and deal analysis, sign up for the MP Report Premium at www.mpreport.com.au.  The MP Report and MP Funds Management are divisions of MP Group International Pty Ltd. —Listen, watch, and subscribe to the Property Investment Podcast on Apple Podcasts and Spotify, and follow the MP Report on Instagram, LinkedIn, and Livewire, see links below. - Apple Podcast: http://bit.ly/413mTX1 - Spotify: http://bit.ly/3IuDpIh - Instagram -  https://www.instagram.com/mpgroupint - LinkedIn - https://bit.ly/3IsNKVg - LiveWire - https://bit.ly/3k4M4b3 - YouTube - https://www.youtube.com/@mpreport3058—The Property Investment Podcast is for information and discussion purposes only.  It is not intended to be, and should not be interpreted as, a recommendation to make any particular investment in any particular real estate asset or financial product.  Discussions featured in the Podcast do not take into account the objectives, financial situation or needs of any individual investor.  Investors should do their own research, consider their own personal circumstances and, if appropriate, obtain professional advice from a suitably licensed adviser before making any investment decision.  Remember that real estate markets are unpredictable, investment returns are not guaranteed, and the past performance of an asset is not indicative of how it will perform in the future.   Golden Goose Capital Pty Ltd (ABN 22 616 759 892,   AR No: 1301947), MP Funds Management Pty Ltd  (ABN 88 619 619 019, AR No: 1301946) and MP Report Australia Pty Ltd  (ABN 605 166 783, AR No: 1301948) are appointed as authorised representatives under the Durant Wyot Funds Management Pty Ltd (ABN 41 655 164 864, AFSL No: 537318). Each of these companies is only authorised to provide financial services to wholesale clients (as defined in the Corporations Act 2001 (Cth)).
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    40 mins
  • Ep.20 (Pt.2) Matthew Hyder, CEO of Legacy Property
    Dec 2 2022
    Matthew Hyder, CEO of Legacy Property, talks about value and risk dynamics in the residential sector, as he sees it through the lens of a pipeline and aggregate of more than approximately 6,500 residential dwellings with a value of over $4 billion.—Topics: 00:00 Intro00:18 Legacy Property00:31 Deeply Educated Investment Decision Making01:17 Unique Visibility01:29 Over $4bn+ Complete and Pipelined Across Over 6,250 Dwellings03:43 Steep Interest Rate Rise Driving Cyclical Change05:01 Fundamental Undersupply of Housing07:06 Bid-Ask Spread Between Buyers and Sellers Slowing Transaction Volumes08:01 Significant Value Escalation Driven by Low Rates and Undersupply09:58 Immigration Driving Demand14:03 Supply: A Challenging Environment for Developers, Demand: Affordability a Key Driver17:38 Australia’s 400 Dwellings per 1000 People Continues to Fall Short of Demand18:48 Australia’s Lack of Productivity Means Reliance on Immigration for GDP Growth and Requirement for Higher Density19:46 Household Sizes Are Getting Smaller Which Means A Requirement For More Dwellings20:55 Planning Delays Increase Price of New Housing Supply21:46 Shoring Up Risk For Investor Capital Participation22:59 An Entrepreneurial Approach: Turning 96 Walk-Up Apartments into 400 New Apartments25:08 Strate Amalgamations25:34 Benchmarking External Investor Returns26:32 A Focus on Equity Protection29:24 Outlook for the Short to Medium Term—The MP Report's Property Investment Podcast offers a unique perspective on value and risk in investment-grade real estate markets. Hosted by MP Group International CEO Mandi Prager, the podcast delves into the core of real estate investment value and risk, providing high-quality information. MP Funds Management has significant experience in successful investment-grade real estate investment. The MP Report provides current and informed visibility on risk and value thematics in the investment-grade real estate sector through the free Property Investment Podcast. —To access detailed real estate transactions and deal analysis, sign up for the MP Report Premium at www.mpreport.com.au.  The MP Report and MP Funds Management are divisions of MP Group International Pty Ltd. —Listen, watch, and subscribe to the Property Investment Podcast on Apple Podcasts and Spotify, and follow the MP Report on Instagram, LinkedIn, and Livewire, see links below. - Apple Podcast: http://bit.ly/413mTX1 - Spotify: http://bit.ly/3IuDpIh - Instagram -  https://www.instagram.com/mpgroupint - LinkedIn - https://bit.ly/3IsNKVg - LiveWire - https://bit.ly/3k4M4b3 - YouTube - https://www.youtube.com/@mpreport3058—The Property Investment Podcast is for information and discussion purposes only.  It is not intended to be, and should not be interpreted as, a recommendation to make any particular investment in any particular real estate asset or financial product.  Discussions featured in the Podcast do not take into account the objectives, financial situation or needs of any individual investor.  Investors should do their own research, consider their own personal circumstances and, if appropriate, obtain professional advice from a suitably licensed adviser before making any investment decision.  Remember that real estate markets are unpredictable, investment returns are not guaranteed, and the past performance of an asset is not indicative of how it will perform in the future.   Golden Goose Capital Pty Ltd (ABN 22 616 759 892,   AR No: 1301947), MP Funds Management Pty Ltd  (ABN 88 619 619 019, AR No: 1301946) and MP Report Australia Pty Ltd  (ABN 605 166 783, AR No: 1301948) are appointed as authorised representatives under the Durant Wyot Funds Management Pty Ltd (ABN 41 655 164 864, AFSL No: 537318). Each of these companies is only authorised to provide financial services to wholesale clients (as defined in the Corporations Act 2001 (Cth)).
    Show more Show less
    31 mins

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