APJ’s “Talking Property” with Benjamin Martin Henry

Australian Property Journal - ‘Talking Property‘

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?