James Kirby
speaker
10,396 appearances
44 recordings
1 series
first heard Apr 2026
last heard 2d ago
James Kirby’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.
Appearances
And you're saying that these aren't landlords, they're landlords and they're developers.
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So it's a different risk.
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Correct.
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What about something like shopping centres of Australia, the old Westfield, which is more a landlord?
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Okay.
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Very interesting.
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And for what it's worth, folks.
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They're all trading at a discount.
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Even Goodman, which is the the the big kahuna of the A read market, and should be flying high on the basis that eighty percent, eighty percent of its future revenue pipeline is now in data center development.
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It's trading at a discount to its fair value.
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And XTC, on the other hand, is trading at about a forty-five percent discount to its fair value, which tells us either they're great big fat bargains or those broker consensus price targets are um nonsense.
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How would you like to answer that question, Will?
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That's very interesting.
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It's uh yeah, it's a very much a conviction bet.
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That if you buy a property trust, uh exactly you can remodel a building for for whatever purpose, but the the data centre you can't.
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Okay, I've kept some questions for a will.
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We have some great questions from Luke and Rabbi and Jim, who's in Singapore, and Jenny, so we'll take a break, we'll be back in one minute.
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Hello, welcome back to the Australians Money Puzzle Podcast.
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James Kirby with Will Hamilton.
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Let's get into some questions.
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Showing 601–620 of 10,396 · page 31 of 520
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