James Thompson
speaker
5,322 appearances
17 recordings
2 series
first heard Apr 2026
last heard 6d ago
James Thompson’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 — 17 in all, peaking in Jul 2026 with 5.
Appearances
Not exactly a rosy outlook, is it, James?
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No, but I think it's an honest one, Anthony.
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I mean, that's what I liked about this session that you you did a great job with these guys.
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And Schwartz isn't silly, he's been around the block plenty of times.
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And he's right.
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It would be a real surprise if what's happening in the housing market doesn't squeeze out some more builders, doesn't cause a bit more pain.
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Anthony, part of me sort of says, Well, this is what happens.
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We've had, you know.
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know, a very long period of pretty good conditions in the housing market.
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And whether you're a private credit firm or a real estate agent or a mortgage broker or a conveyancer or one of those people who does the house staging when you move, you've grown pretty fat and happy off this housing boom.
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It doesn't always go like that.
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Prices can come down, borrowing costs can come up.
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Is this just the other side of it?
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Because what usually happens
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In a period like this, the quality players, whether they're in private credit or real estate or or whatever, the quality players generally find they can get through and emerge on the other side looking better.
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But there's gonna be some pain, right?
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Yeah, great point.
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Clearly, Anthony, the residential property guys are under the pump, but David Harrison, who's the CEO of a big commercial real estate group called Charter Hall, he's more upbeat.
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He told us there's three point six trillion, that's trillion with a T invested in residential property.
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And some of it might start coming to commercial property as a result of the government's tax changes and falling house prices.
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Showing 121–140 of 5,322 · page 7 of 267
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