Jason Huljich

speaker

377 appearances 1 recordings 1 series first heard May 2026 last heard 7 May

Jason Huljich’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Equity Mates Investing Podcast · What’s Hot, What’s Not in Commercial Property with Jason Huljich · 7 May 2026 podcast

You've borrowed debt against the property, just like a residential mortgage, 80%.

So what happens is if inflation's up and the Reserve Bank wants to cool down the economy, they lift rates, we all know.

And what that means is higher interest costs for your property investment.

So there are ways to hedge.

So a lot of our funds are hedged.

So they might lock in the interest rate for three, four or five years, which means it doesn't really matter what happens with interest rates during that term because your rate's fixed.

But other funds have the hedging coming off or you're buying a new property.

You've got a higher cost of interest, then there's less profit coming out of the property.

right?

So you see it first in the listed markets.

There's a lot of generalist equity investors that just back thematics, right?

So they'll invest across any sector depending on a thematic.

So if they see real estate industry rates dropping, they'll pile in because it should be a good time for real estate, increased returns.

They see them increasing, they pull back, again,

higher interest rates, lower returns.

So you see it listed first.

Direct takes a bit longer to flow through.

But basically, if someone's looking at buying a building and they put the higher interest rate cost into their feasibility, then it's just going to show lower returns.

So there's less buyers around and pricing's a bit softer.

Now there's positives as well on real estate.

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