Kylie Willment

speaker

203 appearances 2 recordings 1 series first heard Feb 2025 last heard Feb 2025

Kylie Willment’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · Weekend Edition: 2025: Less growth, but still lots of opportunity · 7 Feb 2025 podcast

and have formed those reduced valuations.

But you do tend to get a broader write down across the sector as well.

And we think if you get the right assets that are still, you know, have got a sound ability to continue to generate returns into the future and be sought after as properties and get outside of perhaps some of the office thematic and into some of the more interesting parts of the real estate market, there's probably a bit of an opportunistic time to buy there.

Yes, absolutely.

So typically real estate portfolios or historically, they've very much been focused on offices and retail assets.

So where do we work?

Where do we live?

Yeah.

Sorry, where do we work?

Where do we shop?

I think what we've seen happen is a broadening out of the types of assets that end up in property portfolios.

So think more of those industrial type assets.

So the logistics centres that really...

benefit from the trend towards online shopping, you start to get question marks about data centres.

Is that a property or infrastructure asset?

It probably doesn't really matter, but there's obviously a big thematic that can come in there.

So we think that's a really interesting space and potentially at a favourable point in the valuation cycle.

I think emerging markets are interesting.

really good diversifier for the portfolios, particularly against developed markets, definitely had more attractive valuations.

and generally leveraged a bit of a growth thematic.

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