Scott O'Neill
speaker
1,140 appearances
15 recordings
2 series
first heard Jan 2022
last heard 12 May
Scott O'Neill’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Remember, retail like supermarkets and supermarkets
you know, medical, allied medical type ones, they performed really well through COVID.
So not all retailers equal, but there are segments which were weak, making vast improvements right now.
Yeah, look, the big surprise was just how quick things bounce back.
So I remember like I was, I think we had maybe 40, 50 contracts on foot with my business Rethink Investing when COVID hit our shores.
Out of that call at 50, I think only 15 survived.
So there was all these contracts that crashed because people were basically freaking out, wondering what's going to happen.
know we looked back at those uh prices we were paying on those investments and i bet every one of those clients that got out of those contracts really wish they stayed on most of them end up coming back buying within you know six months anyway but the negotiating power we had in those early days was incredible we could negotiate like two-year rental guarantees from owners basically it was a it was a free ride as an investor but
Within three months, once there was talk about JobKeeper and vaccines and all that kind of stuff, we saw confidence return with more force than we've ever seen before into the commercial market.
People were desperate to invest their money and this pushed prices up like we saw yesterday.
growth rates through COVID in the 30 plus percent for the likes of industrial and the central retail.
Even some office space markets did incredibly well, which boggles the mind to a degree.
But that was the biggest surprise, how quick competence returned.
And I guess it could be argued similar in the residential markets because they all had an incredible couple of years as well.
Specifically industrial was just so strong because everyone started buying and selling stuff online more frequently.
That was to the weakness or the detriment to retail.
And then office space became very unpopular for quite a while, which we're seeing that have a bounce back as well.
Yeah, look, it'll be interesting if that happens again.
I really do believe the public won't react the same way just because we're all kind of used to it.
So that extreme stock market drop we saw may not be as extreme because remember how quick that bounced back.
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