922 mortgage freedom, property spruikers, neighbour fence disputes + more

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money money money 50 min 2 speakers 3 chapters transcribed 3 months ago
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What is the main topic discussed in this episode?

Glen James 0:06
Today on the show, we are talking about some insane property growth and what the norm should or could be. We'll talk about someone who's really setting up their life on their terms, which I think is awesome. There is a suburban fence dispute, which it's always fun, isn't it, John? To do parties? Yeah, to do that. And then we'll talk about some shared brokerages accounts and maybe getting into some trouble along the way. But what I want to ask you first, there's a heap of stuff online at the moment that I've seen that's been fed to me, Facebook groups, I don't know, Instagram reels and stuff around this property growth. And I want to ask you, what's the deal? Yeah. I've seen people out there promoting over 10% returns year on year for property.
Glen James 1:04
I've seen them saying maybe 6% or 7% yield per year. This is out in June, so mid-year. What... What should we do when we hear these things and how do we respond and how – like what are you seeing out there is in terms of property strategy, what could be considered a reasonable guide?
John Pidgeon 1:32
Yeah. Like these promises or guarantees or whatever they – high-level marketing – it's not new, it's been around for a hundred years. You look back in the last five years and say, well, some suburbs, areas, dwelling types have gone up 150%. So that's 30% a year. So to go in and say, I'll promise 10% would have been- Pretty good, easy. Not too much trouble. I think generally, if you look at Australian real estate, you probably pin it around 7% on an annualised basis. We sort of forecast on minimum sort of 5% to be conservative. So if you're looking at something that says, well, I'll guarantee you 10%, the word guarantee is obviously a red flag. But 10% is probably not what I'd do my forecasting on.
John Pidgeon 2:25
And then the yields, which is the rental, sorry, the six to seven yield means that it's basically positive cash flow or very close to. We would expect in city locations, like definitely in Sydney, probably under 3%. Um, in most other capital cities, probably just shy of four, uh, coastal towns, regional, we're probably around about four, a little bit more. And then the rest of the regions may be closer to five. So six to seven is, is quite high and not the norm.
Glen James 3:04
And if someone, if you are going to different companies who are giving property strategy and whatnot, and they're talking about these high yields and high returns as part of the sales pitch, should there be some caution?
John Pidgeon 3:19
Well, there's definitely caution. And I suppose the key is asking the right questions. Okay, where are we getting this information from? Historically, have you seen that?

What are the red flags of property growth spruikers?

John Pidgeon 3:29
And if they go back five years, they may have seen that. That's the issue. We need to go back longer than that. And just because it has had that historical growth doesn't mean it's going to continue that way. And that's probably the bigger issue at play at the minute. There's a lot of investors that have had maybe beginner's luck, might have been strategy, might have been research, but either way, they've ended up in a far better position than they thought. So they're saying, well, why don't I just double down on that? Now, because it's crept ahead so far compared to household income, a lot of these locations can't continue the way they've come from, the way they've gone. So, yeah, it's interesting times where there's a lot more time required to get – start analysing property because it was so affordable prior to this five-year growth period.
Glen James 4:20
Yeah, I saw a case study. There was a property person talking about it and they were saying there was like a single woman earning 90 grand or something and something like bought three properties or something in a year. I mean the – And it was kind of these returns were in the same type of conversation. But like when I see that, I'm like there is – something's not right. And the – my obvious first response is, well, they've set up a separate entity to get around potential servicing issues.
John Pidgeon 4:57
With the three properties? Yeah, or like- Yeah, 90 grand a year to get three properties, depending on what the price of the properties are.

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