Commercial Property Invest Lessons

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Aussie Real Estate Podcast 10 min 3 speakers 8 chapters transcribed 2 months ago
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What is the main topic discussed in this episode?

ANZ Home Loans Station Announcer 0:02
It's The Real Estate Podcast, brought to you by Ray White, the largest real estate and property group in Australasia.
Craig (Host) 0:09
And welcome to another episode of The Real Estate Podcast, available on iHeartRadio and also Spotify and Apple Podcasts, or wherever you get your podcasts from.

What is the episode about and who is the guest from Rethink Investing?

Craig (Host) 0:19
Well Thursday the 26th of May for 2022 and in just a moment Scott O'Neill is here from Rethink Investing and one of the things we're going to be talking about is reflecting back on the pandemic and some of the lessons that we've learnt around investing and what we've learnt from this moment of time. It's an interesting conversation coming up. Also Interesting as Johnny Depp, Amber Heard, the trial has a lot of financial information coming out about Johnny Depp. But really, I mean, who cares about this stuff? I'm not really interested in how much he made from all of the movies. And then, of course, they're reporting how much he's lost. Although there was one thing that did sort of make me laugh. Johnny Depp back in 2005 paid for a $5 million cannon, which is an interesting item to buy when you're rich enough to afford to buy a $5 million cannon.
Craig (Host) 1:20
And why did he buy it? Well, that was the interesting part because he bought the cannon to blast the ashes of his late friend Hunter S. Thompson over Aspen, Colorado.
ANZ Home Loans Station Announcer 1:32
It's the main centre forecast with propertybuyer.com.au.
Craig (Host) 1:36
All right, let's have a look at your weather around Australia. First, we go to Sydney and expecting mainly dry conditions with cloudy periods and a high of 21 degrees. Melbourne, grab the raincoat again, 17 degrees and showers. Brisbane also expecting showers today with 23 as your forecast high. And in Perth, that is the place to be. It's a mainly fine day and a high of 23.
ANZ Home Loans Station Announcer 2:03
Enjoy your morning coffee. Wake up every morning to the Real Estate Podcast.
Craig (Host) 2:08
And from Core Logic this morning, let's have a look at what is happening in the auctions around the country. Recovering from the election week slump last week, the combined capital cities are expecting the busiest week since the pre-Easter spike and the third busiest week of the year to date.

How did COVID-19 change commercial property buying behaviour during lockdowns?

Craig (Host) 2:27
In Melbourne, 1,487 homes are set to go to auction across the city. That is compared with the week prior of 712, so a big jump. In Sydney, auction volumes are expected to exceed 1,000 for the first time in seven weeks, with 1,233 auctions scheduled to occur this week. Brisbane is also set to host the most auctions with 260 homes to go under the hammer.

Which commercial property types were most impacted and which recovered fastest?

Craig (Host) 2:59
This marks Brisbane's busiest auction week since mid-December 2021. Adelaide will have 230 auctions this week.

Why did retail foot‑traffic properties struggle and are they bouncing back?

Craig (Host) 3:09
That's up nearly 18% on the week prior. Canberra, 147 scheduled auctions, which is up 61.5% week on week. And in Perth, 21 homes are scheduled to go under the hammer, while four auctions are scheduled to occur in Tasmania this week. So you can see the numbers, quite a big shift.
ANZ Home Loans Station Announcer 3:32
Informing you on real estate. Let's Talk Commercial, a podcast series with Scott O'Neill.
Craig (Host) 3:38
And once again, it is a Thursday. It is that time to talk to Scott O'Neill from Rethink Investing. Good morning, Scott. Welcome back. Good morning, Craig. And this is a really interesting one because we're going to be looking at the future of commercial property after two years plus of COVID restrictions. I mean, it has been two years plus and I guess time for a bit of reflection.
Scott O'Neill 4:04
Yeah, exactly. Like I've spent the last two years literally talking to investors and on podcasts about all the impact COVID's had on the commercial market. And now that we're sort of seeing the other side of the fence, it's sort of good to maybe reflect back at what we're seeing, but more importantly, what's happening.

What surprising rebounds occurred in industrial and office markets during COVID?

Scott O'Neill 4:22
How the market is reacting to an economy getting back to business, going back to what it was. And I think it's really important to address this because I feel like it's not going to be spoken about as much as the direct impact COVID had at the time. Because the impacts could be just as drastic for different individual asset classes. So it's a really interesting thing.
Craig (Host) 4:43
Yeah, we're in that moment of time for a bit of reflection.

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