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Aussie Real Estate Podcast

Commercial Property Investing Now

31 Aug 2022

Transcription

Chapter 1: What is the main topic discussed in this episode?

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It's the Real Estate Podcast across every state, city and town of Australia. And welcome to another episode of the Real Estate Podcast available on iHeartRadio every morning and on Spotify and Apple and wherever you get your podcasts from. It's a Thursday morning. Yes, the first of the month. Yay for September. Love September. The seasons are a-changing. Got to be good.

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We can get out more, exercise more, eat less of that winter food, trim down for summer. Hallelujah. 1st of September for 2022. Coming up this morning, we are talking commercial property with Scott O'Neill. He's the resident expert, especially on what is happening around the residential versus the commercial properties. And if you are online,

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eyeing some commercial properties at the moment, thinking about entering this space. Scott is going to share what is going on. Well, the last 12 months, as far as rents are concerned, have seen rent prices nationally growing by 7%. It's a pretty serious sort of a situation, putting a lot of strain and stress on people trying to keep a roof over their heads. But

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PropTrack yesterday said over the last two decades, the homeless in Australia has changed little. And this is a sobering statistic. Around one in every 200 Australians... are homeless. And as a country, we have got to be doing a whole lot better than that. Now, if you're celebrating your birthday today on a brighter note for the 1st of September, have a great Thursday.

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You share it with Gloria Estefan, the Cuban-American singer. My goodness, she is, can you believe it? She's turning 65. And also on this day from the history books, from 1985, the wreck of the Titanic is found in the North Atlantic Ocean. A French-American expedition group found the wreck, which sunk on the 14th of April, 1912.

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And a few years later, James Cameron came up with a money-making venture. Let's make a movie about the Titanic. Grab your coffee and switch on your real estate breakfast every weekday morning from 6.30. It's the main centre forecast with propertybuyer.com.au. All right, let's check on your weather around Australia. First, we go to Sydney. Good morning to you for the 1st of September.

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Expecting a possible shower or two today and a high of 21 degrees. Melbourne expecting some late showers, 17 is your forecast high. In Brisbane, should be mainly fine, partly cloudy and a high of 23.

Chapter 2: What is the current state of the commercial property market?

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And in Perth, expecting a warm, sunny day and your high expecting 24 degrees. From first home buyers to property investors and everything in between, every morning on The Real Estate Podcast. Let's Talk Commercial, a podcast series with Scott O'Neill. All right. Yes, it is that time to catch up with Scott from Rethink Investing.

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And I guess we're a little bit jealous of you there, Scott, because you are still in Greece. Tell us a little bit about what's happening over there.

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213.884 - 233.765 Scott O'Neill

Yeah, we've been here for about two and a half months. So we're back in, my wife and I and child are back in mid, sorry, October rather. And yeah, we've sort of got a house here. And before COVID, this is something we did every year. We just made sure we sort of escaped the Sydney winter and been really good. So weather's good and yeah, but looking forward to getting back into it.

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233.865 - 237.531 Scott O'Neill

Puts the fire in the belly to full-time business thing when we get back in October.

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And what about the economy in Greece? And together with the pandemic itself, is there anything that's sort of quite different to Australia?

246.064 - 265.853 Scott O'Neill

Yeah, believe it or not, I've never seen Greece so strong at the moment. In terms of the islands where a lot of the wealth is created through tourist dollar, they've got their busiest season that of all time right now. Talking to people that sort of own hotels and that over here, they're saying next year is going to be even bigger by about sort of 20% larger.

265.893 - 279.754 Scott O'Neill

So like I've even noticed it on the ground in Greece, like there's people who got newer cars all of a sudden, there's prices of property over here are going up. So this is coming off like a very low base though. Like the GFC totaled the economy over here.

Chapter 3: How have rent prices changed over the last year?

279.734 - 298.92 Scott O'Neill

Yeah, it's been a long recovery and it's quite hard still. But you can definitely see there's a lot more wealth all of a sudden relative to what it was. So COVID has definitely created a bit of pent-up demand. And yeah, I'm sure you know from the airlines, you're seeing all those unprecedented demand pushing prices up of tickets.

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299.1 - 303.666 Scott O'Neill

So it's sort of the same thing that's happening for, I guess, all the tourists over here as well.

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Yeah, it's kind of interesting, isn't it? Because it's a little bit like suburbs around Australia. Some have just gone absolutely crazy. And you can probably apply some sort of metric across different countries, especially, as you say, when they're starting from that low base, there is only one way to go.

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And if everything falls correctly, it sounds like Greece is going to have a really rollicking 12 months to the next two years, perhaps.

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332.857 - 349.212 Scott O'Neill

Yeah, exactly. A lot of foreign money is coming in. Like I know the Germans have bought a lot of the airports over here and redone them so they can fly more locations. So there's all sorts of, I guess, external money flowing into the economy. So yeah, you're right. I think it'll be a pretty good few years ahead for them.

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Okay, so let's have a look at commercial and bear in mind today is the first and we're going to get another rate rise at some stage. So how is the commercial market performing with the rates that have been rising and rising?

365.732 - 378.186 Scott O'Neill

It's been quite interesting. Like talking around the country, it's a mixed bag in summary. So to summarise, your lower yielding assets are the ones that are generally found in Melbourne and Sydney. So they're your...

378.166 - 397.71 Scott O'Neill

sub four percent type purchase prices like say if you're getting 40 grand of rent that'll be a million dollar price tag those lower yielding assets all of a sudden less attractive as you could imagine lending costs have gone up so you need a greater yield to justify the purchase that's the same thing that's happening in residential however we've basically seen

397.69 - 418.72 Scott O'Neill

money flow because i can see it on the cold face through my business we've had demand exactly the same almost like to a single digit lead comparably to sort of six months ago coming through the door so more people are kind of coming from residential and selling off residential to then purchase commercial to get that high yield because they need it they're forced to because it's

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