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Episodes
Wednesday Mar 12, 2025
Wednesday Mar 12, 2025
PFA Property Podcast: Making sense of the current property market
Greg Preston and Benjamin Martin-Henry discuss the current state-of-play in property, at a time where the greatest certainty is change.
What do the latest results say about the current cycle for Australian commercial real estate – have values bottomed across all asset classes?
What impact are rate cuts having thus far?
Does Australia's reputation as a global investment haven mitigate risks posed by geopolitical uncertainty?
How are investors weighing forward income risk against capital market risks such as cap rates and discount rates across different real estate sectors?
What is the latest on core asset classes including office, industrial, and retail property?
Are current cap rate and discount rate assumptions for data centres sustainable, or could long-term valuation volatility emerge due to evolving user needs?
Discussion of the recent Parliamentary Joint Committee decision on the wholesale investor test thresholds.
Tuesday Dec 13, 2022
Tuesday Dec 13, 2022
Welcome to Property Funds Association of Australia’s Podcast on Property, a discussion between property industry experts on the influential trends and stories behind the headline numbers in commercial property investment.
Our inaugural episode features Greg Preston, Managing Director of Preston Rowe Paterson, and Benjamin Martin-Henry, Head of Real Assets Research, Pacific at MSCI Real Assets, to discuss:
How transaction volumes have fared in 2022 and what the preliminary Q4 figures reveal.
Are any sectors behaving differently and the demarcation between REITs and property valuations.
The forces driving changes in valuations – inflation, interest rates, cost of capital and transactions data
The challenges facing valuations: decompression of cap rates vs rental growth; short term pressures vs long term growth normalisation for DCFs
Weight of capital factors: domestic superannuation and international investors.
The conundrum of working from home – a factor in the office market turbulence.
The need for vibrant cities – have a ‘put another prawn on the barbie’ campaign?
Alternative assets booming over the last two years.
Property performance in times of uncertainty and downturn – a defensive sector. How is this cycle different?
About us
The Property Funds Association of Australia (PFA) is the peak body representing the Australian unlisted property funds sector.
As the professional association for Australian Financial Services Licensed (AFSL) property fund managers, their advisors, consultants and representatives, we support and promote investment into unlisted property trusts, funds and syndicates, and assist members in developing and operating their businesses.