• Ep.20 (Pt.1) Stirling Property Funds CEO Matthew Hyder and Head of Property Scott Girard

  • Nov 24 2022
  • Duración: 49 m
  • Podcast

Ep.20 (Pt.1) Stirling Property Funds CEO Matthew Hyder and Head of Property Scott Girard  Por  arte de portada

Ep.20 (Pt.1) Stirling Property Funds CEO Matthew Hyder and Head of Property Scott Girard

  • Resumen

  • With $203 million in assets under management across six funds, a weighted IRR of 15% per annum, and a portfolio cash yield of 6.5% per annum, Stirling Property Funds CEO Matthew Hyder and Stirling Head of Property (and ex-CEO of M&G Asia Pacific), Scott Girard, discuss current market dynamics driving investment risk and value in their portfolio. —Topics: 00:00 Intro 03:20 Market Recalibration Driving Short-Term Pause04:23 Interest Rate Pressure Likely to Create Opportunity05:54 Commercial Office Investment 07:04 Repositioning Opportunity in the B-Grade Office Sector 09:00 Investment Value Driven by Evolution 11:58 Investment Performance Comes from Strong Entry Value 12:45 Fundamentals and Infrastructure Drive Uplift 18:02 Equity Protection First 20:08 An Investment that Ticks Every Box 24:25 An Inflation-Hedged Investment 25:09 An Asset Class Uncorrelated to Listed Market Volatility 25:49 Inflationary Environment Means Higher Replacement Cost 27:43 15.7% Forecast Improves to 22% 30:50 Arbitrage by Entering Regional Markets Early 32:31 9.6% Forecast Improves to 11% 35:07 Diversification and Intensification Drive Performance 36:53 Growth in Infrastructure Drives Value 38:16 Value Benchmarks are Shifting 39:47 Arbitrage From Early Trend Identification 42:29 High-Quality Assets Weather A Storm 43:59 Growth Trajectory 44:53 Value in Mispriced Assets 46:03 Preserving Investor Faith, Confidence & Returns—The MP Report's Property Investment Podcast offers a unique perspective on value and risk in investment-grade real estate markets. Hosted by MP Group International CEO Mandi Prager, the podcast delves into the core of real estate investment value and risk, providing high-quality information. MP Funds Management has significant experience in successful investment-grade real estate investment. The MP Report provides current and informed visibility on risk and value thematics in the investment-grade real estate sector through the free Property Investment Podcast. —To access detailed real estate transactions and deal analysis, sign up for the MP Report Premium at www.mpreport.com.au.  The MP Report and MP Funds Management are divisions of MP Group International Pty Ltd. —Listen, watch, and subscribe to the Property Investment Podcast on Apple Podcasts and Spotify, and follow the MP Report on Instagram, LinkedIn, and Livewire, see links below. - Apple Podcast: http://bit.ly/413mTX1- Spotify: http://bit.ly/3IuDpIh - Instagram -  https://www.instagram.com/mpgroupint- LinkedIn - https://bit.ly/3IsNKVg - LiveWire - https://bit.ly/3k4M4b3 - YouTube - https://www.youtube.com/@mpreport3058—The Property Investment Podcast is for information and discussion purposes only.  It is not intended to be, and should not be interpreted as, a recommendation to make any particular investment in any particular real estate asset or financial product.  Discussions featured in the Podcast do not take into account the objectives, financial situation or needs of any individual investor.  Investors should do their own research, consider their own personal circumstances and, if appropriate, obtain professional advice from a suitably licensed adviser before making any investment decision.  Remember that real estate markets are unpredictable, investment returns are not guaranteed, and the past performance of an asset is not indicative of how it will perform in the future.   Golden Goose Capital Pty Ltd (ABN 22 616 759 892,   AR No: 1301947), MP Funds Management Pty Ltd  (ABN 88 619 619 019, AR No: 1301946) and MP Report Australia Pty Ltd  (ABN 605 166 783, AR No: 1301948) are appointed as authorised representatives under the Durant Wyot Funds Management Pty Ltd (ABN 41 655 164 864, AFSL No: 537318). Each of these companies is only authorised to provide financial services to wholesale clients (as defined in the Corporations Act 2001 (Cth)).
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