In this episode, Richard Temlett is joined by James Sekhas, a property and construction risk expert and Director at Newpoint Advisory. James shares his extensive experience in corporate insolvency and risk management, offering unique insights into Australia’s property and construction landscape. We discuss the importance of pre-lend and builder financial review reports, their role in mitigating risks, and how they assist stakeholders in making informed decisions.

James also provides a current market update, comparing conditions in Victoria and New South Wales, and dives into the growing issue of distressed development sites, offering practical insights into navigating challenges in the construction sector.

James has over a decade of experience in corporate insolvency and risk management. He has overseen more than $1.3 billion in distressed property assets across Victoria, New South Wales and Queensland in the last five years. A specialist in financial capacity assessments for builders and developers, James is helping mitigate risks and drive informed decision-making in property and construction.

Whether you’re a developer, lender or stakeholder in the property space, this episode is packed with valuable takeaways to help you understand and manage risk in today’s volatile market.

EPISODE LINKS
James Sekhas LinkedIn
Newpoint Advisory

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode Richard Temlett is joined by Benjamin Martin-Henry, Head of Real Assets Research for the Pacific region at MSCI. Benjamin shares his expertise on Australia’s property markets and the emerging Build to Rent (BTR) sector. He provides a capital market update, exploring trends in commercial, retail and industrial markets, including values, cap rates and transaction volumes. The discussion delves into the unique dynamics of the BTR sector, comparing it to other asset classes and highlights the innovative BTR benchmarking tool that Benjamin is developing. With insights into key metrics like the cash rates and the impact of global and local events, Benjamin offers a comprehensive outlook on market risks, opportunities and the evolving property landscape in Australia.

Benjamin is a leading property researcher with deep expertise in performance metrics and market analysis. In his role at MSCI, he develops thought leadership for clients across the major and emerging property sectors. With a career spanning roles at IPD London, CBRE and RCA, Benjamin has shaped strategies and tools that redefine how property performance is understood and leveraged.

This episode is a must-listen for developers, investors and property professionals looking to understand the current dynamics of Australia’s property markets and the potential of BTR. Gain actionable insights into key metrics, market drivers and opportunities shaping the future of real estate. Don’t miss this informative conversation with one of the industry’s top experts!

EPISODE LINKS
Benjamin Martin-Henry LinkedIn
MSCI

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.

In this episode, Richard Temlett is joined by David Woodward, CEO of Global Apartment Advisors (GAA) and a key figure in the Build to Rent (BTR) sector globally. David shares his insights into the emergence and maturity of BTR markets in the USA and the UK, discussing how and why this asset class took root in these regions and how it compares to other markets around the world, including Australia. Throughout the episode, David dives into the fundamentals of BTR, explaining its target markets, design priorities, and rental premiums, while drawing comparisons to other asset classes such as student accommodation, hotels, and office spaces.

He also delves into the financial metrics critical to BTR success - cap rates, discount rates, internal rate of return (IRR), and operational expenses - highlighting the intricacies of take-up rates, turnover rates, and the decision to offer furnished vs. unfurnished units. As BTR continues to grow in Australia, David shares essential lessons and how GAA aims to add value and support the sector’s development here.

Further to his role as CEO of GAA, an international advisory firm focused on residential real estate, David is also Chairman of GAA-AUS, a Sydney-based investment management platform. With over 25 years’ leadership experience, David has played a pivotal role in the BTR space, serving as Global Head of Multifamily at Brookfield US and CEO at Fortress Investment Group. Notably, he led the turnaround of Stuyvesant Town in New York City, the largest rental apartment community in the US, culminating in its landmark sale to Blackstone. David’s experience spans real estate investment, asset management, property management and development, making him a leading authority in the BTR space worldwide.

Whether you're a developer, investor, or simply interested in Australia’s evolving property landscape, this episode offers valuable insights into how global BTR expertise can shape Australia’s market. Tune in to explore the strategies and lessons that could redefine rental housing here at home.

EPISODE LINKS
David Woodward LinkedIn
Global Apartment Advisors (GAA)

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This podcast is for educational purposes only and should not be considered investment or financial advice. This podcast is not intended to replace or supplement professional investment, financial or legal advice. Please seek professional advice based upon your personal circumstances. The views expressed by our podcast guests may not represent those of Charter Keck Cramer. This podcast may not be copied, reproduced, republished or posted in whole or in part without the prior written consent of Charter Keck Cramer.