Business:Investing
6.36 Will US Commercial Property Be The Epicenter Of The Next Property Crash? | Nucleus Investment Insights
2023-08-24
Join us in this week's podcast as Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Julian Campbell-Wood of Global REITS - Resolution Capital run through the following topics:
- Office: The main thing we are interested in is your thoughts on US commercial property and the dangers of contagion. What do you see as the future of work.
- Retail: Macro data (weak) vs micro data (OK).
- Industrial: Any thoughts on Yellow insolvency, what it means for sector. Inventories - will companies keep more in stock ("just in case" rather than "just in time") or will they simply revert back to pre-pandemic levels
- Residential: US rental growth, will it peak then pause or will it fall. Comparison with Australia. Self-storage: end of the dominance of products over services and what
- Data centres / AI effect whether AWS/Google/Microsoft are going to dominate the smaller players
Country differences. Japan / Europe / US / Australia with a view to major differences to other countries.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
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