
The Property Nerds
Arjun Paliwal & Jack Fouracre
InvestorKit Podcasts
Property. Research. Real conversations.
337 episodes · Newest first
Commercial property was not hit by the Budget, and more residential investors are looking to make the move. But commercial finance works very differently, and not every broker who says they “do commercial” knows how.
The May budget was supposed to tighten the rental market: fewer investors, less rental supply, lower vacancy and higher rents. Five months on, the data is telling a different story. Australia’s average vacancy rate has climbed from close to 0.5% to 0.9% this year, and fewer than half of the 300+ SA3s analysed have seen rental growth speed up since the...
There is plenty of content explaining the benefits of buying property in a trust or company, but very few talk about the reasons to avoid it. Jumping into a complex structure without understanding the lending realities can accidentally limit lender options, restrict the ability to pull out equity, and lock investors out of scaling their portfolios.
People don't realise there are three big things about to happen. Listings are coming on and piling up through October and November, then they tank over Christmas as agents go on break and buyers and sellers just want to get it done. Yields are rising, not because rents are booming, but because prices are coming back down. And around every RBA rate rise,...
Two apartments in two of Sydney's most desirable suburbs. Supply is tight, rental demand is strong, and both now return more than 5% on their purchase price. On paper, they're great properties to hold. So why might selling still be the right call?
Most ultra high net worth investors assume the same thing. The bigger the deal, the lower the yield. It’s the most common misconception at this level of commercial property.
Adelaide's next growth opportunity isn't where most investors are looking. It's not in the city. It's not in the suburbs. It's a regional town just north of the city. And the data behind it might surprise you. More than 15% annual growth for 5 years straight. Jobs more than double than pre-pandemic levels. Vacancy under 1% and still falling.
Their first two properties went nowhere. Off-the-plan apartments bought on family advice that produced zero growth and years of frustration. Fast forward to today. Dr Rex Kwan and Melissa Tsui hold a $7M+ portfolio across multiple states with over $2M in equity. They built all of it without visiting a single property. They'd never even met Arjun in...
A falling median price doesn’t always mean property values are falling.
There's a difference between a broker who gets you approved and a strategist who structures each purchase so the next one is already set up before you've settled the first. In 12 months, one client built $1.2M in equity across 8 properties. None of them were cash flow positive. They didn't need to be. The plan was always to sell down, clear the debt, and...
Cairns grew 17% last year. Hobart grew 5%. On paper, the choice looks obvious. But choosing purely based on recent growth could mean buying into a market with less growth left ahead, while overlooking one with a full cycle of recovery still in front of it. In this episode, Junge…
Investment lending has shifted. While most investors were still processing the post-budget borrowing power drop, banks quietly started loosening policy. Rental income shading moved from 80% to 95%. 95% LVR on investment loans went from rare to common. And the borrowing power gap that started at 30% post-budget is now within 10%.