MB Fund Podcast: Will US Commercial Property Be The Epicenter Of The Next Property Crash?

In this week’s podcast 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 dangers of contagion in US commercial property and what the future of work holds.

Retail: Macro data (weak) vs micro data (OK).

Industrial: The Yellow insolvency and what it means for the sector. Will companies continue to keep inventories higher (“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?

Data centres: AI effect whether AWS/Google/Microsoft are going to dominate the smaller players.

Are there differences between countries/regions?

View the presentation slides

Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.

Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.

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The information on this blog 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. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.