A Focus on Fundamentals with Michael Hynes
In 2023, caution is the key to real estate investment, with opportunities likely to arise in specific property assets where the fundamentals are strong and there is an imbalance in supply and demand. Focusing on tenant-led transactions with pre-committed strong underlying tenants in the commercial office development sector can present lower risk and provide a potentially robust income stream post-completion.
In the residential development sector, risk may be lower in boutique high-quality projects in locations with supply-demand imbalances, especially when a project is supported by a developer with a proven delivery capability.
On the latest episode of the Property Investment Podcast, Michael Hynes, joint managing director of Stamford Capital Investments and Stamford Capital, shares insights from his experience as co-principal of a commercial property loan broking business that wrote over 200 loans with an aggregate value of $2.5 billion in FY 23.
With access to valuable bank lending data, Michael and his partners also manage Stamford Capital Investments, a real estate fund manager with over $500 million in assets under management as at FY 23. Join us as we delve into the banking and market thematics driving risk and value in the property sector.
MP FUNDS DEAL ANALYSIS
With over $4 billion in facilitated investments and an average annual return of 22% (net of fees and before taxes), MP Funds Management has strong real estate investing experience. Note: Past performance is not a reliable indicator of future performance.
Gain deep visibility into pricing, risk, and value dynamics with MP Report Premium. Access detailed fund and transaction analysis and more to help you make informed investment decisions in today's dynamic real estate market. Available to wholesale clients only.
DIVE DEEPER INTO RECENT DEBT AND INVESTMENT DEALS VIA THE MP REPORT PREMIUM.
Access the MP Report Premium to review a recent selection of investment and broking transaction summaries. These summaries provide valuable benchmarking data on key data points such as loan-to-value ratios, debt pricing, and debt sizing relative to location. Although confidential aspects have been redacted, sufficient detail is provided for benchmarking purposes.
This communication is not investment advice and does not consider individual financial objectives, situation, or needs. Conduct your own research and seek independent advice before making investment decisions. Actual performance may differ from forecasts. Join MP Report Premium for access to detailed deal analysis and valuable insights for informed investing.
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LATEST FROM THE PROPERTY INVESTMENT PODCAST
The latest episode of the podcast features the Joint Managing Director of Stamford Capital Investments and Stamford Capital Australia, discussing value and risk in the commercial property banking and investment sectors. Stamford Capital Australia is a commercial property loan broking business that wrote over 200 loans with a total value of approximately $2.5 billion in FY 23. Leveraging their unique visibility through the loan broking business, Stamford Capital Investments manages over $500 million in assets under management (AUM) as at FY 23 in the commercial property and development sector.
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This communication is not intended to serve as investment advice or an investment recommendation. The content does not take into account your financial objectives, situation or needs. You should do your own research and, if appropriate, obtain independent advice from a suitably licensed professional before making investment decisions.
* Actual investment performance may differ materially from forecast returns.
** Please note that past performance is not a reliable indicator of future performance.