Will US Commercial Property Be The Epicenter Of The Next Property Crash?|Nucleus Investment Insights

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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 active and passive portfolios.

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 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 here:

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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

Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.

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Chapters
00:00 - Intro
00:51 - Disclaimer:
51:51 - Resolution Capital
52:46 - How concerned should we be about commercial property in the US?
53:07 - Investment Implications