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

Published: Aug. 24, 2023, 4:40 a.m.

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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:

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  • Office: The dangers of contagion in US commercial property and what the future of work holds.
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  • Retail: Macro data (weak) vs micro data (OK).
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  • Industrial: The Yellow insolvency and what it means for the sector. Will companies continue to keep inventories higher (\\u201cjust in case\\u201d rather than \\u201cjust in time\\u201d) or will they simply revert back to pre-pandemic levels
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  • Residential: US rental growth, will it peak then pause or will it fall. Comparison with Australia.
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  • Self-storage: end of the dominance of products over services and what
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  • Data centres: AI effect whether AWS/Google/Microsoft are going to dominate the smaller players
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  • Are there differences between countries/regions?\\n
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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\\xa0Nucleus Wealth Website.

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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

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