Episodes
Wednesday May 10, 2023
Knight Frank’s Justin Chee - Is The Malaysian Property Market Finally Coming Back?
Wednesday May 10, 2023
Wednesday May 10, 2023
#property #realestate #reit #malaysia #klangvalley #singapore
Knight Frank’s Justin Chee - Is The Malaysian Property Market Finally Coming Back?
Knight Frank Malaysia’s Executive Director Justin Chee shares his thoughts on the Malaysian property market and the new areas for property investment, which has always been a good hedge against inflation.
(Many thanks to the Asia School of Business for their collaboration with The Do More Podcast, in whose studio this conversation was recorded. The Asia School of Business is a partnership between MIT Sloan School of Management and Bank Negara Malaysia).
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CONTENTS:
00:00 - Intro
00:18 - Health of The Local Property Market
01:21 - Explaining the Cycles in Malaysia’s Property Market
03:25 - How Strong Will the Next Property Rally Be?
04:23 - How and Why is the Property Market ‘Protected’?
06:00 - What is the Appeal of Property?
07:40 - The Interest in Property is Broad-Based
11:00 - And Then There Are REITs: How Do They Work?
13:38 - Which REITS to Buy?
17:15 - Prices Will Always Increase
17:52 - Factors For Buying a Real Property
19:40 - Established Areas? Or New Up-and-Coming Areas?
21:35 - The Interest Rate Factor
24:45 - Views on New Townships
25:48 - Is Urbanisation Still Happening?
26:34 - Why Is Outstanding Loan Still So High After Paying For So Many Years?
28:55 - How to Benefit From Housing Loan
29:35 - How Is Property a Hedge Against Inflation?
32:00 - How To Select Which REITs to Buy (Local vs Foreign, Sectors etc)
33:30 - The FX Element in Buying Foreign REITs
35:35 - Keppel DC REIT: The Data Centre Theme vs Interest Rate Direction
38:00 - The Yield Discussion: Which Ones Are Blue Chip REITs?
41:20 - Sunway REIT Buying EPF’s Hypermarkets .. What Does This Mean? (IMPORTANT!)
43:05 - So .. REITs Can Now Undergo Development?
44:18 - What Are the Trends Shaping Malaysian Real Estate?
49:02 - Does Malaysia Have Enough Electricity to Drive Huge Data Centres?
50:20 - Final Words on Property Investment
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CONTACT JUSTIN HERE:
LinkedIn: https://www.linkedin.com/in/justin-chee-kfm
Knight Frank: https://tinyurl.com/2s3j4bmj
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