real estate

Magic Markets Ep180: Home Country Bias

Magic Markets2024-06-19T14:28:59+02:00

Home country bias is a real danger for investors. We tend to buy the brands we know, rather than taking an objective view on a global opportunity set. Global context is beyond important, particularly when you've had the benefit of engaging with investors and professionals in deep pools of capital like Europe and North America. In this episode, Mohammed Nalla and The Finance Ghost take advantage of recent travels to discuss how the South African market differs from global markets like the UK and America. For any investor serious about global wealth creation, this is a valuable discussion.

Magic Markets Ep180: Home Country BiasMagic Markets2024-06-19T14:28:59+02:00

Public Storage: Behind the Garage Door

Magic Markets2024-02-28T22:05:52+02:00

Public Storage is the leading self-storage business in the US, so this is a great example of a different way to play the property theme. After the pandemic called into question what everyone always thought they knew about the resilience of property, this type of property model became more popular as investors saw self-storage as being more resilient. Resilient to pandemics, maybe. Resilient to other factors? Perhaps not so much.

Public Storage: Behind the Garage DoorMagic Markets2024-02-28T22:05:52+02:00

Magic Markets Ep162: Momentum in Alternative Assets

Magic Markets2024-02-15T02:59:31+02:00

Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe took on Meta, a love/hate stock for so many in the market. The Finance Ghost covered Microsoft, his favourite stock of them all.

Magic Markets Ep162: Momentum in Alternative AssetsMagic Markets2024-02-15T02:59:31+02:00

Recap: Simon Property Group

Magic Markets2023-12-20T18:14:16+02:00

In our final report for 2023, we look back on Simon Property Group. This is the apex predator in the US when it comes to retail property, owning a vast portfolio of high-end malls and investments in various other portfolios around the world. This puts the group at the centre of macroeconomic concepts like consumer spending, inflation and yield curves. What has this meant for the share price this year and the prospects in 2024?

Recap: Simon Property GroupMagic Markets2023-12-20T18:14:16+02:00

Magic Markets Ep152: Walmart and Target

Magic Markets2023-11-22T21:44:44+02:00

In episode 152 of Magic Markets, we’ve lined up a battle of the retail giants – Target vs. Walmart. Although we haven’t covered the former yet in Magic Markets Premium, we’ve covered Walmart and some of its largest competitors, like Costco. This week's show unpacks why Target massively beat expectations and some interesting trends in product categories. We also unpack why we need to look at constant currency results and the impact of inflation trends on these companies. There's alot to learn here. Join us.

Magic Markets Ep152: Walmart and TargetMagic Markets2023-11-22T21:44:44+02:00

Magic Markets Ep151: Balwin, Calgro M3 and D.R Horton

Magic Markets2023-11-15T20:13:43+02:00

This week, we’ve got property on our minds – buying it, renting it and even building it from the ground up. While Ghost is bringing homegrown insights from locally listed property investors Balwin and Calgro M3, Moe is discussing D.R Horton (no relation to Dr. Seuss), a home construction company headquartered in Arlington, Texas.

Magic Markets Ep151: Balwin, Calgro M3 and D.R HortonMagic Markets2023-11-15T20:13:43+02:00

Prologis: Safe as Warehouses

Magic Markets2023-04-26T22:28:14+02:00

As the world’s largest owner of logistics and warehousing property, Prologis has been enjoying the tailwind from a structural shift to eCommerce. With a strong balance sheet and lots of strategic optionality, the company has achieved surprising growth from an asset class that many see as boring.

Prologis: Safe as WarehousesMagic Markets2023-04-26T22:28:14+02:00

Magic Markets Ep114: Private Debt and Property in a Rising Rate Environment

Magic Markets2023-03-02T00:09:15+02:00

Regular listeners of Magic Markets have learnt a great deal about alternative investments and private deals, thanks to the various professionals at Westbrooke Alternative Asset Management who have joined us on the show. Richard Asherson and James Lightbody join us this week to update us on the UK market and the conditions under which the Westbrooke Yield Plus fund operates. The focus of the fund is capital preservation, and with it now turning 5 years old and having consistently delivered in the target return band of cash plus 5% to 7% in GBP, we wanted to go deeper into the success [...]

Magic Markets Ep114: Private Debt and Property in a Rising Rate EnvironmentMagic Markets2023-03-02T00:09:15+02:00

American Tower: Mixed Signals

Magic Markets2022-11-30T22:10:58+02:00

Use the podcast player below to listen to our discussion on American Tower and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 1 December 2022) In the US, the REIT sector has numerous examples of companies that aren’t traditional property businesses. American Tower falls into this category, leasing out telecommunications infrastructure rather than shopping malls or office buildings. With a global footprint and an extraordinary history of growing dividends, a cursory glance would suggest that American Tower is an obvious underpin to any portfolio. A closer look raises a few concerns about whether the company’s best days [...]

American Tower: Mixed SignalsMagic Markets2022-11-30T22:10:58+02:00

Magic Markets Ep103: Alternatives – The Wealth Management View

Magic Markets2022-11-23T19:41:43+02:00

Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets. Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like: • What types of alternative assets are popular? • What is the priority for investors – [...]

Magic Markets Ep103: Alternatives – The Wealth Management ViewMagic Markets2022-11-23T19:41:43+02:00

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