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Commercial Property Investment - Jo Seth Smith

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Manage episode 416902140 series 2823358
Treść dostarczona przez Rod Turner. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Rod Turner lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Jo Seth-Smith is the Investment Manager at Olim Property https://www.olimproperty.co.uk/index.html an FCA regulated property investment manager of UK commercial property portfolios, whose Funds Under Management total is approximately £1 billion with individual discretionary mandates for pension funds, investment trusts and Oxford colleges.

Jo has a heap of experience in Commercial Property Investment starting her career at JLL, La Salle Investment Manager and then moving on to for part of the team that created Acuitus Commercial Property Auctions before joining Olim Property.

In this discussion Jo and I discuss;

How Jo came to be involved in the investment side of Commercial Real Estate.

Different types of sellers and buyers at commercial property auctions and differences in approaches between institutional investors vs private sector investors.

Why institutional investors decide to sell at auction.

How the structure of a typical institutional real estate portfolio has changed over time.

As an investment manager how does the clients needs dictate the sectors that you look to invest in.

Where her focus in terms of asset types has changed over the past few years.

The importance of not just reducing risk for clients but also reducing costs.

Valuations when transactional evidence is low and how that can affect decisions to sell.

Theory vs experience.

The delay between cause and effect on asset prices happening in the market.

Cost of living crisis effects on covenant strength of occupiers of commercial property.

Difficulties in forecasting future rents.

Difficulties in achieving historical yields in certain asset classes.

How ESG factors into Jo's decision making when making investments and how that has changed over time.

Policy and Government changes and their effects on investments.

ESG and box ticking.

Advice to people looking to get into the industry.

And lots more...


Thanks again to our sponsors https://www.konnexsion.com who provide fantastic property management software and 978 Property finance https://978finance.com/ who provide finance for all property deals


If you enjoyed the episode please be sure to follow on whichever platform you listen or view on. Reviews are always welcome.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

106 odcinków

Artwork
iconUdostępnij
 
Manage episode 416902140 series 2823358
Treść dostarczona przez Rod Turner. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Rod Turner lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Jo Seth-Smith is the Investment Manager at Olim Property https://www.olimproperty.co.uk/index.html an FCA regulated property investment manager of UK commercial property portfolios, whose Funds Under Management total is approximately £1 billion with individual discretionary mandates for pension funds, investment trusts and Oxford colleges.

Jo has a heap of experience in Commercial Property Investment starting her career at JLL, La Salle Investment Manager and then moving on to for part of the team that created Acuitus Commercial Property Auctions before joining Olim Property.

In this discussion Jo and I discuss;

How Jo came to be involved in the investment side of Commercial Real Estate.

Different types of sellers and buyers at commercial property auctions and differences in approaches between institutional investors vs private sector investors.

Why institutional investors decide to sell at auction.

How the structure of a typical institutional real estate portfolio has changed over time.

As an investment manager how does the clients needs dictate the sectors that you look to invest in.

Where her focus in terms of asset types has changed over the past few years.

The importance of not just reducing risk for clients but also reducing costs.

Valuations when transactional evidence is low and how that can affect decisions to sell.

Theory vs experience.

The delay between cause and effect on asset prices happening in the market.

Cost of living crisis effects on covenant strength of occupiers of commercial property.

Difficulties in forecasting future rents.

Difficulties in achieving historical yields in certain asset classes.

How ESG factors into Jo's decision making when making investments and how that has changed over time.

Policy and Government changes and their effects on investments.

ESG and box ticking.

Advice to people looking to get into the industry.

And lots more...


Thanks again to our sponsors https://www.konnexsion.com who provide fantastic property management software and 978 Property finance https://978finance.com/ who provide finance for all property deals


If you enjoyed the episode please be sure to follow on whichever platform you listen or view on. Reviews are always welcome.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

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