The TWM Real Estate Podcast
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The TWM Real Estate Podcast, hosted and produced by TWM, is a podcast that looks into all the various influences of the property market to see what is happening and what trends are emerging. It also features guest conversations that provide an insight into the thinking of various stakeholders, investors, developers and end users - the influencers within the real estate market itself.
26 Episodes
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In this Episode, which was recorded on March 13th, Seán O'Neill explores real estate sentiment emerging from MIPIM with TWM Director, Michele Jackson, who had just returned from the conference.
The discussion also examines the impact of recent geopolitical developments on Ireland with Independent Economist Stephen Walsh. Is Ireland still an attractive investment destination and what are the real estate sectors to watch?
Seán O’Neill, Michele Jackson and Willie Norse, MD of TWM, welcome ORS MD, John Brennan, to the podcast to discuss the ORS business, including their culture and plans. Following the recent acquisition of TWM by ORS, the opportunities and synergies for a multi-faceted real estate offering in the current market are explored.
Sean O’Neill and Willie Norse delve into the complex world of data centres with the help of Mark Ryan, Development Director in Yondr, a global developer, owner and operator of data centres. In this episode they speak about global trends in the demand for datacentres and where Ireland stands in this market given the moratorium on development. Some of the many questions they chat through on this podcast include “Are we missing a trick and will we get left behind? Why are other countries embracing these facilities which are now seen as critical infrastructure?”
Sean O Neill and Stephen Aherne provide feedback on their experience at Expo Real in Munich last week. George Fraser Harding ( Head of European Funds at Aviva Investors) and Oliver Gaschler (Director of Investment Asset Management at AM alpha) give their thoughts on the European Real Estate Market, Current Pricing, Tariffs and their views on Ireland.
In this episode, Seán O'Neill catches up again with John Hannigan, CEO of Circle VHA. John was a guest in June 2023 (Episode 3) and in this podcast they review progress in delivery of housing and developments since then including changes in interest rates and inflation. They also discuss the likely impact of recently announced Government initiatives for housing, infrastructure and planning.
In this episode Seán O'Neill and Stephen Aherne catch up again with independent economist and regular podcast contributor, Stephen Walsh, to chat about the many ongoing geopolitical events as well as domestic matters such as residential rent caps, lower interest rates etc. Following a general market pause, activity has returned as investors absorb the uncertainty and decide to move on!
Continuing the theme of healthcare and the aging population in Ireland in this our 20th Episode Sean O'Neill chat's with Jason Bradshaw, Corporate Finance Partner in PKF Brenson Lawlor and TWM colleague Hannah Dowling. PKF Brenson Lawlor recently hosted the National Nursing Home Owners and Operators Conference and Jason has 23 years experience in the Healthcare and Nursing Homes so no better person to give us an insight into this sector. We speak about the opportunities and challenges facing the sector as well as the existing and new players coming into the market. We also talk about ways to address the undersupply of beds and the future of residential care.
On this podcast Seán O'Neill chats with Eamonn Fitzgerald, Managing Director of UPMC Ireland and TWM Director Patricia Ward. They speak about the increasing influence of the healthcare sector on the real estate market and take in topics such as "Sick Care v's Health Care" and the increase in Community based care. They discuss new trends and terms such as "Payviders", "Office-Based Surgery", "Patient Hotels" and new policies that will reinforce the importance of this sector to the property market going forward.
On this podcast Sean O'Neill chat's with regular contributor, Independent Economist , Stephen Walsh and TWM Associate Director Stephen Aherne. They speak about Donald Trumps actions in his first month in office and the likely impact on Ireland.
The wide ranging discussion also includes the outlook for the Irish economy, interest rates, residential rent caps, population growth forecasts and of course activity in the various sectors of the Irish real estate market.
On this podcast Sean O'Neill chats with Stephen Walker, Deputy Head of UK Asset Management at abrdn and Co-owner and Director of TWM Michele Jackson. In a wide ranging conversation we talk about how investment strategies have changed over the recent past, how abrdn now looks at the office sector and how this is evolving in a post-Covid environment. Stephen speaks about the commitment to ESG in relation to their overall corporate strategy and real estate investment. He also delves into the world of AI and its potential impact on property and the market.
This episode is all about the uncertainty that elections bring in particular the impact of what has happened in the US. On this podcast Seán O'Neill chats with our regular contributor, independent economist, Stephen Walsh and TWM co-owner and director, Michele Jackson. We speak about the policies Donald Trump has threatened to introduce, possible future geopolitical events and the likely impact on Ireland. We also discuss the impending Irish election and the positives and negatives within the Irish economy.
A short Episode in which Sean O'Neill chats to TWM colleagues Stephen Aherne and Robbie Coakley who attended Expo Real, the massive European Real Estate Trade Fair in Munich. We hear about the mood music and property market sentiment from around Europe and how did it compare to the 2023 event.
On this podcast Sean O'Neill chats with Andy Tallon, Managing Director and Head of Debt Advisory at Interpath and TWM Managing Director, Willie Norse. We speak about the evolution of the debt market in Ireland, the current status and depth in terms of debt providers, location/ sector preferences, international participation and the pitfalls to watch out for when seeking finance. We also talk about some future trends.
On this podcast Sean O'Neill chat's with Cathal O Leary Director and Co Founder of SystemCore, TWM Director of Commercial Agency, Patricia Ward and Professional Services Director at TWM, Ken Noble. We speak about the contribution of the built environment to Carbon Emissions, the impact of new legislation on occupiers, investors, property valuations and lending. We explore what can be done to upgrade existing buildings and how do we make them operationally more efficient.
In this episode Seán O’Neill discusses all things Residential with the new MD of TWM, Willie Norse and Claire Solon, MD of Greystar Ireland. They talk about the current development land and investment market activity, blockages to supply of housing, the changing perception of apartment living and the benefits of institutional ownership of residential assets. They also look at trends in the market from Student Accommodation to Senior Living.
We catch up with a podcast regular Independent Economist Stephen Walsh and with Director of our Internal Investment Team, Robbie Coakley to review Q1 2024 Economic and Property Market activity.
We discuss whether the optimism experienced at the start of the year has been maintained and if the outlook for interest rate cuts is still positive. We chat about the changes in the real estate market and how it is now very location, sector and building specific.
In Episode 10 Sean O’Neill chats with Paul Candon, CEO of United Hardware. Paul provides background on the United Hardware business and its members who comprise both traditional DIY outlets and Builders Merchants. He provides insights into the hardware and DIY markets and the general construction sector including surviving covid, the impact of inflation, supply chain issues and the demand for sustainable products.
In Episode 9 of the TWM Real Estate Podcast, the first of 2024, having taken the temperature of the real estate market during January Sean O Neill discusses the outlook for the year with Independent Economist Stephen Walsh and Fellow Director of TWM, Patricia Ward.
Given the time of year this episode has a somewhat religious flavour. Sean O’Neill is joined by Co-Owner of TWM, Michele Jackson and their guest John Weir, Head of Real Estate, with Church Commissioners for England.
They chat about the interesting and diverse portfolio held by the Church Commissioners, with some assets owned for centuries. In addition to commercial property, topics covered include Christmas trees, farmland and sustainability and how such a long-established institution deals with current and future real estate trends.
In Episode 7 Sean O Neill chats with Arlene Maguire, Head of Property Acquisition and Asset Management with Tesco. Arlene gives us some background on the Tesco Ireland business now, what’s happening in terms of their current strategy and why is Tesco expanding in Ireland.
She also explains what types of stores are they looking to open and how do they go about selecting a site. We find out how do Tesco balance being both an owner and tenant and what are their current challenges in the property market. Finally we speak about sustainability and the measures Tesco are taking in this regard.
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