

Jordan De Jong - Which Property Are you "Shorting?": Asset Analysis with Guest Host Steve Palise
The Big Property Short
The age ol house and land vs existing property debate!
Everyone is an "expert" on this but very few come with examples on how they've performed over the years!
Tomorrow night, we will unpack these with Jordan de Jong !!
More importantly the insights on why they have / haven't performed!
Tune in to find out who wins !!
Topics we'll be talking about include:
- The one you're here for: House vs Apartment vs House and Land! This one is bound to be juicy and actionable.
- The powerful property investing insights from Palise / De Jong on [I'll ask them to do a top 3 maybe].
Episode Highlights:
12:29 What do you think about commercial property these days?
15:56 What is the craziest story from your property investing Journey?
18:44 Figure 1 - Rolling annual growth rate, national houses and units
21:50 Combined capitals house and unit values Thirty years to July 2022
24:30 Median house price growth to March 2022
28:40 Distribution of Median House Price Growth: 1980 - 2022
34:10 Overview of Housing asset with Pros and Cons
37:17 Analysis of House and Land with Pros & Cons
42:37 Analysis of Unit with Pros and Cons
45:36 Apartment Overview with Pros and Cons
46:33 Houses versus Units perform analysis for 3 Areas
57:47 Tips for research and analysis bigger number of assets
1:08:17 Unit versus Apartment analysis
1:25:05 Overview of High End Waterfront Apartment Negative for a decade
1:27:30 Ok performing Apartment Overview
1:28:40 Two decades negative equity Apartment in Sydney
1:34:25 House and Land performs relative
1:38:02 Top 3 key things from Steve and Jordan for new investors
1:43:45 Are you saying that house and land packages can perform well in this context that you just explained where it is just a one of property?
1:44:52 Wouldn't major development be a driver for growth? Eg. would a new Bunnings in a area indicate growth?
1:47:11 Do you think eventually people will start buying home and land package though? Becasue everyone keep saying shortage of supplies: existing homes. But the population growth is higher
1:49:13 Will the cost of new build (infill) help maintain the current market?
1:51:47 Best way to connect with Jordan