Investment Matters

InvestmentMarkets
  • 0.0 (0)
  • Business
  • Updated Weekly

Podcast by InvestmentMarkets

  1. Sep 8

    Why Non-Bank Lenders Are Funding Half of Australia's Construction Projects

    Darren sits down with Gary Connolly (no relation!), Head of Lending and Investments at Holden Capital Partners, to explore construction finance and how non-bank lenders have reshaped property development funding in Australia. Gary explains why developers are often willing to pay more for speed, certainty and a lender who understands their project. They cover the history of construction finance, the role of serviceability and presales, risk and diversification, and the role it plays in an investment portfolio, plus the outlook for Southeast Queensland over the next 12 months. Want to learn more: https://www.investmentmarkets.com.au/ Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    Why Non-Bank Lenders Are Funding Half of Australia's Construction Projects

  2. Sep 4

    FY26 Reporting Season: Winners, Warning Signs and What To Watch For

    In this episode, Darren is joined by Rachel Waterhouse, CEO of the Australian Shareholders Association, to break down the key themes from FY26 reporting season. They discuss warning signs investors should watch for, and why changing company narratives, weak guidance and growing market volatility attract greater scrutiny.  Rachel also shares the issues generating the most discussion among shareholders, from executive remuneration and board accountability to director expertise, governance standards and the importance of shareholder engagement. Want to learn more: https://www.investmentmarkets.com.au/ Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    FY26 Reporting Season: Winners, Warning Signs and What To Watch For

  3. Aug 31

    Why Childcare Centres Can Be Australia's Most Defensive Property Play

    Darren Connolly sits down with Marcus Cleary, Head of Distribution at Oreana Investments to explore the early education and childcare centre sector. They discuss what makes this specialist property niche such a defensive asset including government-backed rebates, CPI-linked rent, long leases, and choice of location, all combined with Oreana’s fully integrated build-and-operate model. Want to learn more: https://www.investmentmarkets.com.au Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    Why Childcare Centres Can Be Australia's Most Defensive Property Play

  4. Aug 24

    Turning Property Development into Investor Income: CapPru’s Playbook

    Darren sits down with Michael Fazzini from CapPru (formerly Capital Prudential) to discuss how the firm turns property development into an investable, income-generating asset class. They discuss CapPru's build-to-sell model, the difference between being a property developer and a fund manager, and the disciplined "pre-risking" process that protects investor capital before a single dollar is committed.  Michael also addresses builder and construction risk, using the example of a current live opportunity consisting of two industrial assets in Brisbane's south, positioned to benefit from a supply-demand imbalance running into the 2032 Olympics. Want to learn more: https://www.investmentmarkets.com.au Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    Turning Property Development into Investor Income: CapPru’s Playbook

  5. Aug 13

    Steve Bennett on supply shortages, rental growth, and why they stepped into the Life Sciences sector

    Charter Hall Direct CEO Steve Bennett returns to the podcast to break down commercial property's comeback. Steve and host Darren Connolly cover how recent tax changes are shifting investor capital toward income-producing assets, why supply shortages are driving rental growth across office, industrial and retail, and the rationale for acquiring a near-$500M LifeSciences asset. Plus, Steve's outlook on cap rates, valuations, and what to watch over the next 12 months. Want to learn more: https://www.investmentmarkets.com.au Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    Steve Bennett on supply shortages, rental growth, and why they stepped into the Life Sciences sector

  6. Aug 6

    Sharpbridge’s Market-Beating Playbook for Global Equity Investors

    How does a new global equities fund launch into volatile markets and emerge as a Top 10 performer based on FY26 12-month returns? In this episode of the InvestmentMatters Podcast, Darren speaks with Jarrad Stuart and Nick Chant of Sharpbridge Funds Management about the strategy, discipline and stock-picking process behind their market-beating start. Jarrad and Nick discuss the fund’s launch, their stock selection framework, and why staying “true to label” is critical when markets turn. They also discuss recent Federal Budget changes, the case for looking offshore, AI as a long-term structural trend, and two overlooked themes they believe investors should have on their radar. Want to learn more: https://www.investmentmarkets.com.au Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    Sharpbridge’s Market-Beating Playbook for Global Equity Investors

  7. Jul 27

    Private Credit, Property Income and Australia’s Housing Shortage

    Australia's has a housing supply crisis but who's actually funding the apartments and townhouses that are getting built? In this episode of the Investment Markets Podcast, host Darren Connolly sits down with Clinton Arentz, Head of Lending at Trilogy Funds Management, for a broad discussion about mortgage lending and development finance. Clinton highlights how the withdrawal of the major banks from lending to smaller-scale developers created a gap, what really drives demand in a market defined by chronic undersupply, and why Trilogy saw opportunity in industrial and retail property assets. Want to learn more: https://www.investmentmarkets.com.au Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    Private Credit, Property Income and Australia’s Housing Shortage

  8. Jul 6

    A new Commodity Supercycle Has Begun. Here's Why.

    In this episode of InvestmentMatters, Darren speaks with Justin Lin, Investment Strategist at Global X, who makes a compelling case for why commodities are entering a new supercycle. Justin highlights the unprecedented structural forces driving demand including AI's enormous energy, copper and rare earth needs as well as supply constraints and how geopolitical fragmentation and trade controls are tightening availability of these critical materials just as demand is skyrocketing. Want to learn more: www.investmentmarkets.com.au Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

    A new Commodity Supercycle Has Begun. Here's Why.
See All (28)

About

Podcast by InvestmentMarkets

Information

  • Creator
    InvestmentMarkets
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Investment Matters

You Might Also Like