“We focus where there's blank space… give up some of the equity upside in order to protect our downside… consistently performing about 14% per annum, much better than equity markets.”
♫
Said on The Rules of Investing
“We're buying nearly 1,000 commercial properties per annum… we’re a very high percentage of the total market. And that allows us to see what's out there because we see the valuations.”
Inside Commercial Property · #77 - Commercial Property: What's Rising, What's Not, and Why | Scott O'Neill & David Hamilton
Play from 7:40
7:40
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What was described
Buy nearly 1,000 commercial properties per annum, giving a high percentage of the total market and direct access to valuation data
1,000 properties per year; ~8,000 total commercial properties in Australia
Said nearby on the same subject
“Model portfolio is 16.4% per annum versus the SPDR200, 7.5%... QAV light portfolio is 21.8% per annum versus 9.2%”
♫
Said on Quality At Value - Value Investing In Shares
“In 2025 the fastest quarter of intrusions reached data exfiltration in about 72 minutes…now that's nearly five hours down from the year before…the entire intrusion took under 10 hours total.”
♫
Said on The Enterprise AI Show
“For a property purchase of circa $700,000 annually, you're only really looking at about $1,500 for land tax, right? So about $30 per week”
MS
Matt Sharp
Geared for Growth Property Investing Podcast ·
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