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How NZ Retirement Villages Signal The Next Housing Cycle

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Manage episode 517879894 series 3603762
Content provided by Zebunisso Alimova. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebunisso Alimova or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Markets have a way of whispering before the economy speaks. We zoom into New Zealand’s most telling tickers—retirement village operators and a key challenger bank—to read what might be next for housing, credit, and confidence. If you live and breathe property, these listed signals can become your early-warning system and your roadmap.
We unpack why Somerset’s steadier execution and Ryman’s rebound matter far beyond their share prices, touching everything from build pipelines to downsizing demand in Auckland, Melbourne, and beyond. Then we turn to Heartland Bank and its lending to vehicles, agriculture, and reverse mortgages, explaining how a lift in this one stock can hint at improving sentiment months before it shows up in auction rooms or clearance rates. Along the way, we talk listed property trusts, cap rates, and the quiet interplay between funding costs and valuations that shapes investment returns.
The conversation gets candid too. We own up to “midnight share shopping,” celebrate an accidental Fonterra win, and stress the one rule that outperforms most hot tips: spend less than you earn so you never have to sell good assets to pay for life. From small Sharesies top-ups to teaching kids about compounding, the theme is the same—invest where you hold an edge, keep risk small while you learn, and let market indicators guide your timing rather than your identity. Keen to turn property knowledge into smarter market reads without the jargon?
Subscribe, share this episode with a mate who loves a good chart, and leave a review telling us which NZ ticker you watch first when the cycle turns.

Send us a text

Support the show

Buy your first home in NZ Weekly Webinars

You thought it's not possible or the dream is too far away? Come to my webinar and I will show you, you are much closer to your dream, than you think you are!

Join Here - https://bit.ly/4m9SL72

  continue reading

Chapters

1. How NZ Retirement Villages Signal The Next Housing Cycle (00:00:00)

2. Warm Welcome And Setup (00:00:20)

3. Why Property Shows Up In Stocks (00:00:37)

4. Retirement Village Leaders: Ryman And Somerset (00:01:13)

5. Heartland Bank As An Economic Gauge (00:02:14)

6. DIY Sharesies, Random Buys, And Lessons (00:03:40)

7. Use Your Industry Edge In Markets (00:05:24)

8. Fonterra Wins, Not-All-Roses Reality (00:06:44)

9. Seek Proper Advice, Avoid Impulse Buys (00:07:24)

10. was moved to maintain order within duration (00:08:08)

11. Spend Less Than You Earn (00:08:24)

175 episodes

Artwork
iconShare
 
Manage episode 517879894 series 3603762
Content provided by Zebunisso Alimova. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zebunisso Alimova or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Markets have a way of whispering before the economy speaks. We zoom into New Zealand’s most telling tickers—retirement village operators and a key challenger bank—to read what might be next for housing, credit, and confidence. If you live and breathe property, these listed signals can become your early-warning system and your roadmap.
We unpack why Somerset’s steadier execution and Ryman’s rebound matter far beyond their share prices, touching everything from build pipelines to downsizing demand in Auckland, Melbourne, and beyond. Then we turn to Heartland Bank and its lending to vehicles, agriculture, and reverse mortgages, explaining how a lift in this one stock can hint at improving sentiment months before it shows up in auction rooms or clearance rates. Along the way, we talk listed property trusts, cap rates, and the quiet interplay between funding costs and valuations that shapes investment returns.
The conversation gets candid too. We own up to “midnight share shopping,” celebrate an accidental Fonterra win, and stress the one rule that outperforms most hot tips: spend less than you earn so you never have to sell good assets to pay for life. From small Sharesies top-ups to teaching kids about compounding, the theme is the same—invest where you hold an edge, keep risk small while you learn, and let market indicators guide your timing rather than your identity. Keen to turn property knowledge into smarter market reads without the jargon?
Subscribe, share this episode with a mate who loves a good chart, and leave a review telling us which NZ ticker you watch first when the cycle turns.

Send us a text

Support the show

Buy your first home in NZ Weekly Webinars

You thought it's not possible or the dream is too far away? Come to my webinar and I will show you, you are much closer to your dream, than you think you are!

Join Here - https://bit.ly/4m9SL72

  continue reading

Chapters

1. How NZ Retirement Villages Signal The Next Housing Cycle (00:00:00)

2. Warm Welcome And Setup (00:00:20)

3. Why Property Shows Up In Stocks (00:00:37)

4. Retirement Village Leaders: Ryman And Somerset (00:01:13)

5. Heartland Bank As An Economic Gauge (00:02:14)

6. DIY Sharesies, Random Buys, And Lessons (00:03:40)

7. Use Your Industry Edge In Markets (00:05:24)

8. Fonterra Wins, Not-All-Roses Reality (00:06:44)

9. Seek Proper Advice, Avoid Impulse Buys (00:07:24)

10. was moved to maintain order within duration (00:08:08)

11. Spend Less Than You Earn (00:08:24)

175 episodes

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