The TWM Real Estate Podcast

In this episode, recorded on 3 July, Seán O'Neill, Stephen Aherne, and independent economist, Stephen Walsh, discuss the continuing deal/no-deal uncertainty surrounding Iran, the outlook for interest rate rises, and recent political developments in the UK. They also examine Ireland's economic performance as the country assumes the Presidency of the Council of the European Union, before reviewing a...

In this Episode, Seán O'Neill and Willie Norse chat with Cormac Kennedy, Head of Commercial & Programme Management at Dublin Port. The discussion delves into how the port operates, why it serves as both a critical component of and a bellwether for the economy, the effects of recent economic and geopolitical crises, and what the future may hold!

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 e...

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 pod...

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 perso...

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", "Patie...

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 cour...

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 rel...

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...

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...

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 upgra...

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...

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...

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 sust...

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...

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 T...

Expo Real Special – Episode 6 of the TWM Real Estate Podcast features interviews with international investors at Expo Real in Munich, which took place last week. George Fraser Harding (Head of European Funds at Aviva Investors), Oliver Gaschler (Director of Investments at AM Alpha) and Axel Wünnenberg (Managing Director of Quodoro) give their thoughts on the European Real Estate market and whether...

In episode 5, Seán O Neill chats with Michael Costello, Partner at BDO. Having just completed 3 terms as Managing Partner, Michael talks about the challenges of Brexit, covid, the move to new offices, the inflation/ interest rate crisis as well as his new role in charge of Sustainability.

We catch up again with Independent Economist Stephen Walsh and Associate Director of TWM, Russell Cleere to review H1 2023 Economic and Property Market activity. We chat through what has happened since Q1 and what we should be looking out for going forward. We also look at the attractiveness of Dublin as an investment location.