The TWM Real Estate Podcast

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 podcast include “Are we missing a trick and will we get left behind? Why are other countries embracing these facilities which are now seen as critical infrastructure?”

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 person to give us an insight into this sector.   We speak about the opportunities and challenges facing the sector as well as the existing and new players coming into the market. We also talk about ways to address the undersupply of beds and the future of residential care.