The TWM Real Estate Podcast

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 estate sectors to watch?

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 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.