Dr. Daniele Gambero's presentation slide for MAPEX (Johor) EXPO by REHDA, May 2013. Title: The Malaysian Property Market 2013 Outlook – Boon or Boom How to get ready and read the signals.

1. REI Group of Companies
Presentation by Dr. Daniele Gambero
Rehda – Malaysia Property Expo 2013 – Johor Baru
JB City Square –May 24th
- 26th
The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
“Connecting the dots between global economy …. and property purchasing decisions”

2. “The ability to convert ideas in facts is the secret to outward success”

3. “The ability to convert ideas in facts is the secret to outward success”
- Strategic Marketing
- Property Market
Analysis
- Branding
- Creative
Gambero Property Market Intelligence Program
-access updated information & data on both Regional & Local
economic indicators
-latest information on future market trends in property
development
--insights on developers information, new forthcoming hotspots,
proposed infrastructures

4. The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
1) US Economy performance: what comes next?
2) Euro Zone Economy Performance: broken economies?
3) Malaysian Economic Performance: no surprise
4) Regional Property Markets: spilling over
5) Malaysian Property Market: moving towards…..
6) Malaysian Property Market: old and new hot spots, where?

5. FEW CONSIDERATION ON THE STATUS OF
WORLD ECONOMIES AND TREND INDICATORS.

6. US Economy status for 2012 and outlook 2013

7. US Economy status for 2012 and outlook 2013
August 2011

8. US Economy status for 2012 and outlook 2013
Current account balance (export – import) world ranking
Balance 2012 - 485,000

9. US Economy status for 2012 and outlook 2013
The consumer confidence index was started in 1967 and
benchmarked in 1985 = 100

10. US Economy status for 2012 and outlook 2013
USD 3,850,000,000 Billions PER DAY
As at May 19th
, 2013 overall US debt is
USD 16,700,000,000,000 Trillions
With the Nation Borrowing limit set at
USD 16,400,000,000,000 Trillions

11. US Economy status for 2012 and outlook 2013
?

12. The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
1) US Economy performance, what comes next?
2) Euro Zone Economy Performance: broken economies?
3) Malaysian Economic Performance: no surprise
4) Regional Property Markets: spilling over
5) Malaysian Property Market: moving towards…..
6) Malaysian Property Market: old and new hot spots, where?

13. EUROPEAN Economy status for 2012 and outlook 2013

14. EUROPEAN Economy status for 2012 and outlook 2013

15. EUROPEAN Economy status for 2012 and outlook 2013

16. EUROPEAN Economy status for 2012 and outlook 2013

17. EUROPEAN Economy status for 2012 and outlook 2013
-27

18. EUROPEAN Economy status for 2012 and outlook 2013

19. The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
1) US Economy performance, what comes next?
2) Euro Zone Economy Performance: broken economies?
3) Malaysian Economic Performance: no surprise
4) Regional Property Markets: spilling over
5) Malaysian Property Market: moving towards…..
6) Malaysian Property Market: old and new hot spots, where?

20. Malaysian Economic and Property Market Performance:
2013 Outlook

21. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

22. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

23. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

24. FEW CONSIDERATION ON MALAYSIAN POPULATION AND
WEALTH:
MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013
Malaysian labor force = 13,298,900 (45% of the whole population)
Agriculture – 13%
Industry – 36%
Services – 51%
GDP per capita
RM30,000.00 (per year)

25. FEW CONSIDERATION ON MALAYSIAN POPULATION AND
WEALTH:
Malaysian average per capita income (2011)
USD961 = RM3,000 (per month)
Malaysian Wealth Distribution
Lowest 10% - 1.8% Highest 10% - 28.9%
=
Median 80% - 69.3%
MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

26. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

27. MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013
China AA- Stable
Greece SD ?????
India BBB- Negative
Indonesia BBB- Positive
Italy BBB+ Negative
Japan AA- Negative
Malaysia A- Stable
Philippines BB Stable
Russia BBB Stable
South Korea A Stable
Spain BBB+ Negative
Taiwan AA- Stable
Thailand BBB- Negative
United States AA+ Negative
Vietnam BB- Negative

28. MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013

29. MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013

30. The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
1) US Economy performance, what comes next?
2) Euro Zone Economy Performance: broken economies?
3) Malaysian Economic Performance: no surprise
4) Regional Property Markets: spilling over
5) Malaysian Property Market: moving towards…..
6) Malaysian Property Market: old and new hot spots, where?

31. SEA and MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013

32. Malaysian Economic and Property Market Performance:
Outlook Q2 and Q3

33. The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
1) US Economy performance, what comes next?
2) Euro Zone Economy Performance: broken economies?
3) Malaysian Economic Performance: no surprise
4) Regional Property Markets: spilling over
5) Malaysian Property Market: moving towards…..
6) Malaysian Property Market: old and new hot spots, where?

34. Malaysian Economic and Property Market Performance:
Outlook Q2 and Q3

35. Malaysian Economic and Property Market Performance:
Outlook Q2 and Q3

36. Malaysian Economic and Property Market Performance:
Outlook Q2 and Q3
Bank Negara new Mortgage “rules”
1)More than 3 properties: maximum MOF 70%
2)Loan approval based on “Net income” ONLY
3)Maximum debt capacity: 65% of Net income
4)Request to maintain MOF as low as possible (recommended below 85%)

37. Malaysian Economic and Property Market Performance:
Outlook Q2 and Q3

38. Malaysian Property Market

39. Malaysian Property Market – Facts

40. Malaysian population in 2012:
29,500,000
Malaysian Property Market – Facts

41. The Malaysian Property Market 2013 Outlook – Boon or Boom
How to get ready and read the signals
1) US Economy performance, what comes next?
2) Euro Zone Economy Performance: broken economies?
3) Malaysian Economic Performance: no surprise
4) Regional Property Markets: spilling over
5) Malaysian Property Market: moving towards…..
6) Malaysian Property Market: old and new hot spots, where?

42. MALAYSIA’S PROPERTY MARKET ASSESSMENT

43. MALAYSIA’S PROPERTY MARKET ASSESSMENT
- The upcoming potential listing of Iskandar Waterfront Holdings Sdn Bhd
(IWH) and Medini Iskandar Malaysia Sdn Bhd are surely going to create
a positive additional spill over to other developers with a sizeable
exposure to Iskandar Malaysia, Johor and up North to Klang Valley.
- AM Research is very confident that the positive feeling in the aftermath
of GE13 would aid buying sentiment above all in Iskandar Malaysia.
- Negative trend of Property markets such as Hong Kong, Singapore
and China that after the cooling measures introduced by the respective
governments have been showing a growing interest, above all from
the Chinese side, for all types of Property products in Malaysia.

44. MALAYSIA’S PROPERTY MARKET ASSESSMENT
DIJAYA @ CANAL CITY SHAH ALAM

45. MALAYSIA’S PROPERTY MARKET ASSESSMENT
BANDAR MALAYSIA – CITY OF MALAYSIA

46. MALAYSIA’S PROPERTY MARKET ASSESSMENT
BANDAR MALAYSIA – CITY OF MALAYSIA

47. MALAYSIA’S PROPERTY MARKET ASSESSMENT
BANDAR MALAYSIA – CITY OF MALAYSIA

48. MALAYSIA’S PROPERTY MARKET ASSESSMENT
ROL – DBKL and FEDERAL GOVERNMENT

49. MALAYSIA’S PROPERTY MARKET ASSESSMENT
The River of Life

50. MALAYSIA’S PROPERTY MARKET ASSESSMENT

51. MALAYSIA’S PROPERTY MARKET ASSESSMENT

52. MALAYSIA’S PROPERTY MARKET ASSESSMENT

53. MALAYSIA’S PROPERTY MARKET ASSESSMENT

54. MALAYSIA’S PROPERTY MARKET ASSESSMENT

55. MALAYSIA’S PROPERTY MARKET ASSESSMENT

56. MALAYSIA’S PROPERTY MARKET ASSESSMENT

57. Malaysian Property Market – 2013 Outlook
Some leads

58. Malaysian Property Market – 2013 Outlook
Some leads

59. Malaysian Property Market – 2013 Outlook
Some leads

60. Malaysian Property Market – 2013 Outlook
Some leads

61. Malaysian Property Market – 2013 Outlook
Some leads

62. The name of the game in property
investment is to get an UNFAIR
Advantage over the rest of the market.
Being ‘privileged’ and having ‘insider’
information is what gets you to win in
the property investment game. This is
won at the stage you buy and not only
when you sell.
The Unfair Advantage

63. The Unfair Advantage

64. Thank you
For questions please email to:
daniele.g@reigroup.com.my
propertynews@reigroup.com.my