Dr. Daniele Gambero's presentation slide for iProperty.com (MY) EXPO at KSL Johor, June 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
Malaysian Economy After GE13,
Impact on the Malaysian Property Market Q2 and Q3 Outlook
The New Property Investment Mantra and Iskandar
“Connecting the dots between global economy …. and property purchasing decisions”
May 31st
– June 2nd
, 2013

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: Iskandar and new hot spots

5. US Economy 2013 performance

6. US Economy 2013 performance

7. US Economy 2013 performance

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

9. The consumer confidence index was started in 1967 and
benchmarked in 1985 = 100
US Economy 2013 performance

10. August 2011
US Economy 2013 performance

11. 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

12. US Economy status for 2012 and outlook 2013
?

13. 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: Iskandar and new hot spots

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

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

19. EUROPEAN Economy status for 2012 and outlook 2013

20. 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: Iskandar and new hot spots

21. Malaysian Economic and Property Market Performance:
2013 Outlook

22. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

23. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

24. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

25. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

26. 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)

27. 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

28. MALAYSIA’S ECONOMIC PERFORMANCE 2012 and outlook 2013

29. 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

30. MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013

31. MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013

32. MALAYSIA’S ECONOMIC PERFORMANCE 2011-2013

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: Iskandar and new hot spots

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

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

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

37. 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: Iskandar and new hot spots

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

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

40. 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%)

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

42. Malaysian Property Market

43. 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: Iskandar and new hot spots

44. MALAYSIA’S PROPERTY MARKET ASSESSMENT

45. MALAYSIA’S PROPERTY MARKET ASSESSMENT

46. MALAYSIA’S PROPERTY MARKET ASSESSMENT
DIJAYA @ CANAL CITY SHAH ALAM
RESIDENTIAL & COMMERCIAL

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

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

49. MALAYSIA’S PROPERTY MARKET ASSESSMENT

50. - 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.
Malaysian Property Market – 2013 Outlook
Iskandar

51. MALAYSIA’S PROPERTY MARKET ASSESSMENT

52. MALAYSIA’S PROPERTY MARKET ASSESSMENT

53. Malaysian Property Market – 2013 Outlook
Iskandar

54. Malaysian Property Market – 2013 Outlook
Iskandar

55. Malaysian Property Market – 2013 Outlook
Iskandar

56. Malaysian Property Market – 2013 Outlook
Iskandar

57. Malaysian Property Market – 2013 Outlook
Iskandar

58. Malaysian Property Market – 2013 Outlook
Iskandar inspired the new “Property Mantra”
The past: ……. Location, Location, Location
The future: …….
A strategically
Sustainable
Location

59. The Unfair Advantage

60. 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

61. 3 Key Success Factors for having3 Key Success Factors for having
anan UNFAIR advantageUNFAIR advantage

62. The Unfair Advantage

63. The Unfair Advantage

64. The Unfair Advantage

65. The Unfair Advantage

66. The Unfair Advantage
- When: June 22When: June 22ndnd
, 2013 in Kuala Lumpur, 2013 in Kuala Lumpur
““Gambero Property Market Intelligence Program”Gambero Property Market Intelligence Program”
4 Sessions in one year – 1 Session each Quarter4 Sessions in one year – 1 Session each Quarter
- When: July 13When: July 13thth
, 2013 in Singapore/JB, 2013 in Singapore/JB

67. Official Price: RM1,180 per session
RM4,720 per 4 sessions
ONLY FOR TODAY AND TOMORROW
@ iProperty Expo
RM880 per session
+
RM700 voucher for MIG membership (pay only RM180)
+
Free Dr. Daniele Gambero upcoming book
OR
RM880 x 4 = RM3,520
RM2,640 per 4 sessions

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