Talking Property Development with John Kenel

Gold & Silver Boom: What's Actually Happening?

I've been a hard asset guy for 30 years, property, productive businesses, real stuff you can't print. Over the last few years, I've been telling anyone who'd listen to look at gold and silver. Now everyone's paying attention.
 
Gold's up 70% this year, silver's up 150%. That's on top of strong gains last year. Something's definitely happening, but is it hype or something real?
 
In this video, I break down what's actually driving these moves, plus, the smart way to get exposure without going crazy or falling for tinfoil hat stories.
 
Stay calm, have a plan, and own real things. That's the game. Sign up to my FREE weekly newsletter to improve your finances: https://newsletter.thepropertydevelopmentclub.com/yt Free guide to wills, trusts & passing down your wealth properly: https://wealth.thepropertydevelopmentclub.com/ Learn how to become a profitable developer in New Zealand at https://thepropertydevelopmentclub.com

2026 NZ Economic Predictions: Stop Waiting For A Crash

If you're waiting for house prices to crash or interest rates to fall further, you might have already missed the boat. While everyone was waiting for perfect conditions, something big quietly happened in New Zealand that most people didn't even notice.
 
I've been through three decades of property cycles, and it's always the same story. The best opportunities show up when things still feel uncomfortable.
 
In this video, I break down what actually shifted in 2025, what I'm seeing right now, and how I think things play out from here. Plus, a hard lesson I learned about putting all your eggs in one basket.
 
The smart money has quietly started moving.
 
Free guide to wills, trusts & passing down your wealth properly: https://wealth.thepropertydevelopmentclub.com/
 
Sign up to my FREE weekly newsletter to improve your finances: https://newsletter.thepropertydevelopmentclub.com/yt
 
Learn how to become a profitable developer in New Zealand at https://thepropertydevelopmentclub.com 

NZ's $1.6Trillion Wealth Transfer: What You Need To Know

Free guide to wills, trusts & passing down your wealth properly: https://wealth.thepropertydevelopmentclub.com/ Sign up to my FREE weekly newsletter to improve your finances: https://newsletter.thepropertydevelopmentclub.com/yt

NZ Housing Oversupply, Gold Surging & Whats Happening To Developers? with Andrew Crosby

Final Property Development Club podcast for 2025! Andrew Crosby joins me to wrap up the year and look ahead to what's coming.
 
We dive deep into the government's new development levies system - how it'll replace development contributions and what it means for developers. Plus, economist Cameron Bagrie's bombshell claim that we're actually overbuilding in New Zealand right now (34,000 consents vs 20,000 homes needed).
 
Andrew shares his LinkedIn poll results, we cover contractor availability, the two-tier market, and why some suburbs are up 10%+ while townhouses struggle.
 
Also: Goldman Sachs predicting gold at $5,000, rates caps for councils, and why everything might actually get fixed in 2026.

My 2026 House Price Predictions: The Good, Bad & What to Watch

I've been investing in property since 1997 and developing since the early 2000s. I've seen every boom and bust. Here's my take on where house prices are heading in 2026.
 
I break down the three key drivers: interest rates, immigration, and confidence, plus what could derail things.
 
Learn the 17-step development process in 42 short videos with The Property Development Club: https://thepropertydevelopmentclub.com

New Zealanders Will Own Nothing… Unless You Do This One Thing

People joke Gen Z will own nothing and be happy. They won’t be happy. If we keep tilting rules toward big corporate landlords, ownership concentrates and everyone else rents.
 
I’ve built more than 1,000 homes in NZ. Most were made possible by private investors backing real projects. That’s how we actually add supply.
 
In this video: why private landlords matter, what build-to-rent does and doesn’t solve, how student debt and low wages delay deposits, and what policies and practical steps would put Gen Z back on the ownership path.
 
Learn the 17-step development process in 42 short videos with The Property Development Club: https://thepropertydevelopmentclub.com

NZ Property Market Update: What We're Seeing Heading Into 2026

Queenstown’s on a different planet: $30m sales, talk of $100m builds, and a wave of $5m+ buyers.
 
Meanwhile in Auckland you can still find new townhouses around $599k.
First-home buyers are 27% of the market.
The NZD sits near 0.56 USD, 0.86 AUD, 0.45 CHF.
Consents are up, concrete pours are still down.
And Auckland’s MDRS flip has blindsided projects.
 
We cover Queenstown’s ultra-lux market, FHB momentum, investor sentiment, rents easing 3% to $628, Waikato vs Waipa prices, and whether apartments and leasehold stack up. Plus the council red tape that kills confidence.
 
Learn the 17-step development process in 42 short videos with The Property Development Club: https://thepropertydevelopmentclub.com
 
Education only, not financial advice. #johnkenel #assuredproperty

Labour’s new CGT will raise rents & jam up the market

If Labour’s CGT lands, rental supply falls, rents rise, and redevelopment grinds to a halt, here’s what to do.
John Kenel’s take on Labour’s proposed Capital Gains Tax. No fluff. Practical consequences for landlords, developers and investors.
What I cover:
• Why Treasury modelling points to roughly a 5% immediate rent rise.
• How targeting property only will shrink rental supply and clog redevelopment.
• Small business and home-office carveouts that may be lost.
• Why local trades and councils lose out when capital leaves for offshore shares.
• Practical steps: re-run feasibilities, check ownership, consider timing and restructuring.
Learn more at thepropertydevelopmentclub.com.
Subscribe for developer-grade insights, not fluff.
#johnkenel #assuredproperty #capitalgainstax #propertydevelopment #nzproperty #housing #developers

Less Red Tape, More Homes - MP Tama Potaka on Housing and Infrastructure

Builders, investors, and council-watchers: Hon. Tama Potaka, associate Minister for Housing joins John Kenel to tackle housing bottlenecks, consents, infrastructure funding, council (in)efficiency, emergency housing, and the granny-flats policy. They also unpack GST sharing ideas, water entities, and why certainty matters for development.
Education only, not financial advice.

NZ Safe Haven? $5m Visa, Immigration, AI & Sound Money — with Darcy Ungaro

Is New Zealand really a safe haven for anxious millionaires—or just political window dressing? In this wide-ranging chat, John Kenel (21 years, 1,000+ homes built) and Darcy dig into:
• NZ’s “Active Investor Plus” $5m visa, why demand may be limited, and a fairness take on foreign-buyer levies• Cost-of-living angle: using a levy to fund GST-off-food• Immigration settings vs “tax the rich” politics, and Australia’s Division 296 super tax• What “rich” even means now (and why $2–3m is just middle class housing)• De-globalisation and tariffs, then AI as a deflation engine for small business• Gold + Bitcoin as “sound money” and a hedge against money printing
Chapters00:00 Intro01:18 NZ as a safe haven, $5m visa, foreign-buyer levy, GST on food12:23 Immigration settings, Division 296, “what is rich?”24:21 Tariffs & de-globalisation → AI deflation → Gold & Bitcoin38:39 Where to find John + course
If you’re building, investing, or just trying to protect your savings, this one’s for you.
Follow John on TikTok, YouTube, LinkedIn, Instagram  @johnkenelCheck out John’s Property Development Club course to learn step-by-step residential development.
Disclaimer: This conversation is for education only and is not financial advice.