The John Kenel Show

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

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.

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

Chapters

If you’re building, investing, or just trying to protect your savings, this one’s for you.

Follow John on TikTok, YouTube, LinkedIn, Instagram  @johnkenel

Disclaimer: This conversation is for education only and is not financial advice.

In this mini podcast episode — just 5 minutes — I chat through what’s really going on in the market right now and why I reckon this could be the perfect time for property developers to get moving.

We’ll look at what’s shifting, what it means, and how smart developers can make the most of it. I’ll share a few strategies, a couple of things to watch out for, and hopefully give you a bit of clarity if you’re thinking about your next move. Whether you’ve done a few projects or you’re just starting to look into development, there’s something in here for you.

If you're feeling stuck, uncertain, or just plain frustrated with where the property market’s heading — this episode will shake you awake.

In this action-packed episode of The Property Development Club Podcast, John and Andrew dive deep into:

Whether house prices are actually affordable or it’s all smoke and mirrors

Why youth unemployment is sitting at a shocking 18% in Auckland

The rise of robots like "Flippy" and what it means for young workers

The return of investors and where they're quietly buying

John Key's call to slash rates by 100 basis points — and why John agrees

Council rates, rising power prices, and why inflation is out of your control

Bitcoin vs Property: Would you sell your family home for crypto?

Why NZ must attract global wealth instead of pushing it away

What’s holding back construction — and what could get it moving again

It’s blunt, insightful, and full of sharp takes you won’t hear anywhere else. Whether you're a first-home buyer, investor, or just watching from the sidelines — this episode is your cheat sheet for what’s really going on.

Watch the full podcast video on my YouTube channel:

https://www.youtube.com/@JohnKenel

👉 Ready to learn property development from someone who’s built over 1,000 homes? Visit www.thepropertydevelopmentclub.com for access to John's 17-step course and start today.

Global politics aren’t just headlines—they’re shaping the cost of living, the price of oil, and even what your house is worth.

In this episode, I connect the dots between wars in Europe, US debt and politics, and why oil could hit $150 a barrel.

You’ll learn how these global forces flow through to New Zealand—driving building costs, inflation, rents, and ultimately the value of your property.

I’ll also share thoughts on gold, shares, and where opportunities might lie in an uncertain world.

This is not financial advice—everyone’s situation is different, so please speak to a professional financial adviser before making any investment decisions.

NZ Property 2025: Rising Costs, Stalled Growth…

But the Smart Move is Starting Now while headlines focus on falling prices and oversupply, because the real shift is already underway.

In this video, John Kenel and Andrew Crosby expose the truth about NZ property development in 2025 — rising infrastructure costs, council dysfunction, rental pressure, and why this could be the most important buying window we’ve seen in years.

This isn’t hype — it’s pattern recognition. And those who get ahead now will be positioned for the next wave.

🏗️ What You’ll Learn:

• Why development costs are rising even as build prices ease

• The 64% spike in fibre + power connection fees — and what it signals

• Why rental stock is stacking up (and what to do if you're an investor)

• Tourism, migration, and why NZ is still “undervalued” globally

• OCR forecast impact — and why the recovery may be closer than you think

• Why now is the time to landbank, renovate, or negotiate distressed stock

• The coming risks of vilifying landlords & the future of build-to-rent

🔥 For Developers, Builders & Investors Who Actually Want to Get Ahead This isn’t for spectators. If you’re serious about building wealth in this market — now’s the time to move while everyone else is sitting still.

👉 Subscribe for real talk on:

• NZ housing cycle shifts

• OCR & rate forecast breakdowns

• On-the-ground developer insights

• Property investment strategy that works in 2025

🔔 Tap Subscribe and turn on notifications — no fluff, no sales pitch, just sharp strategy.

🛠️ NZ property is shifting under the surface. Are you watching… or waiting?

#johnkenel #assuredproperty #NZProperty2025 #RealEstateNZ #PropertyInvestmentNZ #CouncilCosts #BuildToRent #Landbanking #OCRForecast #HousingMarketNZ #PropertyStrategy #InvestSmartNZ #InfrastructureCrisis #MarketCycleNZ

On this episode of The Building Pulse Podcast, host Tim Haycock  sits down with seasoned developer John Kenel to explore one of the biggest questions in the housing market today:

With over 1,000 homes built and 20+ years navigating the trenches of property development, John shares what’s changed, what’s broken, and why navigating red tape has become a developer’s biggest risk.

In Part 1, they cover:

How New Zealand’s consenting process has evolved—and not always for the better

The disconnect between local councils and central government

The cultural shift in how Kiwis see landlords and developers

Why innovation might not be optional anymore

Whether you’re in development, investing, or just trying to make sense of the housing crisis—this episode brings the perspective of someone who’s seen the full cycle, and still believes New Zealand can build its way forward.

👉 Stay tuned for Part 2—where John dives deeper into solutions, strategies, and what it’ll take to fix the system.

This week I cover everything from Trump’s tariff chaos to the Reserve Bank’s drip-feed rate cuts—and why both are killing confidence.

I break down what’s really happening in the NZ housing market, with the latest stats from REINZ, and share my take on the government's granny flat policy. Sounds good on paper… but is it another regulation trap?

Plus, I give a behind-the-scenes update on my Moore Street project, explain why I’ve stopped developing in Hamilton, and preview my live appearance on Radio New Zealand tomorrow at 9am.

If you care about housing, development, or just want the straight talk—this episode’s for you.