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Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023

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Manage episode 372206596 series 2944279
Indhold leveret af Firstlinks and Morningstar. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Firstlinks and Morningstar eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week's episode, we cover the hot topic of real estate. Our special guest is global listed property expert, Andrew Parsons of Resolution Capital, who's turned from sector bear to optimist. As the market marks down the sector, Andrew sees contrarian opportunities opening up, especially in retail property. Meanwhile, Firstlinks' Graham Hand discusses residential property and why he believes owning a home beats super in retirement. Lastly, Peter Warnes looks at why interest rates in Australia won’t be cut for some time and what areas that could impact over the next 12 months.

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Kapitler

1. Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023 (00:00:00)

2. Graham Hand on home ownership vs super (00:01:45)

3. Peter Warnes on interest rate outlook (00:19:07)

4. Andrew Parsons - contrarian opportunities in property stocks (00:30:45)

23 episoder

Artwork
iconDel
 
Manage episode 372206596 series 2944279
Indhold leveret af Firstlinks and Morningstar. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Firstlinks and Morningstar eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week's episode, we cover the hot topic of real estate. Our special guest is global listed property expert, Andrew Parsons of Resolution Capital, who's turned from sector bear to optimist. As the market marks down the sector, Andrew sees contrarian opportunities opening up, especially in retail property. Meanwhile, Firstlinks' Graham Hand discusses residential property and why he believes owning a home beats super in retirement. Lastly, Peter Warnes looks at why interest rates in Australia won’t be cut for some time and what areas that could impact over the next 12 months.

  continue reading

Kapitler

1. Commercial property opportunities, interest rate outlook, home ownership vs super | 26 Jul 2023 (00:00:00)

2. Graham Hand on home ownership vs super (00:01:45)

3. Peter Warnes on interest rate outlook (00:19:07)

4. Andrew Parsons - contrarian opportunities in property stocks (00:30:45)

23 episoder

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