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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
Content provided by Firstlinks and Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Firstlinks and Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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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Chapters

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 episodes

Artwork
iconShare
 
Manage episode 372206596 series 2944279
Content provided by Firstlinks and Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Firstlinks and Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

Chapters

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 episodes

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