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Innhold levert av Firstlinks and Morningstar. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Firstlinks and Morningstar eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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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
Innhold levert av Firstlinks and Morningstar. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Firstlinks and Morningstar eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

Artwork
iconDel
 
Manage episode 372206596 series 2944279
Innhold levert av Firstlinks and Morningstar. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Firstlinks and Morningstar eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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