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Global property and the next big thing

August 19
38 mins

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Episode Description

When Australians think property, they tend to think domestic housing, but the listed property market includes sectors well beyond the classic three bedroom home. With healthy yields and growth on offer, there’s a lot for investors to like – but don’t get caught in the hype for every hot sector.

Resolution Capital portfolio manager Marco Colantonio joins the podcast to discuss:

  • Whether the return to office push has run its course, and whether valuations reflect the fall in occupancy
  • Why data centres may not live up to the hype
  • How the development cycle affects valuations and can take years to play out, and
  • The opportunity presented by the blowout in construction costs.

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