October 2026
30-Year Investor: What everyone gets wrong about the property cycle
Resolution Capital’s Andrew Parsons joins James Marlay to breakdown the state of the property cycle and where the strongest structural demand is being identified.
Andrew, Chief Investment Officer of Resolution Capital and a 30-year real estate investing veteran, has successfully navigated multiple market cycles. And while his expertise is in global listed real estate investment trusts (REITs), he says that experience positions him well to comment on the acute challenges facing broader residential property.
Inflated land values, high labour and materials costs, and higher hurdle rates have all but crushed the economics for delivering new housing supply, and there’s no easy solution.
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