Property
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How soon will another property construction boom emerge?
Roger Montgomery
September 8, 2023
The Australian bureau of statistics’ (ABS) building approvals data paints a sorry picture for the supply of apartments today but also points to a much brighter future. continue…
by Roger Montgomery Posted in Market commentary, Property.
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Navigating the mortgage cliff: why we’re confident it’s more of a steppingstone than a stumble
Roger Montgomery
August 17, 2023
It was comforting to read CoreLogic’s latest update on the state of the property market in August, which also happens to be the peak month for low fixed-rate mortgages rolling off onto much higher variable rates. continue…
by Roger Montgomery Posted in Property.
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How can we ensure affordable housing?
Roger Montgomery
August 1, 2023
As I note below, solving housing affordability won’t be enough with just a massive supply of affordable dwellings rapidly built by state and federal governments. The market for these properties will have to be tightly regulated, and controlled, with continuous maintenance and updates. It’s doable, as is its financing. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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REA Group continues to deliver for long-term investors
Roger Montgomery
May 17, 2023
Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d have been far, far better investing in REA than in the property market that it serves. REA continues to be one of the highest quality businesses on the ASX, and a slightly underwhelming third-quarter trading update has not changed my opinion of the company’s prospects. continue…
by Roger Montgomery Posted in Companies, Property, Stocks We Like.
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Cash-strapped borrowers are hammering the housing sector
Roger Montgomery
March 7, 2023
Rising interest rates are already having a major impact on the Australian housing sector. Dwelling approvals are down, an increasing number of off-the-plan buyers are trying to exit their purchases, and furniture and appliance sales are declining. If you’re looking to invest in companies exposed to housing, I’d suggest it’s a case of buyer beware. continue…
by Roger Montgomery Posted in Market commentary, Property.
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Why paying down your mortgage could be your best investment
Roger Montgomery
February 13, 2023
With interest rates rising, many of you are probably wondering if it would be beneficial to pay more off your mortgage. The good news is that if you have sufficient funds, and you are in a high personal tax bracket, it could be your best investment right now. Let me explain why. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Will house prices drop once fixed rate mortgages mature?
Roger Montgomery
November 16, 2022
In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about? continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
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House prices fall as access to credit gets tighter
Roger Montgomery
September 2, 2022
Investors wondering where property prices might go next need only watch one indicator: access to housing credit. Because, as access to credit tightens, house prices fall. With credit getting harder to access since the end of 2021, it’s small wonder August saw the largest monthly decline in house prices in nearly 40 years. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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More pain to come as the RBA lifts rates again
Roger Montgomery
August 4, 2022
Back in May, Montgomery CEO, David Buckland, said he saw New Zealand as Australia’s ‘canary in the coal mine’. As the Kiwis had raised rates earlier and more frequently than our Reserve Bank, their experience would be a good pointer to what we could expect. If he’s right, we now have the answer: big declines in consumer and business confidence, and falling property prices. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Why mortgage stress could be worse than the RBA thinks
Roger Montgomery
July 28, 2022
The Deputy Governor of the Reserve Bank of Australia (RBA), Michele Bullock, last week offered a cheerful, if not upbeat, interpretation of the circumstances faced by Australian mortgage holders, who are facing the brunt of the RBA’s interest rate rises. For Bullock, and presumably for the RBA, there’s no need to stress. I hope she’s right, but I fear things could get very difficult for a lot of borrowers. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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