Property
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A perfect storm is about to hit the property market
Roger Montgomery
November 18, 2016
When real estate agents start warning you that property prices are too high, it’s time to pay attention. And that’s just what’s happened in the past week. It confirms my strong belief that the market is overheated – particularly new apartments. For many property investors, it will all end in tears. continue…
by Roger Montgomery Posted in Property.
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I am calling a short sell on Australian residential apartments
Roger Montgomery
November 4, 2016
If you wait for the swallow to sing, spring will already be over. In other words, waiting for the data to prove a trend has changed may be more expensive than you’d like. And while there is plenty of mounting data to suggest that property prices are heading for a big fall, there are also less obvious signals. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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More signals that the property market may have peaked
Roger Montgomery
October 28, 2016
As we have written before, signals are everywhere. Pay attention to them, and you won’t need to wait for data to confirm that a trend has changed. Which brings us to the latest signals from our property market. continue…
by Roger Montgomery Posted in Property.
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Soaring crane numbers tell the story of our apartment boom
Roger Montgomery
October 25, 2016
Have you noticed how many cranes are piercing the skyline? Rider Levett Bucknall’s Crane Index reports there are now 663 cranes across Australia’s capital cities – mostly involved in home building. continue…
by Roger Montgomery Posted in Property.
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Updating Realestate
Roger Montgomery
October 17, 2016
Realestate.com (REA:ASX) is the kind of business we like. It’s a price maker, not a price taker. We believe it will continue to perform well as the property market matures. continue…
by Roger Montgomery Posted in Companies, Property.
TaggedREA Group (REA)- 5 Comments
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POSTED IN Companies, PropertyTaggedREA Group (REA)
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Japan’s economy continues to struggle
David Buckland
October 4, 2016
While Australia’s real estate market continues to rise, in Japan the opposite is happening. Over there, an ageing population, stagnating wages and negative interest rates are being blamed for a savage slump in the volume of home sales. continue…
by David Buckland Posted in Property.
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Apartments to collapse in six weeks. Really?
Roger Montgomery
September 13, 2016
We don’t believe anyone can be so precise about the market prices for any asset class. continue…
by Roger Montgomery Posted in Property.
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Through my telescope, I see a property bubble forming
Roger Montgomery
September 1, 2016
Another week, another set of entertaining quotes from the auction rooms as a fresh wave of investors bids over the reserve for a piece of Sydney real estate. Oh, yes, you gotta love asset bubbles. They produce quotes that, when told on the other side of the crash, seem so ridiculous they’re unbelievable. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 25 Comments
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Don’t bet on rates staying lower for longer
Roger Montgomery
August 10, 2016
Australians are getting used to super-low interest rates, and eye-watering loan amounts, particularly for property purchases. Along the way, the household debt burden as a percentage of disposable income has ballooned out from 170% to 185% since 2008. This is nosebleed territory. Is it time to be concerned? We think so. continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Property.
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Stand by for a big correction in apartment prices
Roger Montgomery
August 4, 2016
Are you worried about housing affordability? Anxious that your kids can’t even get onto the property ladder, never mind climb it? Well, an oversupply of apartments, plus an increasing number of failed settlements, means all that is about to change. Cheaper apartments are on the way. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 30 Comments
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