Property
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Why residential real estate is a poor investment right now
Roger Montgomery
May 2, 2017
Have you ever wondered why Australia has no listed residential REITs (real estate investment trusts)? The simple answer is that they would offer poor returns. And, these days, the returns would be worse than ever. But the good news for would-be buyers is that the property price bubble could be about to end. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Do our pollies have a vested interest in keeping the property bubble inflating?
Andreas Lundberg
April 21, 2017
In the last month or so, we’ve seen a big surge in news articles and commentary about Sydney and Melbourne’s housing bubbles. But to the consternation of many people, there has been a reluctance by our politicians to introduce meaningful reforms. Could the reason be that they are among the nation’s most aggressive property investors? continue…
by Andreas Lundberg Posted in Property.
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We could be wrong about the property bubble (but we don’t think we are)
Roger Montgomery
April 6, 2017
There’s an unfortunate trait amongst the broader population of investors that a rising price reaffirms their investment thesis. Take, for example, ever-rising house prices. continue…
by Roger Montgomery Posted in Property.
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Is foreign money laundering boosting Aussie property prices?
Andreas Lundberg
April 6, 2017
Another cause of our overheated property market has come to light in a recent report by Transparency International (the global anti-corruption watchdog). Based on their findings, it appears that money laundering by foreign ‘investors’ is at least partly to blame. continue…
by Andreas Lundberg Posted in Property.
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Brisbane Apartments are Ground Zero
Roger Montgomery
March 23, 2017
We’ve been harping on about it for some time (and generating quite a stir among some of you!) but a comment here at the blog today from an individual in the industry is worth highlighting. continue…
by Roger Montgomery Posted in Property.
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Are we “wrong” on property?
Roger Montgomery
March 21, 2017
Before we begin, thank you all sincerely for your engaging comments and your feedback here on the blog. And the thanks even extend to those whose disagreement is so vitriolic that their comments cannot be published. Fortunately, as investors we are used to disagreement; every time we buy a share, the seller has the completely opposite view. So, keep the comments coming – we may not publish your expletives but we always enjoy the process of investigating and understanding the divergent views. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Hold on tight: the great property sell-off has begun
Roger Montgomery
March 17, 2017
The much derided prediction of a sell-off in Australian property prices has finally started. Prices in some cities are starting to fall. Rental yields are becoming unsustainably low. And many property buyers are now at the point of ‘no return’ (yes, the pun is intended). continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Three scenarios that could trigger a fall in house prices
Roger Montgomery
March 13, 2017
As we’ve regularly noted in our blogs, we believe the residential property market, particularly in the major cities, is overheated and due for a correction. And it’s not just rising debt levels that have us concerned. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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The Australian apartment market – will the luck run out?
David Buckland
March 9, 2017
An article by Duncan Hughes in today’s Australian Financial Review entitled “Off the plan apartments prone to 30 per cent falls” discusses the need for buyer caution. continue…
by David Buckland Posted in Property.
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Genworth’s profit slide is a signal of more housing pain to come
Roger Montgomery
February 9, 2017
Mortgage insurer Genworth (GMA:ASX) this week reported a 10.9% drop in net profit on the back of a 21% jump in bad loans. The company also warned of an apartment glut and lower prices. Meanwhile, financial counsellors are reporting rising calls from people suffering mortgage stress. Are these worrying signs? We think so. continue…
by Roger Montgomery Posted in Property.
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