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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How ‘hot’ Chinese money is fuelling our property bubble
Roger Montgomery
February 8, 2017
Lately, we’ve seen an increasing number of media articles about how Chinese ‘investors’ are snapping up our real estate assets – and, in so doing, pushing prices beyond the reach of many Australians. How do they do it? Here’s the answer, direct from the South China Morning Post… continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Investing in 2017 and beyond
Roger Montgomery
December 17, 2016
If you are concerned about your returns, you should brace for an end of the residential construction boom. You should also be very cautious about the excessive prices of high-yielding stocks (those paying dividends that are unlikely to grow), and you should be most enthusiastic about high-quality mid cap and small cap stocks that have been punished recently with share price declines of up to 50%.
continue…by Roger Montgomery Posted in Property.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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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)
