Property
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You better believe it: the property price boom is over
Roger Montgomery
June 22, 2016
After the frenzy comes the fall. With new apartments about to tip into oversupply, lower residential real estate prices could be on the horizon. And we’re not the only ones who think so. New research by UBS points to an end to the strong price growth of recent years. continue…
by Roger Montgomery Posted in Property.
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On Sale?
Roger Montgomery
June 10, 2016
With Auction Turnover declining (thanks no doubt to the election and the fact that the boom in property is over) it’s worth looking at whether there’s a link between the number as a leading indicator and other trends for example in hardware sales (people renovating their shiny new home) and electronic sales.
by Roger Montgomery Posted in Property.
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Another way to make money from property
Roger Montgomery
May 18, 2016
Global returns and interest rates are so low that in Denmark borrowers are finding their mortgage balances are declining, even without making payments, because interest rates are negative. Elsewhere, high-quality companies are trading at eye-watering multiples. In private equity, too much money is chasing too few opportunities, and meanwhile investors are happy to buy property that is yielding barely more than bank interest despite the higher risk profile. continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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Yes, its over! Property prices to fall…
Roger Montgomery
May 16, 2016
If you still aren’t heeding our warnings about property prices the data we are about to share should strike fear into the heart of anyone who has just purchased a property or is geared to the limit in property having suffered a misplaced bout of FOMO (fear of missing out). continue…
by Roger Montgomery Posted in Property.
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REA Group: 3Q16 Result
Roger Montgomery
May 6, 2016
REA Group (ASX: REA) has reported a 20 per cent increase in revenue in the third quarter. We summarise the key points in this blog post.
by Roger Montgomery Posted in Insightful Insights, Property.
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Is the housing market causing trouble for realestate.com?
Scott Shuttleworth
May 2, 2016
Investors could be forgiven for feeling slightly anxious on the back of the news coming out of Australia’s real estate market. continue…
by Scott Shuttleworth Posted in Insightful Insights, Property.
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Apartment price pressure mounting
Stuart Jackson
May 2, 2016
Further to our recent warnings about the risks to residential property prices, additional insight has been provided by the release of March quarter results from Genworth (ASX: GMA). Genworth is the largest (dominant) provider of mortgage insurance in Australia.
by Stuart Jackson Posted in Financial Services, Property.
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Buckle up, it could get bumpy
Roger Montgomery
April 27, 2016
For over a year we have been warning that the property market in Australia might experience a set back. To summarise, the following steps sets out the thesis: continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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The Business – ABC News
Roger Montgomery
April 20, 2016
Sydney property was a star performer in 2015 and a lucrative earner for many real estate agents. But 2016 has turned into a horror year for McGrath Estate Agents. A recent downgrade in its profit forecast for the year saw its shares plunge just four months after listing.
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
by Roger Montgomery Posted in Insightful Insights, Property.
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McGrath’s Problems with its Partners
Stuart Jackson
April 19, 2016
McGrath Estate Agents (ASX: MEA) share price fell over 30 per cent on the back of an announcement that its profits will fall short of the prospectus forecasts in FY16.
The company blamed an “unforeseen low volume of listings and sales” that started to emerge in the latter part of March. Prior to this, the company was performing slightly ahead of the prospectus forecasts. continue…
by Stuart Jackson Posted in Insightful Insights, Property.
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