Property
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For the love of real estate
Roger Montgomery
February 8, 2016
Australia has a love affair with property the likes of which the rest of the world may not fully appreciate. The 18th top-ranked site in Australia is realestate.com.au, pipped only by sites operated by global powerhouses such as Google, Twitter, Ebay and Facebook. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Property.
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Real Estate – all singing all dancing
Roger Montgomery
February 5, 2016
REA Group (ASX: REA) has just released their first half results for the 2016 financial year.
by Roger Montgomery Posted in Insightful Insights, Property.
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What to expect from REA Group?
Scott Shuttleworth
October 22, 2015
Yesterday we attended Citi Group’s ‘Fireside discussion’ with Tracey Fellows, CEO of REA Group Limited (ASX: REA).
Below we share a few noteworthy points from the conversation. continue…
by Scott Shuttleworth Posted in Companies, Property.
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REA-lly good prospects
Scott Shuttleworth
August 14, 2015
Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.
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Pop
Russell Muldoon
August 13, 2015
Do we have a property bubble in Australia? It’s a topic that has numerous sides to the debate; from supply, demand, debt levels and affordability. However, perhaps the best view of the state of Australia’s property market has rather silently and with little fanfare come straight from the prudential regulator of the Australian financial services industry. continue…
by Russell Muldoon Posted in Insightful Insights, Property.
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Will the non-major banks follow the big boys in lifting rates?
Stuart Jackson
August 6, 2015
The Reserve Bank of Australia released its June credit data last week. The data continued to show strong growth in investment mortgages, with outstanding loans increasing 10.7 per cent on the same time last year. This remains above APRA’s targeted ceiling growth rate of 10 per cent and represents a slight acceleration in the rate of growth relative to the May data. continue…
by Stuart Jackson Posted in Financial Services, Insightful Insights, Property.
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Value in REA-lty
Scott Shuttleworth
July 29, 2015
There’s no doubt that REA Group Limited (ASX: REA) has been an excellent performer in terms of share price over the past decade, it’s up over 2,600 per cent. We now ask, with questions arising about a potential housing bubble and maybe even a looming burst just around the corner, will REA be able to maintain this?
The answer may surprise you. continue…
by Scott Shuttleworth Posted in Insightful Insights, Property.
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Will APRA remove some of the fuel from the housing fire?
Stuart Jackson
June 30, 2015
The Reserve Bank of Australia recently released private sector credit data which showed another month of strong growth. The RBA has raised concerns regarding the rate of growth in lending on speculative assets, and housing in particular, for some time. Glenn Stevens stated recently that he views some developments in the Sydney property market as “crazy” and “acutely concerning”. continue…
by Stuart Jackson Posted in Insightful Insights, Property.
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Community Service Announcement for Sydneysiders
Ben MacNevin
June 16, 2015
After a comprehensive review of Australia’s infrastructure projects, there is one thing that is very clear. Sydneysiders must brace for significant disruption. continue…
by Ben MacNevin Posted in Insightful Insights, Property.
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Leverage
Tim Kelley
May 19, 2015
Interesting to see the comments this week from ASIC chairman Greg Medcraft in relation to house prices, and the swift rebuttal from the Housing Industry Association (HIA). For those who came in late, the HIA position seems to be that there is currently no cause for alarm, although we could be in shaky territory in 12 months’ time if recent growth rates continue. ASIC, which presumably has no vested interest in continuing strong house prices, seems to be concerned that we may already be in bubble territory.
by Tim Kelley Posted in Insightful Insights, Property.
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