Property

As you may know by now, we do not believe there is a bubble in stocks or property. We do believe one will form before the next correction. Type ‘bubble’ into the search bar or click here to read our recent observations. continue…

by Roger Montgomery Posted in Market Valuation, Property.

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I have previously suggested that a very large correction in property prices could occur if the generation of baby boomers, whose wealth is broadly stored in real estate, were required to sell in order to fund their retirement and healthcare expenses.

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by Roger Montgomery Posted in Insightful Insights, Property.

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Should ASIC investigate the trading of shares in Leighton Holdings Limited (ASX: LEI) in the days leading up to this week’s takeover announcement? continue…

by Roger Montgomery Posted in Companies, Property.

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In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.

by Roger Montgomery Posted in Companies, On the Internet, Property.

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There’s a very genteel debate going on over at Fairfax – and for once it’s not about what to do with the legacy business.

This time it’s about the relevance of those house auction clearance rates you see being reported and used to reflect the hype (or otherwise) in the property market at the weekend. And what else do we find? Well surprise, surprise, we discover real estate agents are salesmen not actuaries. continue…

by Roger Montgomery Posted in Insightful Insights, Property.

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The Australian residential property market has had a spring in its step recently. Auction clearance rates have been healthy, and rising prices have prompted media commentary on the possibility of an emerging housing “bubble”.

I’m no property expert, and so it may be wise to avoid putting an oar in on this debate, but let’s put wisdom aside for a moment and think about whether the application of value investing principles can add anything to a discussion on house prices. continue…

by Tim Kelley Posted in Property.

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In this interview with Ticky Fullerton on ABC’s The Business, Roger talks about whether he’s enthusiastic about the property market in Australia – and whether value investors should be.

by Roger Montgomery Posted in Insightful Insights, Property.

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It was interesting to read in yesterday’s Australian Financial Review that auction clearance rates surged past 70% at the weekend. There’s almost an air of desperation at some auctions. The fear of missing out is a much greater influence on investor behaviour than the fear of loss.
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by Roger Montgomery Posted in Insightful Insights, Property.

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Enjoy the next in our 2013 exclusive subscriber-only Whitepaper series.

by Roger Montgomery Posted in Property, Whitepapers.

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Question to the world’s biggest property developer:  Is there a bubble [In China]?

Answer:  Yes of course.

Watch this video broadcast by CBS last week.

Watch here.

by Roger Montgomery Posted in Insightful Insights, Property.

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