Property
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CBD vacancy rates are ballooning
Andreas Lundberg
October 15, 2020
Jones Lang Lasalle (JLL ), one of the world’s largest commercial real estate services companies recently compiled data on CBD office vacancy rates across the major Australian capitals. So, are we seeing the end of the CBD? continue…
by Andreas Lundberg Posted in Property.
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Why landlords are feeling the pinch
Andreas Lundberg
September 22, 2020
The COVID-19 restrictions have certainly altered the balance of power in the housing rental market – particularly in Sydney and Melbourne. New data shows that increased supply and decreased demand have shifted power to the renters, who are finding it far easier to negotiate a new lease on better terms. continue…
by Andreas Lundberg Posted in Property.
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REA Group shows its resilience in tough times
Joseph Kim
August 12, 2020
Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions on real estate transactions, it was a strong performance. And, pleasingly for investors, the company will be paying a dividend. continue…
by Joseph Kim Posted in Companies, Property, Stocks We Like.
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What does fewer migrants mean for property?
Andreas Lundberg
July 27, 2020
The latest economic update from the Federal Treasurer includes an assumption that net overseas migration will plummet as a result of COVID-19 related travel restrictions. Given that overseas migration is a major driver of property prices and construction activity, this will put a dampener on prices and have a major impact on employment. continue…
by Andreas Lundberg Posted in Property.
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Why the HomeBuilder program is terrible public policy
Andreas Lundberg
June 11, 2020
During the GFC, the Federal Government rolled out ‘Building the Education Revolution’ to stimulate the construction sector. The scheme had merit, as it helped to fund schools, which are long-term public assets. The same cannot be said of the recently announced, and seriously flawed, HomeBuilder program. continue…
by Andreas Lundberg Posted in Property.
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Lots of good reasons for house prices to keep on rising
Roger Montgomery
November 18, 2019
Well, what do you know – national house and apartment prices are on a tear again. Although the national median house price is not back to where it was around two years ago, there’s every chance it soon will be. And that’s good news for Australia’s property investors. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Cedar Woods set to benefit from a housing rebound
Roger Montgomery
November 12, 2019
Have house prices and building activity bottomed? It sure seems that way – even if the trend is still negative. And that’s great news for businesses exposed either directly or indirectly to the construction industry. One business set to benefit is WA-based Cedar Woods Properties (ASX:CWP). continue…
by Roger Montgomery Posted in Companies, Property.
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Our latest channel checks suggest a housing construction bounce
Roger Montgomery
November 8, 2019
What a difference a week makes. Only days ago we were prosecuting the argument that residential construction activity would continue to worsen. This was based on significant falls in land sales and building approvals, with building approvals being a leading indicator for construction activity, and land sales being a leading indicator for building approvals. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Three companies exposed to the housing slump
Roger Montgomery
October 28, 2019
Between 2012 and 2016, mortgage lending standards were relaxed fuelling a domestic property investing boom. Together with a surge in offshore buying interest, a property and construction boom led to oversupply and frequent warnings from your author. The oversupply is now hitting the property market at the same time that bank lending standards have been tightened, property prices are falling, quality has been found wanting and building approvals have plunged. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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Australian housing is at an inflection point
Roger Montgomery
September 20, 2019
Despite recent data showing home prices have stopped falling and auction clearance rates are strong, I believe these positive signs are no match for the negative shocks that could soon hit the residential construction sector. The upside is that the any stock market volatility could serve up some tasty investment opportunities among residential building developers and their suppliers. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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