Property
-
Housing credit is tight – and could get even tighter
Andreas Lundberg
January 23, 2019
The latest credit data paints a gloomy picture for the housing market. Over the past year or so, we’ve seen new finance commitments trend down for owner occupiers and investors, and a very significant increase in loan rejections. Credit could get even tighter once the Royal Commission into financial services hands down its recommendations. continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
- 3 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
Falling house prices mean tough times for retailers
Roger Montgomery
December 14, 2018
Over the last two years, I’ve been warning that the housing price and residential construction boom would end, leaving a bit of a mess. The big question now is not whether house prices will fall further. It is which other sectors will be impacted, and to what extent? continue…
by Roger Montgomery Posted in Consumer discretionary, Property.
-
Falling property market could squeeze State budgets
Andreas Lundberg
November 27, 2018
While Australia’s declining housing market is good news for first-time home buyers, it’s bad news for the economy. One big concern is what’s called the reverse wealth effect. Another is the adverse impact that a falling market could have on state budgets which could in turn have an impact on infrastructure spending. continue…
by Andreas Lundberg Posted in Property.
- save this article
- POSTED IN Property
-
Where to next for residential property?
Tim Kelley
October 10, 2018
If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. continue…
by Tim Kelley Posted in Editor's Pick, Property.
- 3 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
Just how far will property prices fall?
Roger Montgomery
October 9, 2018
For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 1 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
How well do you know your mortgage?
Andreas Lundberg
September 19, 2018
The very well-respected bank team at UBS published a very interesting piece of research today that we believe is well worth taking a look at. The team performs an annual survey of Australians who have taken out a mortgage during the previous 12 months. The survey covers 1008 individuals and is spread both geographically and in loan size, so the findings are statistically significant for the overall population. They have published quite a few different reports looking at the data from different angles, but today’s version is very interesting for the insights it gives into the financial literacy of Australians. continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services, Property.
-
Retailers could soon feel the heat from a cooling property market
Roger Montgomery
August 28, 2018
Recent reporting season results tell a story of falling property prices and rising indebtedness. This is starting to hurt property speculators, lenders and builders, and could soon impact many retailers due to the negative ‘wealth effect’ on consumer sentiment. continue…
by Roger Montgomery Posted in Companies, Property.
- 3 Comments
- save this article
- POSTED IN Companies, Property
-
The housing boom ends, signaling financial turbulence ahead
Roger Montgomery
August 21, 2018
Australian property prices are falling at their fastest rate for five years, thus putting a definitive end to the debt-fueled housing boom. My concern is that this reversal has only just begun. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 10 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
Despite falling prices, Aussie property is still expensive
Andreas Lundberg
August 15, 2018
If you’ve seen recent headlines about falling property prices, you might form the impression that housing is on the verge of becoming affordable, and that owning a home is again a realistic goal for young people. But the latest data shows that the price falls in most capital cities have been modest at best. continue…
by Andreas Lundberg Posted in Property.
- 6 Comments
- save this article
- POSTED IN Property
-
Diving a bit deeper into the Australian property market
Tim Kelley
August 3, 2018
One of the significant issues currently facing investors in the Australian equity market is the possible trajectory of the residential property market. With property prices having risen to historic highs and household balance sheets having expanded sharply to keep up, the expression ‘primed’ is one that springs to mind. continue…
by Tim Kelley Posted in Editor's Pick, Property.
- 13 Comments
- save this article
- POSTED IN Editor's Pick, Property
