Search Results for: 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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ASX presentation
Roger Montgomery
June 18, 2016
In this ASX presentation Roger Montgomery discusses the property market and consequences for realestate.com.au. Listen here.
by Roger Montgomery Posted in Radio.
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Not All Mortgages Are Created Equal – Part 2
Stuart Jackson
June 14, 2016
My last post looked beyond the superficial assessment of each bank’s exposure to a deterioration in mortgage book asset quality on the back of any turn in the residential property cycle. In this post, we look at the difference in geographic exposure. Continue…
by Stuart Jackson Posted in Financial Services.
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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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Valuation on a spectrum
Scott Shuttleworth
June 8, 2016
Several weeks ago I posted some musings on how to estimate the cost of equity when valuing a firm via a discounted cash flow model. Of course, there was no perfect answer, but via analysis from a few different angles, we can usually come out with a reasonably good estimate. Continue…
by Scott Shuttleworth Posted in Editor's Pick, Investing Education.
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Aus Banks – Not all Mortgage Exposures are Created Equal
Stuart Jackson
June 7, 2016
There has been a lot of discussion of late about the current state of the residential property market and the potential for a correction, or even a collapse, in residential property prices. Continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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Cash’s hidden value: it’s an option over every asset class
Roger Montgomery
June 1, 2016
What’s going on … is there nothing to discuss? We recently held our shortest investment committee meeting. I timed it. It went for 22 minutes. What gives? Continue…
by Roger Montgomery Posted in Investing Education, Market Valuation.
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The Business – ABC News
Roger Montgomery
May 25, 2016
Glenn Stevens says taking the plunge into highly geared property may not be a great strategy. His warning comes as a new report predicts a 10 per cent fall for Australian house prices within four years. Roger Montgomery joined Ticky Fullerton in the ABC Studio last night.
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.
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ABC – The Business
Roger Montgomery
May 24, 2016
In this interview with Ticky Fullerton, Roger discusses property after a new report predicts a 10% fall for Australian house prices within four years.
by Roger Montgomery Posted in TV Appearances.
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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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Roger Montgomery sees apartment oversupply sending property prices south
Roger Montgomery
May 16, 2016
Jessica Sier writes an article about the spike of house constructions and if this will cause a property market collapse. Read here.
by Roger Montgomery Posted in In the Press.
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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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Another way to make money from property
Roger Montgomery
May 14, 2016
In this column published in The Australian, Roger discusses the Australian property market and REA Group. Read here.
by Roger Montgomery Posted in In the Press.
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Interest rates down, so where best to put your money?
Roger Montgomery
May 11, 2016
It was great to be back in the ABC studio with Tony Delroy last night. We discussed interest rate cuts, property and the stock market. What risks are ahead for our economy?
Listen to the ABC Nightlife podcast here.
You can listen to all of the team’s radio interviews through browsing our media library, view more clips here.
by Roger Montgomery Posted in Insightful Insights.
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Low interest rates
Roger Montgomery
May 10, 2016
In this Nightlife podcast Tony is joined in the studio by investment expert Roger Montgomery to tell us whether it is Property or the Stock Market. Listen here.
by Roger Montgomery Posted in Radio.
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Stocks We Like – One growth stock for the watch list
Roger Montgomery
May 5, 2016
With a market capitalisation of $1.3bn, Invocare (IVC) has quietly become the number one operator of funeral homes, crematoria and cemeteries in Australia, New Zealand and Singapore, with 250 funeral locations and 14 cemeteries and crematoria. The company commands 34 per cent of the Australia/New Zealand market and 10 per cent in Singapore. Continue…
by Roger Montgomery Posted in Insightful Insights, Stocks We Like.
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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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China’s steel production jumps 10 million tonnes
David Buckland
April 27, 2016
According to the World Steel Association, global production for the March Quarter 2016 was 385.7 million tonnes, down 3.6 per cent year on year from 400.3 million tonnes. China’s production for the March Quarter 2016 was 192.0 million tonnes, down 3.2 per cent year on year from 198.4 million tonnes. Continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Landmines in the Field of Dreams
Roger Montgomery
April 26, 2016
Whether the focus is on shares, property or other financial markets, we have entered an environment of low returns. Anyone believing they will see double-digit returns from stock market indices is not just optimistic but misguided. It is therefore more important than ever to find other avenues to generate alpha (the active return over an index). Every bit of alpha will be that much more valuable in a low return regime.
Continue…by Roger Montgomery Posted in Insightful Insights.
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