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Hear from industry experts on what is really driving property markets today, and what you could expect ahead.

Property

Three powerful tailwinds for infrastructure investment

The global economy is slowing down at an increasing speed. The IMF projects real economic growth in advanced economies to slow down from 2.2% in 2018 to 1.9% in 2019...
Ursula Tonkin
PATRIZIA
Property

House prices rise at fastest pace since 2015

Last month we identified the reason why we believed the RBA was slowing down on cuts was the fact that the housing market was improving and that strength would...
Chris Rands
Chris Rands
Yarra Capital Management
Property

US Housing Will Not Cause The Next Recession

Our recent US research trip highlighted the tailwind to wealth and consumption from house prices. In discussions across the seven states we visited (California,...
Brigette Leckie
Brigette Leckie
Koda Capital
Property

House prices to increase 30% (and the return of sub-prime lenders)

It is time to unveil a new expectation: if the RBA continues cutting through conventional and unconventional means, which is our central case, I expect that this...
+1
Christopher Joye
Coolabah Capital
Property

Housing – back to the races?

It’s all over the news, it sounds like the housing market is staging some sort of recovery. According to select popular media, buyers have been applauding the latest...
Josh Terlich
Josh Terlich
Mason Stevens
Property

Update: The One Australian Economic Question that Matters

I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian...
Damien Klassen
Nucleus Wealth
Property

The likely fallout from the WeWork debacle

Companies like Regus and Servcorp have been around for decades offering users a serviced office product not too removed from the “flexible” or “co-working” offers we...
DXS
SRV
Mark Mazzarella
Dexus Real Estate Securities
Property

Why own when you can loan?

With interest rates at record lows, many investors are looking at new ways to generate income. Listed equities and real estate trusts are already popular, however,...
Tim Johansen
Qualitas
Property

The emergence of digital infrastructure as an asset class

As with most industries, real estate is evolving. Retail real estate has historically been the dominant real estate asset class, but due to the competitive impact of...
5GN
DXN
NXT
+1
Tim Hannon
Tim Hannon
Conrad Capital Group
Property

How can shopping centres be dead when I can’t find a park?

Retail is over, or that’s what the media would have us believe. Amazon and online retailers, we are told, are heading towards total dominance over our shopping habits....
SCG
Melanie Longmire
Melanie Longmire
Perpetual Group
Property

Defensive equity: Listed infrastructure vs Property REITS

When most Australians think of defensive assets, they think cash or maybe fixed income. But there are other defensive alternatives that have offered higher returns...
Ursula Tonkin
PATRIZIA
Property

The turmoil will pass, as will the opportunity

Tear gas, water cannons, students suited-up in riot gear and barricades set on fire. These are not scenes I would expect from Hong Kong – the world’s most visited city...
Corrine Ng
Dexus Real Estate Securities
Property

The one Australian Economic question that matters

First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, noting that housing booms come in several different flavours....
Damien Klassen
Nucleus Wealth
Property

Seven things you need to know about the Australian property market

After the biggest fall in at least 40 years – with a 10.2% top to bottom fall between September 2017 and June this year - average capital city home prices have turned...
Shane Oliver
AMP
Property
Sponsored

The art of direct investing

Picture a sustainable income of 5.7% p.a.* with one of Australia's leading direct property fund managers. Charter Hall Direct Office Fund is an unlisted property fund...
Steven Bennett
Steven Bennett
Charter Hall
Property

Housing Boom is Back, Baby!

Today I show that the great Aussie housing boom is well and truly back, with Sydney and Melbourne house prices surging in August, up by north of 1.2% in the month...
+1
Christopher Joye
Coolabah Capital
Property

The high price of safety

If you find mortgage repayments a burden, consider moving to Denmark, where Jyske Bank recently announced a 10-year fixed rate mortgage with an interest rate of minus...
CHC
GMG
Pete Morrissey
Pete Morrissey
Dexus
Property

9 essential charts on Australian housing

Last week, we asked three experts whether the Australian housing market had found a bottom in recent months. While the contributors opinions differed on the overall...
Patrick Poke
Livewire Markets
Property

Has the housing market bottomed?

Negative bond yields, Trump’s Trade War, and protests in Hong Kong have stolen all the headlines in recent months, but (relatively) quietly, a bottom has been forming...
Patrick Poke
Livewire Markets
Property

Visible performance and hidden risks

In investing, as in other areas of life, there is the visible and the hidden. Something tangible, like an object or a number, is easily seen, and more memorable...
CHC
GMG
SCG
Pete Morrissey
Pete Morrissey
Dexus
Property

The Asian engine room will fire for years to come

This time last year, we outlined the opportunity in the Asian REIT sector with Livewire in this interview. In the year to 31 May 2019, the sector has gained 28%(1)....
Corrine Ng
Dexus Real Estate Securities
Property

Key themes for property over the next 12 months

Despite the natural desire to break down the housing market into soundbites and neat changes in median prices, sub-markets remain just as fractured and diverse as they...
Pete Wargent
AllenWargent Property Buyers
Property

Sydney & Melbourne house prices lead the race downwards in 2019

On Tuesday the ABS released March quarter property price data revealing that established house prices fell in all eight capital cities. However, it was Sydney and...
Angela Ashton
Evergreen Consultants
Property

Don't underestimate bricks and mortar retail

Most direct property segments have solid fundamental support for valuations. Retail has been viewed as the exception. Landlords see many tenants under siege from the...
SCG
Stephen Hayes
First Sentier Investors
Property

Pundits conceal the risk on Aussie housing

The Australian housing market is crazy. Plenty of pundits are calling for the bottom of the current housing downturn now that a “house price friendly” federal...
Damien Klassen
Nucleus Wealth
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