house prices

Setting side Bitcoin, what was the best performing asset-class for Aussie investors in 2020? In the AFR today I write that as it turned out, residential real estate...

Australian house prices continued their gradual rebound from the COVID-19 induced correction with dwelling values across both capital cities and regional markets...

In the month of November, Australian dwelling values (ie, houses and apartments) climbed a solid 0.8% across all metro and non-metro markets according to CoreLogic's...

In the AFR today I write that Reserve Bank of Australia governor Phil Lowe’s greatest legacy will be the fusion he has forged between fiscal and monetary policy since...

Further to our little note about the extinction of housing bears as a species, Australian dwelling values have continued to climb higher in the month of November to...

The hunt for that increasingly endangered species known as the "housing bear" continues. Thus far we've managed to track-down and clinically dispatch Westpac, CBA,...

In the AFR today I write that I am delighted to deliver big news: despite Melbourne's horrifically long lockdown, home values are increasing again alongside the price...

Consistent with our March 2020 forecast for a very mild 0% to 5% correction in national house prices followed by a recovery around six months later, CoreLogic has...

Akin to the debate over the shape of the economic recovery, the big question for the Australian housing market isn’t if prices will fall. It’s by how much, and more...

Back on 19th March when we first looked at the impact of the intensifying shutdown of the Australian economy on the housing market we concluded that the...

I cannot remember a time when there was more universal agreement amongst analysts that Aussie house prices are going to plummet. Unusually, the major banks are also...

The Australian housing market was boosted from mid-last year by the combination of the Federal election removing the threat of changes to negative gearing and capital...

For a few weeks in late January and early February, stock markets suspended belief. Pundits on every channel emerged, suggesting a small economic dip followed by a...

Last week, the Reserve Bank of Australia signalled a very weak dovish bias that was as good as hold for longer, to the surprise of many. But what is more surprising is...

Australians are increasingly buying their first home at an older age. According to the Australian Bureau of Statistics, between 1981 and 2018 the average age of a...

Source: CoreLogic, AMP CapitalThe Australian property market - particularly Melbourne and Sydney - has gone from boom and FOMO in 2017 to slump and FONGO last...

People often ask us what investment style is Ophir Asset Management? We respond we are style agnostic, if we believe there is money to be made buying a company that is...

In assessing whether to get long or short residential mortgage-backed securities (RMBS), we undertake a great deal of quantitative analysis, including revaluing the...