house prices

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...

Coolabah developed the world's first compositionally-adjusted, or hedonic, regression-based index of RMBS default rates, covering all prime deals that Bloomberg...

In my column today I reveal that Australia is now officially experiencing the biggest house price falls on record in almost 40 years: home values across the five...

If house prices are falling as rapidly as some headlines impute, can we expect this to impact AREIT investors? Let’s begin by looking at the facts, rather than the...

In the AFR today I outline my views on markets for 2018, including forecasting that Aussie house prices will fall year-on-year for the first time since 2012---after we...