• Australia is an economy built around a housing bubble
• Banks lower pre-sales requirements for off the pan construction funding
• Big names: Orchard Piper, Packer & Nisbett spruik $20m penthouse to willing Retail King
• Bill McNee buys Besen’s Toorak estate $50m
• Max Beck talks up Melbourne market
• Matusik: very good chart on where 1 year of immigration or 570,000 new Australian residents are now living
• Shane Oliver predicts more RBA rate cuts
• Productivity fail!! New houses now take over 12 months to build , nearly double from 10 years ago
• David Devine sells Surfers Paradise Royale Whopping 702m2 Penthouse off the plan for $19.2m or $27k/m2
• RBA remit remains employment and inflation, not housing affordability
• Affordability? Tarragindi 400m2, 10m wide vacant land sells for $1.5m
• how far can the GC go with Mermaid Waters house for record $14m sellijng at Auction
• Sirius in serious trouble
• Adelaide market running hotter
• Is Melbourne on the come back?
• Auction clearance rates dashboard
• Melbourne leads clearance rates
• Listen: Bouris & Koukoulas, how the RBA works
• Watch: May NAB National Housing Update
• Alan Kohler: The Australian Economy is a basket case,Productivity is declining and housing is unaffordable. Economic growth depends entirely on government spending and immigration, and high immigration has not been matched with enough infrastructure and housing to support it; as a result, Australia is divided, defensive, low tech and uncompetitive.
• RBA pressure: Roy Morgan unemployment down with less people looking for work
• Brisbane’s Kirkston hits the market
• The rich get richer through Sydney zoning changes: buy harbour side renovator do nothing and make $20m in 1 year
• Markets cool on RBA cut on May 20
• Domain analysis: 10 year growth rates per city
• Average build costs for new homes up 6% annually
• Tim Gurner’s sages words of warning to renters: you’re screwed!!
• GC Overheating: Sovereign Islands ranch sells for $8.2m or 4 X 2019 purchase price of $1.92m
• Tim Gurner wants to live forever
• Multiplex takes $200m loss on Far East Brisbane Star Casino
• USA ginat CoStar buys Domain to shake up REA domination of ad world
• National auction Clarence rate dashboard
• Here is the Urbis off the plan apartment report
• RPM Research : SEQ Apartments, reports cheaper sales rates than Urbis
• BTR to get boost with Sukkar & Greens getting the boot
• The ugly truth of Australian housing
• Core Logic chart pack: Sydney & Melbourne sea of red in 12 months to May 25
• Andrew Irvine: Housing is Australia’s biggest policy issue in election wash-up
• Watch: Westpac Red Book sez consumer sentiment down 6% in April
• Latest CPI Chart Pack
• New inflation numbers be low 3% with RBA set to cut May 20
• James Packer takes $39m haircut on LA mansion sale
• RAY DALIO WARNING: Real Estate, Equities & Crypto too inflated…. trade deficits drive interest rates too low for too long
• RAY DALIO: ITS TOO LATE CHANGES ARE COMING…. WE ARE ON THE BRINK OF WORLD ORDER BREAKING DOWN FROM UNSUSTAINABLE, BAD FUNDEMENTALS
• Economists say remove stamp duty, build infrastructure, high speed rail to address new housing supply
• Weekend Auction clearance rates dashboard
• Saul Eslake: election 2025 cost of living and housing policy
• Labour politicians impressive property portfolios indicate no changes to negative gearing in 48th parliament
• ORGANISED CRIME EXTORT MELBOURNE CONSTRUCTION SITES AT TAX PAYER EXPENSE
• Pay apprentices more to increase skilled labour in construction sector
• $86 Billion Australia infrastructure project pipeline to continue to drive inflation
• Peak GC? DJ and local surfing personality Paul Fisher launches pet project in Palm Beach – 3 bed from $5m off the plan
• NOM Net overseas migration 270,000 for 2025
• Here is said listing St Moritz penthouse for $33m
• Catalano wanted out of St Mortiz penthouse settlement because of poor quality
• Billionaire Alex Waislitz and Catalano’s business partner lambasts Tim Gurner over defects at St Moritz
• The party is nearly over for Gold Coast flats
• Lucy Elis Westpac IQ: lock in RBA 25 BPS cut 20 May
• Election 2025: housing policy promises pitfalls
• Australia housing undersupply hits 300,000
• Gold now at $3500 USD
• World volatility drives record gold price – does the money run to property!?
• Shane Oliver update
• Mich fanning sells beachfront Billinga double block for $16.5m
• Weekend auction dashboard
• Easter Auction results dive
• Report: Not in my back yard!
• Peter Tullip: up to 40% of cost of new housing is cost of planning
• Link to housing productivity report: houses less efficient than units – no brickies!!
• Construction Productivity Report total number of houses built per hour down 50% in the 30 years.
• Productivity commission 71 recomedations
• Election 2025: HIA backs demand side policy to boost sales for home builders, whilst Satterley calls for more skilled labour immigration
• Alan Kohler et al throw soft ball questions in Jim Chalmers interview
• Listen: AFR review both side “diabolical housing policy”
• CBUS has developed $6b worth of residential apartments whilst actively campaigning against Dutton’s housing super proposal
• Ouch!! USA 30 years mortgage rate hit 7%
• SQM housing up 15% under either party
• The Brisbane unit market must be over heating
• USA luxury home sales crash as nervous buyers retreat
• Demand side policy does nothing for affordability, we need supply
• Election 2026: housing affordability policy summary, all the same demand side giveaways to push pricing
• National house values up 39% since covid but early 2000’s saw bigger booms
• National Weekend Auction Dashboard
• Stockland to lead consortium for major 3000 units Waterloo renewal project
• NAB slashes forecast – 50 bps May, cash rate forecast 2.6% Feb 26
• Trump backflips on Tariffs: bond market prices more BIG rate cuts
• Ian Malouf REALLY likes Pickleball?
• AMP Shane Oliver market update
• World’s most expensive listings 2025
• HK most unaffordable then Sydney, Vancouver, LA, Honolulu, Melbourne, San Fran
• Housing (un) affordability World wide issue – outside of HK we are the most expensive
• Charts: housing (un) affordability
• Election 2025: Greens to abolish negative gearing in Labour minority government
• Roy Morgan consumer confidence up!
• Oh No!! Not so fast on rate cuts! ANU & KPMG say tariffs are inflationary!
• In case you weren’t getting enough doom, heres a link to world indices
• Japanese Ozzie spending spree continues 2024 with 1 in 5 major commercial deals or acquisitions
• Switzer goes full fear porn headline on Tariffs
• Get ready for another house price boom as HSBC predicts 4 rates cuts cash rate 3.1% by 2026
• Good news for borrowers: Shane Oliver AMP weekly wrap provides insights into Trump tariffs IR forecast