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22 February 2025
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If the RBA starts cutting rates, many believe house prices will rebound strongly. Yet, the numbers on affordability suggest prices can’t rise much further without making housing impossibly expensive for most Australians.
With Australia’s population moving through the fastest rate of growth since the 1950s, our cities and towns are naturally densifying. This is a look at the latest trends and how they will impact the property market.
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of AI promises to fundamentally change the way we live, work, and play.
Owning quality, dividend-producing industrial shares is key to building a decent income stream. Here is an update on the long-term performance of industrial stocks against indices, listed property, and term deposits.
Parts of commercial property are facing challenges from changing work habits, but in Industrial and Logistics, it's the opposite. Growth in online retailing and shortage of facilities is driving demand and rents higher.
After three decades of phenomenal growth nationally, it seemed as though Australian house prices would never go down, until they did last year. Here is a look at previous property downturns and what we might learn from them.
Industrial property has had a stellar run but there should be more outperformance to come. Demand, thanks to online retailing, remains strong while supply is limited by a lack of development land and infrastructure.
Styles come and go over the decades but quality industrial shares producing dividend income are hard to beat. Plus 10 predictions for 2023 which are sure to come true, unlike most market forecasts.
Many investors see Chinese property as an asset bubble that is popping. We think that assessment is incorrect and believe large, lowly indebted Chinese property developers offer a contrarian opportunity.
Rising interest rates and occupancy threats have reduced the share prices of many property companies and trusts, but the selling underestimates the strong pockets of demand and robust earnings from good tenants.
Most people are returning to their offices, often three days a week with flexibility. The trend to premium offices supports health and lifestyles, while office designs focus more on collaboration and social spaces.
There have been regular falls in real house prices in the past. Some of the 40% gains of 2020 to 2021 will be given back now but housing is a long-term investment and fundamentals are likely to remain strong.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.