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Share #293: Market Update Dec 24 – Listings Hit 5-Year Highs, Affordable Properties Surge, National Values Slip & Adelaide Faces Unique Challenges
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#293: Market Update Dec 24 – Listings Hit 5-Year Highs, Affordable Properties Surge, National Values Slip & Adelaide Faces Unique Challenges
Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM
The Trio enjoy regrouping after a lovely summer break. This week, they canvas the December figures. The indices deliver mixed outcomes, and overall the national monthly movement registers a slight market decrease, but what can this be put down to? There are markets within markets, and the Trio break down some of the standout results. From regional cities, to Adelaide's incredible run, there are some noteworthy stats to digest.
AND... maybe the Trio will construct an episode on Darwin for our listeners! Stay tuned....
Market segmentation counts for so much and the Trio point out the outperformance of the lowest quartile in six of the seven states and territories. What does this signal? And why would investors broadly target lower quartile properties? Cate shares her insights....
Rents... good news for renters but bad news for investors? Not really. While rents aren't in double digits any longer, rental growth is still mostly above CPI. Cate steps through some of the considerations that owners need to apply when considering rental increases.
"But it's listings that i tend to get excited about because they filter through into our market dynamics."
New listing volumes were decent last year. They were at or above the five year average. However, all listings were below the previous five year average, but the tightening was a reflection of stronger listing volumes in 2024.
The Westpac consumer sentiment index is a powerful glimpse at times, and Jan 2025 reveals some interesting changes.
Time to buy a dwelling, family finance, and annualised interest rate expectations... as the Westpac release suggests, "The consumer mood has soured for two months in a row and remains on the pessimistic side. However... consumers expect things to continue to improve from here."
Lastly, the Trio wonder what predictive ability the ASX's rate tracker has when it comes to signalling specific dates for rate cuts.... only time will tell, but February is looking interesting!
The portion of lending for investment housing is significantly above recent historical levels. Wealth effect? Comfort with no further rate increases? What has driven this?
Dave points out some of the interesting indices across the varying data houses. Simple indexes can pick up some changes sooner, and Dave has some great insights for our listeners to consider.
Show notes: https://www.propertytrio.com.au/2025/01/20/ep-293-dec-market-update/
The Trio enjoy regrouping after a lovely summer break. This week, they canvas the December figures. The indices deliver mixed outcomes, and overall the national monthly movement registers a slight market decrease, but what can this be put down to? There are markets within markets, and the Trio break down some of the standout results. From regional cities, to Adelaide's incredible run, there are some noteworthy stats to digest.
AND... maybe the Trio will construct an episode on Darwin for our listeners! Stay tuned....
Market segmentation counts for so much and the Trio point out the outperformance of the lowest quartile in six of the seven states and territories. What does this signal? And why would investors broadly target lower quartile properties? Cate shares her insights....
Rents... good news for renters but bad news for investors? Not really. While rents aren't in double digits any longer, rental growth is still mostly above CPI. Cate steps through some of the considerations that owners need to apply when considering rental increases.
"But it's listings that i tend to get excited about because they filter through into our market dynamics."
New listing volumes were decent last year. They were at or above the five year average. However, all listings were below the previous five year average, but the tightening was a reflection of stronger listing volumes in 2024.
The Westpac consumer sentiment index is a powerful glimpse at times, and Jan 2025 reveals some interesting changes.
Time to buy a dwelling, family finance, and annualised interest rate expectations... as the Westpac release suggests, "The consumer mood has soured for two months in a row and remains on the pessimistic side. However... consumers expect things to continue to improve from here."
Lastly, the Trio wonder what predictive ability the ASX's rate tracker has when it comes to signalling specific dates for rate cuts.... only time will tell, but February is looking interesting!
The portion of lending for investment housing is significantly above recent historical levels. Wealth effect? Comfort with no further rate increases? What has driven this?
Dave points out some of the interesting indices across the varying data houses. Simple indexes can pick up some changes sooner, and Dave has some great insights for our listeners to consider.
Show notes: https://www.propertytrio.com.au/2025/01/20/ep-293-dec-market-update/
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By Cate Bakos, David Johnston and Mike Mortlock
3
22 ratings
Got a question for the trio? https://forms.zohopublic.com/propertyplanningaustralia/form/GotaquestionforthePropertyTrio/formperma/zYCQAxzE_24CVlDafP1ozyzwtmB-8m1iCNtCTgDvHXM
The Trio enjoy regrouping after a lovely summer break. This week, they canvas the December figures. The indices deliver mixed outcomes, and overall the national monthly movement registers a slight market decrease, but what can this be put down to? There are markets within markets, and the Trio break down some of the standout results. From regional cities, to Adelaide's incredible run, there are some noteworthy stats to digest.
AND... maybe the Trio will construct an episode on Darwin for our listeners! Stay tuned....
Market segmentation counts for so much and the Trio point out the outperformance of the lowest quartile in six of the seven states and territories. What does this signal? And why would investors broadly target lower quartile properties? Cate shares her insights....
Rents... good news for renters but bad news for investors? Not really. While rents aren't in double digits any longer, rental growth is still mostly above CPI. Cate steps through some of the considerations that owners need to apply when considering rental increases.
"But it's listings that i tend to get excited about because they filter through into our market dynamics."
New listing volumes were decent last year. They were at or above the five year average. However, all listings were below the previous five year average, but the tightening was a reflection of stronger listing volumes in 2024.
The Westpac consumer sentiment index is a powerful glimpse at times, and Jan 2025 reveals some interesting changes.
Time to buy a dwelling, family finance, and annualised interest rate expectations... as the Westpac release suggests, "The consumer mood has soured for two months in a row and remains on the pessimistic side. However... consumers expect things to continue to improve from here."
Lastly, the Trio wonder what predictive ability the ASX's rate tracker has when it comes to signalling specific dates for rate cuts.... only time will tell, but February is looking interesting!
The portion of lending for investment housing is significantly above recent historical levels. Wealth effect? Comfort with no further rate increases? What has driven this?
Dave points out some of the interesting indices across the varying data houses. Simple indexes can pick up some changes sooner, and Dave has some great insights for our listeners to consider.
Show notes: https://www.propertytrio.com.au/2025/01/20/ep-293-dec-market-update/
The Trio enjoy regrouping after a lovely summer break. This week, they canvas the December figures. The indices deliver mixed outcomes, and overall the national monthly movement registers a slight market decrease, but what can this be put down to? There are markets within markets, and the Trio break down some of the standout results. From regional cities, to Adelaide's incredible run, there are some noteworthy stats to digest.
AND... maybe the Trio will construct an episode on Darwin for our listeners! Stay tuned....
Market segmentation counts for so much and the Trio point out the outperformance of the lowest quartile in six of the seven states and territories. What does this signal? And why would investors broadly target lower quartile properties? Cate shares her insights....
Rents... good news for renters but bad news for investors? Not really. While rents aren't in double digits any longer, rental growth is still mostly above CPI. Cate steps through some of the considerations that owners need to apply when considering rental increases.
"But it's listings that i tend to get excited about because they filter through into our market dynamics."
New listing volumes were decent last year. They were at or above the five year average. However, all listings were below the previous five year average, but the tightening was a reflection of stronger listing volumes in 2024.
The Westpac consumer sentiment index is a powerful glimpse at times, and Jan 2025 reveals some interesting changes.
Time to buy a dwelling, family finance, and annualised interest rate expectations... as the Westpac release suggests, "The consumer mood has soured for two months in a row and remains on the pessimistic side. However... consumers expect things to continue to improve from here."
Lastly, the Trio wonder what predictive ability the ASX's rate tracker has when it comes to signalling specific dates for rate cuts.... only time will tell, but February is looking interesting!
The portion of lending for investment housing is significantly above recent historical levels. Wealth effect? Comfort with no further rate increases? What has driven this?
Dave points out some of the interesting indices across the varying data houses. Simple indexes can pick up some changes sooner, and Dave has some great insights for our listeners to consider.
Show notes: https://www.propertytrio.com.au/2025/01/20/ep-293-dec-market-update/
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