Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
The latest from REINZ tells the story of ongoing weakness in New Zealand Property, even if they try to spin the results to argue people should be meeting the market, which was down again!
https://www.reinz.co.nz/Web/Web/News/News-Articles/Market-updates/reinz_april_data_2023.aspx
http://www.martinnorth.com/
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This weeks rant was recorded later than normal, but we explored some fundamental questions about the RE industry, and how agents are rewarded. No wonder we see some poor behaviors. And we look at the importance of keeping calm given the falls in listings, and what happens when people fail to take the right steps before purchase.
https://www.ribbonproperty.com.au/
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The latest from our modelling showing more pressure piling on households as mortgage rates and rents rise faster than incomes, and costs of living continue to bite hard.
http://www.martinnorth.com/
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The latest from our property insider – Edwin Almeida. We look at the latest numbers, and incentives to drag more into the market. Got to save those property prices!!
http://www.martinnorth.com/
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Journalist Tarric Brooker and I reconnected following my relocation, for the first in our series of bi-weekly afternoon chats about economics and politics. It may be a couple of months since our last, but in many ways, things are the same…
http://www.martinnorth.com/
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More from our Property Insider, as we look at the latest news, with a focus on Australia.
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/
The RBA Minutes certainly took the wind out of the sails of those expecting a rate cut anytime soon. More hikes are being signalled, and in fact Morgan Stanley flagged that the markets had got ahead of themselves.
The 30 Day Implied rates are also moving higher. So those being influenced by the spruikers saying now is good buying should be cautious. Things are more complex.
http://www.martinnorth.com/
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Our latest discussion with Edwin Alemida, our property insider. Who are you going to believe about what is happening in the property market?
http://www.martinnorth.com/
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Many property investors are choosing to leave the field, leading to a rise in the number of ex-investment property being listed for sale. There are many reasons why this is occurring, and we explore some of them today.
But in short, the marginal costs of borrowing on a rental mortgage have risen far faster than the rental income. And given the limited prospects of capital gains, and the removal of some offsetting perks from a tax perspective, investors are exercising their rights to quit. Another reason why rental supply is so limited, and a sign again of how broken the system is.
http://www.martinnorth.com/
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In the first of our international series, we compare the UK and Australian markets, as listing decline and rental property is in crisis mode.
In addition we discuss the building company failures and collapsing buildings.
More once we get the broadband operating in the UK!
http://www.martinnorth.com/
Go to the Walk The World Universe at https://walktheworld.com.au/