aushousing watch

Real estate observations /// macro | micro | capital | money markets | social theories /// be informed. #melbre #sydre #ausecon #ausbiz

[aushousing watch @aushousingWatch]

@arekdrozda PER, ADE, GC, SC are regional areas for Visa pts, Perth earning that in Nov 2019. BNE booming from Olympic story and Economic refugee influx from SYD and Auckland.

[aushousing watch @aushousingWatch]

@ausstockchick Pretty sure PER was 70d+ 8-9 years back.

[aushousing watch @aushousingWatch]

Days on Market, Median. MEL & SYD in perfect sync. More homes* for longer! (*for purchase)

[aushousing watch @aushousingWatch]

@IFM_Economist Will Minns halve the LVT free threshold to capture every landed home in Sydney so the priced out Sydney folk stop hoarding homes elsewhere (ex Vic)

[aushousing watch @aushousingWatch]

@AntipodeanMacro The easiest solution is to give Colesworth the entire cig retail monopoly. Illicit cigs should only be found underground or from suss street corner individuals.

[aushousing watch @aushousingWatch]

@hidflect Westpac started writing 15Y guaranteed IO period loans to DELIBERATELY crowd out FTBs. The 95% FTB on P&I was not the marginal bid. The 80-88% IO 15Y guaranteed investor was.

[aushousing watch @aushousingWatch]

@RBASHAGGER That's the Pondsi scheme

[aushousing watch @aushousingWatch]

@samstrades Given the damning crowding out evidence NSW Treasury supplied earlier this year to the CGT feds, imagine if Minns halves the tax free threshold, as well in a fortnight.

[aushousing watch @aushousingWatch]

@ajamesbragg 95% buyers generally need to buy not in auction conditions- subject to finance. R U that silly.

[aushousing watch @aushousingWatch]

@cmkusher Scomos depreciation allowance tweaks. Need to borrow more for established to get the same NG effect.

[aushousing watch @aushousingWatch]

@TheKouk LVR reversion to 25% guaranteed. All the way back to 28% if we follow Canada.

[aushousing watch @aushousingWatch]

@undefinedhandle @Potstirrer111 lmao

[aushousing watch @aushousingWatch]

@DrCameronMurray Magenta onwards.
GFC, Ruddprime, IO repricing, true IO crackdown, Cov19, interest rate normalisation, rates held + APRA 3% buffer held.

[aushousing watch @aushousingWatch]

@SatoshiWolf Your interpretation is nuts. They just pulled a handbrake on a purchaser demand lever(investors), which results in lower housing prices (will be more than govt published), which results in higher rates of owner occupation at an earlier period in their family building lives.

[Antipodean Macro @AntipodeanMacro]

Altogether now...

[aushousing watch @aushousingWatch]

@TheKouk Does Oz in aggregate go from 81% peak to 75% (this is $2T in falls) and stop there or punch all the way down through to 72% or 70 to meet the footing of CA and USA https://t.co/8jkBcHh7JH

[Pierre @PHfloor]

This is Canada for comparison purposes...

Dramatic fall from ATHs.

[aushousing watch @aushousingWatch]

@PinguCapital @blockchaingod69 He does have the one thing that all RE Agency have to get through the lean times. A PM business / rent roll. This is why most BAs are cooked, they've no fall back.

[aushousing watch @aushousingWatch]

@grok @fairaussiebloke @cmkusher Not admin. "Voluntary Liquidation"

[aushousing watch @aushousingWatch]

@BrisVegasPunter @cmkusher Partially blaming Meta spend/reach.... No match on meta for Opaque Jack ? https://t.co/IgF3Jju59I

[aushousing watch @aushousingWatch]

I still can't get over the problem child buyer agent Meta ad spend he's disclosed. He has been raping my SM feed, his account would be taking on the ASX20s! WTF.

[aushousing watch @aushousingWatch]

@BrisVegasPunter @cmkusher https://t.co/dABq6ZMU64