Mitheridge Capital Management’s Post

Sydney’s median house price is predicted to soar close to $2 million as anticipated interest rate cuts and a sustained housing shortage kickstart the next growth spurt, according to the latest forecast by Oxford Economics Australia. #sydneypropertymarket#australianrealestate#houseprice#oxfordeconomics

The build-to-rent market is expected to grow significantly, with Oxford Economics Australia predicting it will account for about a fifth of apartment development projects by 2030. Read the full article here: https://lnkd.in/gxR-vGrZ #TheWeekInRealEstate #BuildToRent

F&D Magazine's new issue This issue explores the economics of housing. From China's property sector challenges to São Paulo's urban renewal, we examine how housing markets shape economies. Read insights and analyses on making housing accessible and affordable for all. 🏚️

Our new edition of Finance & Development is out, focusing on the problems of housing markets around the world. Articles from Deniz Igan on affordability, Ken Rogoff on China's real estate challenges, among other highlights. Elizabeth Johnson reports on how the city of São Paulo is trying to revive its downtown by building affordable housing. Beyond the housing issues, Robert Zymek and Jiaxiong Yao look into the complications of the arrival of cheap Chinese electric cars in the EU. While it would help Europeans to advance towards their emissions reduction goals, it will cause losses in the continent's car manufacturing industry. One conclusions: everybody is worse off with tarrifs. Good reading!

Australia’s shrinking land lot sizes have not helped housing affordability, and if the nation is collectively serious about addressing affordability, we need to build smaller homes. Thanks to Australian Property Investor Magazine for featuring Peter Packer's commentary on how to tackle Australia's housing crisis #housingcrisis #australianproperty #innovation

From economics to real homes. Dive into why duplex homes are in such high demand right now and what this means for the future! 🏘️📈 #HousingTrends #RealEstate #DuplexDemand Michael A Garofolo Gianni Musumeci

Open the latest issue of F&D to understand how housing markets shape economies. Read insights and analyses on making housing accessible and affordable for all. https://lnkd.in/gugBfune

What's ahead for property in 2025? Here is an update about the global economic outlook, impact of interest rates, infrastructure and urban development. #CostelloGroup #EconomicInsights #Property2025

Property Market Question (all opinions appreciated): The State of Victorian economics feels partly traditional macro and partly socionomic based. That is, there are systemic issues with the economic settings and there are problems with general confidence which lead to psych based economic impacts. In other words we aren’t supported by policy and we don’t feel good about it, such that we aren’t making economy friendly decisions. The volume of State housing fixes in the past weeks have been a bit frenetic, not to say I don’t agree with some, but they were proposals that I generally agreed with over 25 years ago when Melbourne 2030 first became obsolete a few years after it was delivered. Density around transport and/or retail is nothing new so we can’t claim it is, but it does still make sense. The issue is that land use planning is exceedingly complex for all development sectors. For example, creating the right planning environment is one aspect, whereas cost escalation, surrounding use acceptance, market forces, financial viability, quality vs location, practitioner experience, practitioner capacity, infrastructure costs, fees and levies, and so on are all elements that impact the ability for the market to create supply at an optimal (cost/quality/volume) capacity. Intense vertical density has to deal with similar and different pressures that intense horizontal density deals with (say input costs vs infrastructure costs) but either way the public sector needs advice that is gained from doers as much as thinkers. (Edit: not that the two are mutually exclusive) Question: if developers are considered too invested in the outcome (and cope grief for it) and the academic (not pracademic) advisors are considered too uninvested in the outcome, then who should be advising the policy makers. Can this question be answered with a degree of ‘reasonable’ assertiveness?

New: the simple, traditional model of urban economics proves yet again useful for understanding real-world cities. https://lnkd.in/eQtrtfnb