When the Roaring Real Estate Cycle Will Finally End
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This week we get to eavesdrop on a fascinating conversation between Vern Gowdie, Editor of The Gowdie Letter and Gowdie Advisory, and Catherine Cashmore, Co-Editor of Cycles, Trends & Forecasts.
This month’s issue of Cycles, Trends & Forecasts dropped this week. It’s titled ‘The Delta Dominator’ (and we’ve just posted a free-glimpse edition of it on our website — there’s a link at the end of this letter).
When the Roaring Real Estate Cycle Will Finally End
Last month’s edition was titled ‘Timing the Brisbane 2032 Olympic Windfall’.
Being a resident of South East Queensland (SEQ), this piqued Vern’s interest.
While Sydney and Melbourne were booming, SEQ was idling along.
But that’s now changed.
Brisbane, Perth, and Darwin are catching up.
Catherine provides us with a general overview of the Australian property market.
She maintains her view that the 18-year real estate cycle is still driving the market into a huge second-half peak…and it will so do in 2026.
Vern asks her if there was anything that could disrupt the cycle…and yes there is.
Also, what about housing affordability? Surely households can only afford to borrow so much, even with the lowest rates in history…
I thoroughly enjoyed listening in. I hope you do, too, and that it gives you something to think about over the weekend.
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Producer:Jason Swifte
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