Today we have a special interview with Stephen ‘The Kouk’ Koukoulas. He is a bit of a legend in the Australian economics scene, having worked for the Commonwealth Bank, TD Securities, and Citibank, among other big-name institutions. He also worked as an economic advisor to former Prime Minister Julia Gillard. Late last year, he took part in ‘The Great Housing Debate’ with Coolabah Capital’s Chris Joye. Tune in below…
In today’s Land Cycle Investor, we have an exclusive follow up Q&A with global forecaster David Murrin after our interview a few weeks back. Among other things, we cover David’s opinions on where investors should be putting their money whilst facing the prospect of war at the end of this cycle. Tune in below…
In today’s Land Cycle Investor, Westpac is predicting seven interest rate cuts between 2024 and 2025 as the economy looks to be heading into a recession. It’s clear money is still flowing in real estate, but only for the financiers — the biggest beneficiaries of rising rates — that have a licence to mortgage the earth and reap from the never-ending streams of interest. What does this mean for the real estate cycle? Read on…
In today’s Land Cycle Investor, there are a few indicators that show we’re not facing the doom and gloom that’s being peddled by the majors. In fact, if anything, it looks like the market could plateau out in the months ahead. Read on for my analysis…
I reached out to Steve for an interview after watching the charade a week or so ago, as RBA Governor Philip Lowe was pulled up in front of the Senate to explain how jacking up interest rates will supposedly control inflation. In the upcoming video interview, Keen is going to dispel this myth — and others surrounding the current economic narrative.
In today’s Land Cycle Investor, Catherine chats with finance and property guru Pete Wargent about the economy and the property market, as well as their outlook for 2023. Read on to access the interview…
In today’s Land Cycle Investor, find out how transportation increases the economic rent of land…but can just as easily steal some of it back. As such, Australia’s tollbooth Transurban is going to benefit from Australia’s population Ponzi policies in the years to the peak. That will keep land prices elevated with incoming demand while available supply remains constrained. But they won’t stop there…
In today’s Land Cycle Investor, with news that Australia’s immigration could surge this year, coupled with record low vacancy rates, the investment company Blackstone want to expand further into Australia’s build-to-rent sector. If you’re not familiar with build-to-rent, it is the corporatisation of the rental market. Properties that are designed and constructed to be used exclusively for rental accommodation. It’s been tipped as one of the biggest commercial asset hits. So it’s time to decide…do you want to be a renter or a rentier?
In today’s Land Cycle Investor, ABS data shows we are on the brink of a building boom. There’s just not enough stock on the market right now. And if folk can turn their heads away from the doom and gloom ‘property crash’ headlines still hitting the news, they’d see the dynamics in the property market have already started to change due to this…
In today’s Land Cycle Investor, 2023 is set to be the ‘year of migration’. Net overseas migration is already rocketing back toward record levels, led mostly by students. That trend is only going to be exacerbated further as 40,000 university students scramble to make it back to Australia in time for the new semester. It comes after the Chinese government announced a ‘snap ban’ on recognising online degrees obtained from foreign institutions. I’d go so far as to forecast that we’re on the cusp of another building boom…
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