FROM QLD TO WALL STREET - ARE WE NEARING THE LAND CYCLE PEAK? WATCH THE LATEST LCI LIVE Q&A EVENT!

LCI Live Q&A Recap with Pete Wargent - June 2025

Our latest LCI Live Q&A was a packed and highly engaging session. We took subscriber questions ranging from stock market timing to industrial real estate and the mechanics of the 18-year land cycle. Thanks to all of those that attended.

Below is a recap of the key highlights, cycle analysis, and market predictions. If you missed it, I strongly encourage you to watch the full discussion!

New Zealand Property & the 18-Year Land Cycle…?

One of the first questions tackled the viability of investing in New Zealand. Pete noted that while housing prices remain off their highs (down around 25%), variable mortgage rates are already easing, and the timing might not be so bad. I a few insights about island nations like New Zealand and the land cycle – how do they correlate? Significantly, they don’t always align cleanly with the land cycle due to fluctuating policies and population movements. Cities like Auckland are more likely to show cycle adherence, but investors must assess local fundamentals like sustained homebuyer demand. (Read more about NZ’s land cycle here - Does NZ have an 18-year Land Cycle )

Australia's Affordability Puzzle?

Despite steep mortgage repayments and high debt-to-income ratios, housing prices are rising again. Why? Pete explained how Australian borrowers tend to maintain mortgage repayment levels even as interest rates fall, building up buffers. I elaborated on how credit and taxation policy changes fuel land price growth and the lessons we can take from the 1920s land cycle. We discussed the Stage 3 tax cuts, their impact, and current tweaks in lending policies. As I often remind readers, land always takes the gains: for every economic tweak, the benefit lands in land values.

Brisbane and Beyond: Navigating a Slower Market..

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