LCI LIVE ZOOM EVENT RECAP! Are We There Yet? All Your Land Cycle Questions Answered!
- Catherine Cashmore
- 6 days ago
- 65 min read
A big heartfelt thanks to everyone who joined Thursday’s LCI LIVE ZOOM event!
It was a full house with heaps of great questions submitted. The session was jam-packed with charts, data, and valuable insights - covering everything from interest rates and cycle timing to where to buy (and what to avoid), stock market flashpoints, geopolitics, and even a quick look at wheat and farmland!
What we covered...
Interest rates and the endgame - why this remains an inflationary cycle, how the RBA’s forecasts feed into late-cycle dynamics, and why I don’t expect many – if any – further cuts from here.
Property timing into 2026 - reading the winner’s-curse phase on the 18-year land cycle, the role of the Kondratieff wave, and how peak dynamics usually unfold.
City-by-city questions - Perth’s late-cycle surge and scarce listings; Brisbane’s Olympics effect and why sustained demand matters; Melbourne’s recovery path, rezoning, and the apartment overhang.
Strategy for sellers and holders - when I’d be out if you want to “sell the peak”, and what to prioritise if you’re holding.
Stock market risk - how land tops starve equity markets of fuel, signs to watch on the ASX, and why you adjust exposures rather than try to nail the exact day.
Immigration, supply and the narrative: why “shortage forever” stories flip, lessons from Canada and New Zealand, and how population flows change at turning points.
First-home buyer policy - the 5% deposit guarantee – who it really helps, and the traps for apartment buyers heading into a downturn.
Farmland, wheat and war: what past war cycles did to farm values, and how geopolitical risk can distort the usual rhythm.
Gold: why it tends to be strong into the land-cycle peak, then fades as the new cycle begins.
Land Cycle Investor Reports Mentioned In the LIVE ZOOM EVENT
Interview with Steve Keen - The Great Australian Land Bubble
Interview with Melody Wright – The American Real Estate Bubble – A Repeat of 2008 or Worse?
Comparing Australia to Canada and New Zealand for a sign of what’s ahead – interview with Leith Van Onselen – Crash Now or Crash Later - NZ and Canada a Preview of How Australia’s Land Cycle Will End.
Tune in below, or via the subscriber only YouTube link here!
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