This week’s LCI report examines how war has historically disrupted the land cycle – shifting both timing and prices. Drawing on Homer Hoyt’s research, the Kondratieff Wave, and historical commodity cycles, we explore how major conflicts have distorted real estate markets in the past and what that may mean as we approach the current cycle peak. Plus an exclusive interview with global forecaster David Murrin.

AI mania has reached a dangerous extreme. From Super Bowl advertising excess to 100-year bond issuance and the explosive build-out of data centre infrastructure, We examine the unmistakable signs of a late-cycle peak - the 30 year cycle and timing of the collapse - and the risks now emerging beneath the surface.

Global real estate markets are crashing as the land cycle peaks. From the US to Canada, London and Australia, falling prices, rising debt and tightening credit signal the turn is already underway. What does this mean for the Land Cycle's timing in Australia... ?

A deep dive into the push to a 2026 peak: why the housing market still rises before the downturn, where credit cracks are forming, and an interview with what SQM Research Founder Louis Christopher sees coming.

A deep dive into the “everything bubble” – why AI sits at the centre of today’s market mania, how land cycles explain the boom, and why data centres, tech stocks and commercial real estate are heading toward a 2026 turning point.

A deep dive into Australia’s 18.6-year land cycle since WWII, revealing how credit booms, construction surges, and aggressive rate hikes have driven past peaks and crashes. Explores whether the current cycle, flipped by COVID stimulus and historic rate rises, will break the pattern as we approach 2026–2028....

We put a lot of emphasis on the residential market. However, the commercial office real estate booms and busts are just as significant..

Has the office sector hit its price floor? REITs, leading cycle indicators, and wealth building opportunities in commercial real estate

We’re already at the beginning of February. That means that the latest data from CoreLogic is out - and we can do a quick assessment on how the Land Cycle is tracking as we head into 2024!   Home values are up 0.4% through the month – building from the 0.3% increase seen in November and December.   It marks the 12th straight month of value rises.   It wasn’t so long ago mass media headlines were screaming at investors to run for the hills, with property prices expected to fal

We put a lot of emphasis on the residential market when analysing the land cycle. However, few are aware that historically, the commercial real estate booms and busts have had a far more significant impact on Australia’s economy. The commercial real estate downturn in the 1990s for example, was a major event. Despite the recession being officially over in 1991, the crisis for the commercial market peaked in the mid-1990s — with commercial median property values falling over 5

I reached out to a good friend of mine this week — Pete Wargent — for a chat about the economy, property market, and overview of what to expect as we progress through the next two years. Pete is a well-established finance and property guru in Australia. A British national — he qualified as a Chartered Accountant in London and was previously a Director at the ‘Big Four’ accounting firm Deloitte. He’s also a  6-times published finance author . I’ve known Pete for many years, an

An article caught my attention this week in The Australian about owners selling the air above their apartment blocks for profit. Take a look: ‘ Eight owners of a Sydney apartment block recently banded together to sell off the airspace above their building for almost $1m and the idea is catching on. ‘ Rooftop property development specialist Warren Livesey estimates the airspace above strata unit blocks in Australia is an untapped $100bn plus market. ‘ He has been selling Sydn