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

Exclusive market update with Leith Van Onselen PLUS! Learn how to value land to assess where we are in the Land Cycle

The Land Cycle recession will occur in 2026/27 - but what is the chaos that awaits.. ?

Is it possible to predict short term percentage returns in the property market? One analyst who tries to do so each year is SQM Research founder, Louis Christopher. SQM has a strong focus on the property market. However, they also offer comprehensive equity and fund rating services - including REITS (Real Estate Investment Trusts) and Crypto. For the property market, SQM Research chart vacancy rates, asking property prices, rental yields, stock on market and sales dat

No one wants to conceive the concept of another World War. However, if we ignore the warning signs, we remain in ignorant to the patterns of history - which, after all, is why history repeats.... I pulled myself out of bed whilst it was still dark a few days ago, to interview U.K. Global Forecaster David Murrin. This is my third interview with David, and despite the early hour, it didn’t disappoint. David is one of the smartest analysists I’ve met. He has over two deca

Unlock the secrets behind housing economics that will help you identify future turning points and trends.

I invited my good friend and industry colleague Pete Wargent, to come and have a chat with me about the direction of interest rates, property prices and the economy, in a special interview I have recorded for subscribers below. I have given a couple of lectures recently to Pete’s Next Level Wealth clients. So I asked Pete to return the favour and join me with an exclusive power-point presentation that is comprehensive in content. Our rate rises biting discussion covers,

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

A new report produced by research firm KPMG forecasts house prices to surge over the next two tears, with a rise nationally of 4.9% over the next nine months and then another 9.4% in the year to June 2025. KPMG’s property report on Australia’s capital cities speculates that apartment prices across the country will see an average rise of 3.1% by next June, followed by a 6% increase in the next 12 months. And as we’ve been forecasting over at Cycles, Trends & Forecasts over the

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, and

There’s quite a bit of economic data circulating in the news right now that I thought needed to be brought to your attention. So, I jumped on a call with my former co-editor for Cycles, Trends and Forecasts, Callum Newman, to discuss all that’s happening that could bear effect on the remainder of this cycle. We cover… The record property price boom in WA that has seen total residential values explode to a whopping $768 billion. Victoria’s property market bubbling upwards, wit

A few days ago, I joined the two renegade economists, Dr Cameron Murray and Leith van Onselen, to bust a few myths about the current economic environment. I also got their insights into the cycle as we transit through the final few years to the peak in 2026. Both Cameron and Leith write their own independent narratives on the real estate market and macro economy — with information that stands refreshingly apart from the BS shared in the mainstream media. After all, over the l

The land market — and the credit created against it — drives the real estate cycle, which drives the economy, which ultimately drives both the stock market and the real estate market. If you don’t understand the land market, you’re blind to the risks and opportunities taken while invest. By viewing the economy through the lens of the 18-year real estate cycle, you have an advantage over every other investor. At the very heart of the real estate cycle, chasing the unearned wea

If you caught Wednesday’s edition of Land Cycle Investor, you’d be aware of the changing trends shaping the mortgage market to enable banks to keep lending. The moves mirror patterns observed in the second half of previous cycles. Notably, in the UK, banks are gearing up to offer no-deposit 100% mortgage loans. A growing number of homebuyers are embracing ‘ultra-long’ mortgages, with terms extending beyond 35 years. This shift has propelled the average asking price of UK prop

A few weeks ago the chief economics commentator at the Financial Times in London, Martin Wolf, penned an excellent article called ‘The Case for a Land Tax is Overwhelming’. Here’s an excerpt: ‘I have long been a supporter of taxing land value. Such a tax would be economically efficient and morally just. But it has been politically impossible: the landowning interest, which now includes a large part of the population as owner-occupiers, has been too strong. This is a tragedy.

It’s not every day that I find myself aligning with the views of 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. During the debate, The Kouk forecast that Austra

A few weeks ago, I interviewed Global Forecaster’s David Murrin to discuss his analysis of the Kondratieff long wave and the prospect of war at the peak of this current cycle. David Murrin is one of the smartest men I’ve had the pleasure of meeting. He’s a renowned global forecaster, author, and entrepreneur, known for his groundbreaking work in predicting and analysing major world events. With a career spanning over three decades, Murrin has earned a reputation as one of the

Today we follow on from Fred Harrison’s interview I brought to you last week. In that interview, Fred concludes that this cycle will continue to a peak in 2026 but be followed by war. This is why Fred sees this cycle as different from others. In Fred’s words: ‘ In my view the 18-year cycle will continue to extend, house prices will peak in 2026. ‘ The end of the cycle is 2028 – the depths of the recession. ‘ But unlike previous end of 18 year cycles this one will be a particu