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.

The most detailed breakdown land cycle breakdown, on what is going to happen to individual property markets around Australia over 2025 ...

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

If ever a tall building looked out of place, it’s the Tour Montparnasse in Paris. The structure stands out like a sore thumb against the low-density historical urban backdrop of the city. Take a look: Source: Wikipedia The 210-metre (689-foot) building contains mostly offices, which is unfortunate. The office sector suffered its worst performance in 13 years in Paris over 2022 — with sales volumes down considerably on pre-COVID levels. At the top, there’s a restaurant and vie