The Property Couch (LIVE) RBA Sep 2025 | Is the Property Boom Back? Animal Spirits Are Stirring...
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Sep 30, 2025 The hosts discuss the recent decision by the RBA and its implications for the housing market. There's a surprising Q2 GDP growth driven by domestic demand and a spike in housing inflation. Migration trends are explored for their positive impact on productivity. With households returning to trend spending, they analyze shifting consumer sentiment and high house price expectations amidst affordability tensions. The spring selling season brings concerns about investor activity and tight supply supporting price growth.
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Investors Driving Loan Growth
- New home loan volume and value rose in Q2, with investors driving volume growth much faster than owner-occupiers.
- Investor-led credit expansion is a riskier price driver than owner-occupier demand.
Avoid Investor-Led Price Bubbles
- Be cautious buying where investor demand, not fundamentals, pushes prices higher.
- Avoid markets lacking clear long-term economic drivers to reduce 'swimming naked' risk.
Listings Are Tight; Supply Remains Weak
- New listings are below recent averages and total listings are low, tightening supply.
- Low supply plus rising demand creates conditions supportive of further price growth.