We are closing in on the end of Q1, and the market is clearly shifting. In today’s Investor Talk, John Loos unpacks why 2026 could mark the peak in house price growth before momentum moderates. Rates remain supportive, but smart investors are preparing now for a slower 2027 cycle.
Our top story dives into growth nodes and densification. Affordable housing is no longer about sprawl. It’s about structured urban inclusion, mixed-use precincts and disciplined private capital. Investors who understand planning, zoning and infrastructure alignment are positioning ahead of the curve.
On the practical side, we tackle tenant financial health and renovation risk. Credit is tight. Screening matters. Fee models need review. The message this week is clear: optimise, don’t drift. Protect yield, benchmark your fees, and allocate capital where demand and infrastructure intersect.
