Early data shows small declines in select Perth suburbs while agents dispute the scale, a test case for what happens when credit tightens in a supply-starved market.
Clearance rates dropped for the third straight week while auction volumes jumped 16%. Either vendors are testing stale price expectations or buyers are about to return.
Melbourne and Sydney clearance rates are falling, but top-end properties still attract multiple bidders while mid-tier stock sits. The gap tells you where price pressure lands next.
Loan sizes are climbing to new highs in states where investor activity remains firm, but the mechanics behind those numbers matter more than the headline.
Auction data shows 30.5% of sellers are landlords, but just 16% of buyers are investors, and first-home buyers are now on track to overtake investor lending by year's end.
Fewer investor loans approved this quarter, yet total investor credit still climbed year-on-year, what's driving the split, and what does it mean for rental supply?
ANZ's revised forecast puts recent low-deposit Sydney buyers underwater by mid-2027, but the bigger question is what happens to serviceability when equity vanishes.