For anyone working in the property sector in Australia wanting property specific economic and market insights.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
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| Issues | 198 | Founded | 2 years ago | Last Issue | 8 days ago |
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kusherconsulting.substack.comLatest Issues
When home values fall, it is the fall in transactions which is bigger issue for the broader economy
Buyers don’t look at falling property values as a buying opportunity like they do when other assets fall and over time that has broader repercussions for the economy.
Right now, the decline in housing values is grabbing a lot of headlines....
Friday Market Recap
2 October 2026
It was a huge week this week for important data releases. Over the week we got new data on household spending, the RBA interest rate decision, housing credit, CPI, dwelling approvals and home values.
With changes to negative gearing and the capital gains tax discount how do you invest in
Taxes on investment (and not just property investment) have increased so how do you invest now? I share my thoughts below.
From the outset I want to point out that none of this column is investment advice it is just my thoughts about how I...
Insights from the latest APRA ADI property exposures data
The share of non-performing mortgages remain low, interest-only lending is rising and higher LVR lending is reducing.
One of my favourite releases each quarter is APRA’s authorised deposit-taking institutions (ADIs) property exposures data...
Friday Market Recap
18 September 2026
Over the past week we got new data on new home sales, rental vacancy rates, population estimates and lending to ADIs. We also say the US Fed raise interest rates and at the time of writing the expectation from the market...
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Authors
The writers behind this newsletter.
I have worked in the Australian property sector for more than 20 years. I love to explain how the economy is performing and how it relates to the property market in simple, easy to understand terms
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