Archive for 'Property Cycles'
Can You Afford to Miss Out?
Posted on 23. Aug, 2010 by Chris Lang.
The other day, we took a look at Commercial property cycles, and where the various Australian CBD office markets might sit.
Currently, Melbourne seems to be "leading the pack". But you might be interested to explore exactly why that is.
Some recent research by Jones Lang LaSalle indicates that Melbourne's Office vacancy is likely to fall to [...]
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"Cycles Ain't Cycles"
Posted on 09. Aug, 2010 by Chris Lang.
Overall, Australia has sailed through the Global Financial Crisis more or less unscathed. And from all accounts, Victoria and enjoys the standout economy of all the States.
The Traditional Cycle Has Been Interrupted
Last week, you explored the traditional cycle for CBD Offices — being 18 years from peak to peak. And over that same period, Retail [...]
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Commercial Property Cycles ...
Posted on 03. Aug, 2010 by Chris Lang.
How do you ever understand them?
Before talking to you about Commercial property, let's take a quick look at Investment Cycles in general.
A recent AFR article contained this rather clever chart ... showing an Investor's mood at different points throughout the Cycle.
My reading would be that Australia is currently at the "Optimism" stage of the upturn [...]
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Some Gloom ... Yet More Glee!
Posted on 30. Jun, 2010 by Chris Lang.
The US Federal Reserve is concerned that consumption is still being underpinned by government funding.
And so, even though stimulus measures may be winding down ... the Fed has decided to maintain interest rates at their historically low level.
It seems that households and businesses are preferring to repay debt, rather than spend to encourage investment [...]
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"Things Can Change So Quickly"
Posted on 15. Apr, 2010 by Chris Lang.
ave you stopped to think just how things have changed over the past 25 years?
Just take a look at the global trade figures for the United States, Japan, Germany and Britain.
After the United States, China is now the world's largest economy. However, it is currently the largest exporter; while being the second-largest importer.
Here's a [...]
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CBD Offices on the Move
Posted on 17. Mar, 2010 by Chris Lang.
Westpac has just released an Australia-wide outlook for Commercial property. And it predicts you will start to see growth in rents and values during 2010-11.
s employment numbers grow with the improved economy, demand for Office space will also take off again.
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Election Year Blues?
Posted on 11. Mar, 2010 by Chris Lang.
It's not just rising interest rates that the Rudd government will have to contend with, in the run-up to the next election.
The joy of the resources boom restarting brings with it certain unwanted side effects. What you will start to see is wage rate increases; plus the drawing away of materials and equipment, from other [...]
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"How Baby Boomers affect
your Commercial Property"
Posted on 10. Feb, 2010 by Chris Lang.
Last week, you hopefully gained a clearer understanding of the timing (and impact) Baby Boomers will have on Residential property, until around 2025.
Most people probably feel all this would have little or no impact on Commercial property.
And for some of you, that might be true. But I suspect there are many Boomers, where the effect [...]
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Your Opportunities Moving Forward?
Posted on 21. Jan, 2010 by Chris Lang.
There has been much written already about the global financial crisis.
But in layman's terms, it occurred as a result of capital imbalances occurring throughout the world. And nowhere more so, than in America.
The principal cause can be found with the high levels of US debt-funded consumption. And in order to better understand this distortion, you [...]
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Biggest Economic Threat For Australia
Posted on 13. Jan, 2010 by Chris Lang.
It might surprise you to hear this, however ...
A Strong US Recovery
... would probably be the worst thing to happen for Australia in 2010.
If that occurs, the US Federal Reserve would be forced to quickly raise interest rates, from zero to around 3%. And that would cause the collapse in the Australian dollar from its [...]
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Your Handy Economic Clock
Posted on 27. Nov, 2009 by Chris Lang.
Over the years, you have probably seen various economic clocks explaining the different phases, and their relative timing.
nyway, I came across this rather useful one the other day.
As you'll see, it is actually a "Multi-asset Investment Clock" — in that you have all the sectors displayed together: Shares, Property, Resources and Interest rates.
Furthermore, if [...]
