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Nick Lenaghan

Today

China’s enthusiasm for Australian housing cools

Home buyers from China are being squeezed between a slowing economy and high prices for Australian residential real estate.

This Month

Rich Lister strikes three with $170 million Adelaide mall deal

After making a fortune in petrol stations, Nick Andrianakos is reinvesting that wealth into the retail revival, with a string of big mall investments.

ISPT’s Core Fund has a number of significant office assets in the Melbourne CBD. Their valuations have fallen over the last year.

Big industry super property fund plunges to $1.5b loss on write-downs

ISPT, backed by AustralianSuper and other big funds, has written down the value of assets in its flagship vehicle as it prepares to merge into IFM Investors.

A 760-lot project at Alkimos Beach in Perth’s north is one of 12 Stockland is acquiring.

Stockland bumps up earnings after buying Lendlease estates

The mega deal hands 12 greenfield projects to Stockland to develop in the midst of a housing crisis when new homes are in hot demand.   

David Di Pilla flags $4b data centre float

Di Pilla’s group, HMC Capital, now has $2.5 billion of digital infrastructure assets in its control. It plans to spin off the portfolio and list it on the ASX.

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Less than two-thirds of auctions last week were successful on preliminary figures. The final rate is likely to be lower still.

Housing market braces for Trump’s interest rate gyrations

Less than two thirds of homes listed for auction sold in the past week as an already weakening market absorbed the prospects of Donald Trump’s re-election.

October

Property downturn nips into Walker Group profit

The empire founded by the late Lang Walker is powering on, with a $36 billion development pipeline and landmark projects stretching from Sydney to Malaysia.

The downturn in office property may be almost done.

Office funds drop 27pc, but the downturn may soon be over

Rising interest rates, weak demand and the switch to hybrid work have wrought havoc for the office sector over the past two years.

Costello backs negative gearing: ‘It’s not a concession’

Both the former treasurer and Opposition Leader Peter Dutton say negative gearing should be upheld as a basic principle of our tax system.

Giant $1.5b build-to-rent housing project slated for Marrickville

The massive project is put forward as a state significant development. Fully funded, work can begin as soon as approval is granted by the NSW government.

The rate of price growth is already slowing, even in the strongest markets.

‘Be careful what you wish for’ in property tax reform

Any benefit from falling house prices by curbing investor concessions may be short-lived. And there would be a price to pay, say property experts.

There’s nothing stopping staff from asking their bosses for compressed hours.

Office mandates on the rise as jobs market softens: experts

The trend back to the office has further to run in the short term as power swings back toward employers. But there may be limits to that shift.

The rate of price growth is already slowing, even in the strongest markets.

House price growth to slow to 5pc nationally: experts

The pace of house price growth is slowing as affordability constraints and high borrowing costs take the edge off strong underlying demand.

Google HQ, Media House up for grabs

The offerings come after two years of significant upheaval across the office market. But there is growing confidence the down cycle is finally bottoming out.

September

Di Pilla’s $50b funds dream inches closer with major mall deal

If it is finalised, the deal for a stake in the Sydney mall will be a fresh expansion of the rapidly evolving funds platform that went public five years ago. 

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Weak auction markets point to falling house prices

Auction clearance rates have fallen to their lowest level this year, suggesting buyers are worried there is little relief in sight from high interest rates.

ACCC green light for $1.3b Lendlease, Stockland estates deal

The divestment is one of a number of major initiatives that Lendlease boss Tony Lombardo is pursuing in a radical overhaul of the global developer.

Country’s biggest builder warns on housing slowdown

Forget fiddling with tax settings and focus on fixing red tape and the tradie shortage to deliver more housing, says Metricon boss Brad Duggan.

From left: Greg Goodman, Tarun Gupta, Clare O’Neil, David Harrison and Scott Langford.

Australia’s most powerful people in property for 2024

Interest rates and construction costs are wreaking havoc and creating new winners and losers. Perhaps the biggest power shift is the fading influence of the CFMEU.

Pointing down or flatlining? Higher costs are shrinking the pipeline of new apartments.

Apartments taking two-and-a-half years longer to deliver: Urbis

The forecast delay in supply comes as pressure is increasing on the federal government to navigate political opposition to key planks in its housing policy.

Original URL: https://www.afr.com/by/nick-lenaghan-j7gcq