Market Research & Insights

Independent analysis of major market reports from HIA, Cotality, PropTrack, Westpac and other leading institutions — interpreted through the lens of property investors.

CotalityNEW

May 15, 2026

Cotality Housing Chart Pack May 2026: Capital City Divergence Hits 24 Points as Momentum Eases Across All Eight Capitals

Combined-capitals national index up just 1.6% over three months — the softest since April 2025. All eight capitals losing momentum on the rolling 28-day Daily Index. Sydney and Melbourne now in monthly decline (-0.6% each). Capital city divergence at 24 percentage points (Perth +26.0% vs Melbourne +2.0%), the widest in Cotality's modern dataset. Yields expanding nationally for the first time in this cycle. Full chart-by-chart investor analysis.

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PropTrack

May 2, 2026

PropTrack Home Price Index April 2026: First National Price Fall of 2026 — What It Means for Investors

National -0.1%, capital cities -0.2%. Sydney (-0.5%) and Melbourne (-0.3%) the only city-level falls. Houses drove the decline; units flat. Regional Australia +0.2%. Full data snapshot, cross-source reconciliation, scenario analysis (base/bear/bull), tailwinds-vs-headwinds framework, and the May–July investor playbook.

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NAB

April 24, 2026

NAB Housing Monitor April 2026: Big-4 Bank's Call on Prices, Rents and the Two-Speed Market

NAB forecasts ~5% growth for the 8-capital index in 2026. Perth +30% vs Melbourne -2.5% on 3-month annualised. Vacancy 1.6%, rents 5.9%, 235,000 dwellings under construction. Full investor analysis including credit, migration, inflation and risk sections.

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SQM Research

April 16, 2026

SQM Research April 2026: National Rental Vacancy Falls to 1.0% — The Rental Crisis Deepens

Just 31,732 rental dwellings sit vacant nationally. SQM Research's April 15 release shows the tightest vacancy in a year — Darwin at 0.4%, capital city rents at $782.57/week, national rents up 6.6% YoY. Full city-by-city breakdown and investor implications.

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Cotality

April 11, 2026

Cotality Housing Chart Pack April 2026: $12.6 Trillion Market, 9.9% Growth — Full Analysis

Australia's residential property market hit $12.6 trillion in March 2026 with 9.9% annual growth — the fastest since June 2022. Full chart-by-chart breakdown: city growth, rental yields, supply shortfall, auction clearance collapse, and what every data point means for investors.

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Cotality

April 2, 2026

Buy vs Rent Australia 2026: The Cotality Data That Surprises Everyone

Cotality March 2026 data reveals inner Melbourne units are $322/month cheaper to own than rent. Plus: 1.1% vacancy, +11.5% lower-quartile growth, $908K national median. The complete buy vs rent analysis.

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Top 10 SuburbsTOP 10

April 2, 2026

Top 10 Suburbs for Property Investment — April 2026

Perth and Adelaide dominate house rankings with tight vacancy and double-digit growth. Brisbane units surge on Olympics infrastructure. Separate rankings for houses, units, capital growth, rental yield, and under $600K.

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Monthly Review

March 28, 2026

Australian Property Market March 2026: Monthly Review — Two Rate Hikes, Record Profits & Market Divergence

Comprehensive March 2026 analysis: two RBA rate hikes to 4.10%, 95.9% resale profitability (20-year high), geopolitical headwinds, and why supply-constrained markets barely flinched while Sydney and Melbourne softened.

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PropTrack & Westpac

March 27, 2026

PropTrack Westpac Investor Report March 2026 — Sub-$700K Market Analysis

Investor loans up 64%, with 48% targeting sub-$700K properties. Analysis of which affordable markets deliver 15-20% growth and what PropTrack and Westpac data reveals about where capital is flowing.

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HIA

March 27, 2026

Negative Gearing & CGT Changes 2026: HIA Modelling on Housing Supply Impact

HIA independent economic modelling (March 2026) shows reducing CGT concessions and capping negative gearing leads to reduced housing supply. What the data means for property investors ahead of the May Budget.

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Cotality

March 27, 2026

Australia Property Market February 2026: Cotality Home Value Index Analysis

Cotality's February 2026 Home Value Index shows national values up 0.8% — but the story is in the divergence. Brisbane, Perth and Adelaide surge while Sydney and Melbourne stall. Here's what it means for investors.

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