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"It has been a year that has proved to all that housing is a lower risk asset than any other. We have seen share markets adjust by about 40% and our super funds suffer a reduction of something in the order of 40% also. Had they have invested in housing, then we would have seen a significantly less fall in value. For the year to November housing assets across Australia presented a modest rate of growth of 2.97%. Yes, in real terms a reduction of 2%."
“While industry and share markets can expect lower cash flows our housing markets will continue to provide increasing cash flows (rents) which will reduce the risks even further in an environment where interest rates are reducing. Rentals continue to increase across our cities. The rate of rental growth is slowing a little but the basic shortage of supply will continue to cause increases. Yes, in the upper cost areas of our cities we have seen some easing but that is natural given the significant job losses in the finance sector.
In short, housing continues to demonstrate its long term low risk status having adjusted relatively little and is unlikely to adjust much”
“I remain favourably disposed to investment in NSW and in particular Sydney. It has seen a prolonged period of adjustment and the population will cause government to act as we have seen with the recent actions in support of the NSW Government by the Federal Government. There are bargain buys in this market and it is subject to a chronic supply issue. It will provide a total return which will be attractive in the longer term.”
文章作者似乎对sydney房产抱有乐观态度。以cash flow降低风险等待long term capital gain,这点上赞同作者的观点,毕竟residential property的capital gain是不可预期的,而能控制的只是cash flow和property management。 |
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