Market Sentiment

Its obvious to me that market sentiment is changing...

On PC... significant reduction in posts on "Lets Hype Threads". The only market I see being hyped up is Tassie and US?? We also have a thread "When will Brisbane boom", the penny has dropped.

Also not seeing so many threads on developments/projects compared to 12 months ago.

Many negative threads relating to property as data comes out, with evidence that certain markets softening.

Lots more concerns regarding interest rates rising in Australia and threads relating to this and APRA. Twelve months ago we would not care less, however now we see the impact of APRA

Threads on land and house packages completely slowed down? My guess its not making sense anymore

Cryptocurrency gone quiet

Concerns share market is close to peak, plenty of threads on this.

Plenty of threads retiring and the need to mix it with property and shares.


What do you guys make of all this???? The sky is not falling, but playing ground is changing or is everyone in denial....


MTR

 

Yeah its changin'............ Sydney...is correcting....Melbourne is now apprachin' dizzing heights.....Geelong, Hobart are startin' to boom

As for retirin'......well there maybe a share correction in the midst.

I think the US market is ogin' to be interestin'.....it could tank..if that does it will be interestin' for property there....I have put my money in markets which don't concentrate on the USA....but lest see...I might need to pull money out in a hurry..

 

Sydney and Melbourne changed. My mates who couldn’t wait to buy their PPOR (a few couple) are not even going for house opens anymore. They are waiting for prices to slide further before the buy.
A friend bought a 2 bedder in Bondi, she is allegedly 12% down. Stupid idea in the first place if you ask me.

Not sure about Brisbane? I would assume if the rates increase Brisbane will be affected as well and prices should start sliding. Happy to be corrected.

I think crypto has some way to go. Especially if markets correct. People will need to park their cash somewhere. The craze is not over yet.

 

I am now leveraging in US, managed to get loans from growth/equity, keep increasing cashflow and diversify.
Lets review at end of 2018, I predict continued growth in US property markets

 

I thought crypto did correct???

 

It’s corrected alright. But is still worth odd $450B. For what it’s worth, I personally think it’s worth nothing. So the fact that there is value attached to it means to me that it didn’t properly correct yet.

 

What are your thoughts about Brisbane?

 

T'was but a flesh wound....

 

Right
I thought bitcoin dropped 50% ???

 

Not looking, but from what I have read on PC and some experts, connect the dots

Fragmented market

Oversupply of apartments/units impacted on all markets

Some movement in inner circle, deve sites??

Wont see same growth as experienced in Syd/Melb boom, fundamentals dont stack up

Plenty about this topic on my thread I started many months ago

Why brisbane did not boom?
I will try to find the link

 

Thanks @MTR

 

Yup! Long term that's pretty much BAU... Not for the feint of heart....

 

The usual story those thst got in early will be sitting pretty

 

It think it's simply a time of stagnation until wages catch up - no real wage growth for many years now - and with the warning of impending interest rate increases, please will be consolidating and paying down their debt.

Time for the cash as, I suspect, we're somewhere between 12 and 2

 

Over the last few years there HAS already been a lot of growth in certain markets. Just last year these markets results, and the list is not exhaustive. I concur there has been no boom, but defiantly very decent growth in the right areas with the right stock. Generally the issue is a lot of investors can't afford the areas/stock or the price point is beyond their risk profiles.

2017-2018. Some results. Quite a few other middle ring areas also did well.

 

I guess that is what I meant by fragmented market.

Good on those who purchased in the growth suburbs. I assume these are houses, not units.

In boom times you can throw a dart and make money.

MTR

 

My feeling is sentiment has turned very negative, in the media, around the water cooler, everywhere. Bit of a game changer.

 

Yes, that's because we are now seeing markets cool its that simple, fear sets in and investors sit on their hands, this combined with APRA

 

Agreed. That's why I am most impressed by those who have some good DD skills and are able to make intelligent guesses as to where value is hiding in all kinds of markets. To me investing is really identifying value in areas that others have failed to, then capitalising on those opportunities.

 

I agree

I think where investors get burnt is not paying attention to market changes and continuing to buy at peak, seen this so many times......

They call it greed...... perhaps???