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Australian Housing: Bubble or Not?

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Rupert Hargreaves
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Australian Housing: Bubble or Not? Guest post by Jonathan Rochford, CFA, Portfolio Manager of Narrow Road Capital Pty Ltd

The debate is well and truly on over whether Australian housing is getting bubbly. The media sees its job as to create a conflict so those trying to form a view from reading general commentary could be left thinking that everyone is either a full bubble proponent (see LF Economics, Roger Montgomery or Zerohedge) or of the balanced market view (see your local real estate agent or property developer). Out of all this I found two graphs very helpful – one that aligns with either side of the debate. Both graphs go back to basic demand and supply mechanics.

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

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