Tim Lawless

speaker
584 appearances 2 recordings 2 series first heard Jun 2026 last heard 8 Jul

Tim Lawless’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

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Not necessarily just because inflation might be higher for longer or interest rates might be higher for longer.
This downturn is multifaceted.
Normally, when the market moves through a downturn, it's through a singularity like interest rates rising or a credit tightening period or a shock like the GFC.
This period we're moving into now has...
Record levels of unaffordability, high interest rates, deeply pessimistic levels of confidence, which will gradually change now that the Strait of Hormuz is open.
We're already seeing a little bit of a lift in confidence, but from very low levels, and a structural change in taxation policy as well.
All these things, I think, are adding to the headwinds for housing markets that are
Yeah, in many ways, we're unprecedented that we'd have this array or this diversity of negative factors influencing the market.
But we still have some positives in the sense that, as we talked about, supply levels are really low.
Demand from population growth is still quite strong as well.
These are the factors, I think, that will probably stave off a more material correction.
Yeah.
Yeah, there's always going to be, I think, a fairly diverse tapestry of outcomes.
For example, if I think around the capital cities, in my mind, Melbourne is probably the best placed market to outperform over the medium to long term.
And the reason I say that, even though it's probably a little bit counterintuitive because that market's been extraordinarily weak, that's part of the reason why it is very affordable.
You're talking about in terms of yields?
No.
No.
Well, yields are higher in Melbourne, but they're not standout.
They're sort of still sub 4% gross, at least on average.
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