The NZ Property Market Podcast
Episodes
Post-flood analysis (and the usual data discussion)
16 Apr 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With Nick away in Northland on a family holiday, Kelvin leads the discussion today, joined by ...
Why all the angst to the RBNZ?
11 Apr 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After the RBNZ surprised everyone by lifting the OCR by 50 basis points, Nick and Kelvin dig i...
Banking exposure to flooding
03 Apr 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Amongst the usual review of weekly data and preview of the RBNZ OCR call this week, Nick and K...
What does a recession mean for rates?
27 Mar 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Nick Goodall and Kelvin Davidson have called it, saying it’s “fairly likely” we’ve ent...
Are we in a recession?
20 Mar 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Cyclone Gabrielle and the Auckland flooding are likely to be a major drag on the country’s e...
A bit of everything
13 Mar 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With a much quieter data week Nick and Kelvin find conversation in a range of topics, includin...
Special episode - Women & Property 2023
06 Mar 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In a special edition podcast Nick and Kelvin are joined by Eliza Owen, Head of Research for Co...
Plenty of data, some to be cautious of
06 Mar 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With the CoreLogic House Price Index (HPI) for February out last week, a question came up abou...
RBNZ stick to their guns
26 Feb 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!This week it is all about the Reserve Bank's latest Monetary Policy Statement (MPS), and ...
What now, for the OCR?
20 Feb 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Firstly, our thoughts are with all those affected by Cyclone Gabrielle and the damage it has c...
State of the investor market
13 Feb 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!**Please note the original upload of this week's podcast was an older file. This has been...
Momentum gathering for reduced OCR lift
07 Feb 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Coming from a data-heavy week, including the all-important labour market statistics, most of t...
4. Heaps of data and a chat with Tom Coad about key banking issues
30 Jan 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With Nick away on holiday in and around Queenstown this week, Kelvin takes the reins and is jo...
3. This week’s CPI more important for property than change of PM
22 Jan 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!What else could start off this week’s discussion than the change of Prime Minister? Ultimate...
Looser LVRs won't bolster house prices this year
16 Jan 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Apologies for the short audio cut-out at about 16 minutes. Please plough through it.After a bu...
Why the recent moderation in value falls is a false dawn
09 Jan 2023
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The CoreLogic House Price Index (HPI) for December provides the perfect platform to close out ...
2022: a reminder that house prices can go down too
18 Dec 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!For the final episode of the year, where else could we start than with the just-completed FIFA...
Migration strength, construction weakness
12 Dec 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With no official macro economic data releases in the last week Nick and Kelvin take a look aro...
The downturn isn't over yet
06 Dec 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The discussion kicks off this week on the topic of house prices, with the CoreLogic Index last...
The final Monetary Policy Statement for 2022 is finally here!
28 Nov 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After the hotly anticipated Monetary Policy Statement was released last week Nick and Kelvin h...
Plenty of data plus the RMA
21 Nov 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!While Nick and Kelvin keenly await the next RBNZ Monetary Policy Review, being released on Wed...
RBNZ back in the spotlight
14 Nov 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!A number of releases/announcements from the RBNZ once again dominate the discussion. We'v...
Put aside the central scenario - what are the plausible risks?
07 Nov 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After a largely successful weekend of sports results, the dominant property issue for today’...
Data from all angles
31 Oct 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!A number of data releases from a range of locations, but it still all boils down to businesses...
Inflation, OCR, interest rates and the housing market
25 Oct 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!There are no surprises what forms the bulk of this week's podcast - inflation! With the l...
Outlook remains constrained
17 Oct 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After a quick chat about the latest CoreLogic CCCI report on construction costs the focus quic...
RBNZ not backing down from inflation fight
10 Oct 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The RBNZ increased the OCR by the expected 50 basis points last week but along with it opined ...
Lending, jobs, confidence and consenting data
02 Oct 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Making up for a few quieter weeks of data releases, this week the show is jam packed of offici...
A look back at assessing the housing system
27 Sep 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After yet another quiet week for data releases Nick and Kelvin take the opportunity to better ...
No recession, but weakness still abounds
19 Sep 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Making up for a quieter week prior, last week had a few of the more higher profile data releas...
First home buyers still out there
12 Sep 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!It was a quieter week of data releases last week with just the CoreLogic Buyer Classification ...
S3.E34 - House price falls gain momentum, but…
05 Sep 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The Corelogic House Price Index showed the downward trend in property values gather steam in A...
Guest Episode - Mark Harris at Sotheby's
01 Sep 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In another special addition podcast, Nick is joined by Mark Harris, Managing Director of Sothe...
S3.E33 - Construction insight, from the ground
28 Aug 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!This week Kelvin opens discussion with a summary of his trip to Rotorua to be on a panel at th...
S3.E32 - August Monetary Policy Statement Review
22 Aug 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!No surprises for guessing what the topic of interest is this week - the RBNZ's August Mon...
S3.E31 - Should first home buyers wait?
15 Aug 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!This week, Nick and Kelvin lead the podcast with a discussion about whether first home buyers ...
Guest episode - The Australian Housing Market
11 Aug 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In another special edition guest podcast, Nick and Kelvin welcome their Australian counterpart...
S3.E30 - Value falls continue, negative equity prospects?
08 Aug 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The CoreLogic House Price Index (HPI) for July leads the discussion today and flows through to...
S3.E29 - Stats NZ CPI correction & lending insights
01 Aug 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!First up this week is a correction from last week's show, where reference to the 'ho...
S3.E28 - Will bad news bring good news?
25 Jul 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Last week, A stronger than expected CPI figure led to some economists changing their forecasts...
S3.E27 - Further weakness and more to come?
18 Jul 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The RBNZ's decision to lift the OCR by another 0.5%, to 2.5%, was entirely expected, howe...
S3.E26 - CoreLogic data week, plus interest rates to the fore
11 Jul 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Kelvin is out of isolation and there is plenty of data, particularly from CoreLogic, to chew o...
S3.E25 - A whole lotta data
04 Jul 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Plenty of data and other releases to cover this week, starting with RBNZ lending data for May....
S3.E24 - A new lens on affordability?
27 Jun 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Infometrics' release of their new report "Housing update: A new lens on affordabilit...
S3.E23 - Recession consideration & how bad for the property market?
20 Jun 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!A number of relevant economic and property market releases lead to a wide-ranging discussion o...
Guest Episode - Climate Panel preview with Ivan Diaz-Rainey
14 Jun 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In this special edition guest podcast, Nick interviews Ivan Diaz-Rainey, from the Univerity of...
S3.E22 - The lending environment...again
13 Jun 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In amongst some wild weather over the weekend, credit conditions and interest rates are back a...
S3.E21 - HPI, new builds and confidence
07 Jun 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In what was a relatively quieter week for property market data, Nick and Kelvin spend a bit of...
S3.E20 - Heck of a forecast for the OCR
30 May 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!No surprises what dominates the conversation this week - the OCR. And not the rate itself but ...
S3.E19 - The Budget, Pain & Gain and the importance of buyer research
23 May 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In an absolute bumper episode Nick and Kelvin first cover off the just released CoreLogic Pain...
S3.E18 - First home buyers suffer, values hurting
15 May 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The latest 6-monthly CoreLogic first home buyers report clearly illustrated the recent struggl...
S3.E17 - Downturn sets in, vulnerability ahead
09 May 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Last week's release of the April CoreLogic House Price Index provided the strongest evide...
S3.E16 - RBNZ keeping us busy again
02 May 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Once again the Reserve Bank has kept us on our toes with a number of releases in the last week...
S3.E15 - Inflation of everything
26 Apr 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!There's a lot to cover in Nick's first day back from holiday, with inflation data th...
S3.E14 Latest OCR hike may have made Easter eggs taste a little bitter
19 Apr 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Fresh after Easter – including Nick’s time away celebrating his birthday and a family holi...
S3.E13 - What's to blame for increasing prices?
11 Apr 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Nick is back on deck after household COVID isolation and there's lots of data and other i...
S3.E12 - Economic confidence is still weak
04 Apr 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Nick starts this week by removing the elephant in the room – he has COVID! Tough weekend, bu...
S3.E11 - Using the right data to assess the market
28 Mar 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!As the market moves through a distinctly different phase than the last couple of years, it&apo...
Guest Episode - Sold on Kāpiti
23 Mar 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In this special guest episode Nick chats to the team of agents who make up the Sold on Kāpiti...
S3.E10 - Market weakness confirmed, what next?
21 Mar 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With REINZ data for February confirming the market slowdown, many questions are turning to the...
S3.E9 - CCCFA tweaks announced but market definitely weakening
13 Mar 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Some hugely relevant data to cover off this week, and very timely, after the Government last w...
Special Episode - Women and Property 2022
07 Mar 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In this special edition podcast, to recognise and celebrate International Women's Day 202...
S3.E8 - Buyers market arrives sooner than expected
07 Mar 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!It’s another busy week in the property market, with a huge range of data and topics to cover...
S3.E7 - The future of interest rates
27 Feb 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Covid may have hit the CoreLogic Research Team this week, as Kelvin and his whanau have woken ...
S3.E6 - Past the peak?
20 Feb 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Straight into it this week with the REINZ HPI leading the way after reporting another drop in ...
S3.E5 - Construction costs up, first home buyers down
14 Feb 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!First up this week is a recap of the Cordell Construction Costs Index (CCCI) for Q4 which was ...
S3.E4 - The tightest labour market ever
08 Feb 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After recapping the results from the CoreLogic House Price Index (HPI) release for January Nic...
S3.E3 - Lending data remains solid
01 Feb 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!December's lending data from RBNZ showed a drop in the total value but perhaps not as muc...
S3.E2 - Rents, REINZ and the shift to Red
24 Jan 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The shift to red in the Covid traffic light system brings with it a quick chat about the poten...
S3.E1 - Lending act changes under the microscope
18 Jan 2022
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Ngā mihi o te tau hou pakeha (Happy New Year) and welcome to the first podcast for 2022. Nick...
S2.E53 - Final Buyer Classification, rental index and GDP for the year
20 Dec 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In the last podcast for the year, Nick and Kelvin round out all the latest data releases, incl...
S2.E52 - 2021 review and 2022 preview
13 Dec 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With no major data releases in the last week, Nick and Kelvin take the opportunity to do a min...
S2.E51 - November HPI, listings and business confidence
05 Dec 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After a quick acknowledgement of Kelvin's Birthday and the incredible achievement of Ajaz...
S2.E50 - RBNZ (yet again!)
29 Nov 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Yet again the Reserve Bank is front and centre with a number of releases to chew over. In the ...
S2.E49 - Debt to income caps getting closer
22 Nov 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After running through the two big CoreLogic releases from last week (CCCI report and Pain &...
S2.E48 - First home buyer strength, rents and business health
14 Nov 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Off the back of the release of the CoreLogic First Home Buyer report for Q3, Nick and Kelvin d...
S2.E47 - CoreLogic HPI and RBNZ FSR
08 Nov 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Nick and Kelvin firstly review the Corelogic House Price Index data for October before getting...
S2.E46 - The lending environment and macroeconomic situation
01 Nov 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With plenty of change occurring and more coming in the lending space, Nick and Kelvin spend a ...
S2.E45 - More inflation and another housing announcement
25 Oct 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In episode 100, Nick and Kelvin briefly chat about the origin and story of the podcast before ...
S2.E44 - Property Vulnerability Index and rental growth
17 Oct 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Last Tuesday we officially launched the Property Vulnerability Index and accompanying report. ...
S2.E43 - The RBNZ lifts the OCR
10 Oct 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!With the RBNZ lifting the OCR, from 0.25% to 0.50%, as widely expected, Kelvin and Nick spend ...
S2.E42 - September House Price Index and what is a new build?
04 Oct 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The CoreLogic September House Price Index was released last week and aside from a further slow...
S2.E41 - Reserve Bank confirms tighter lending restrictions
26 Sep 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!As they regularly do, the RBNZ keeps us busy and provide plenty of talking points when it come...
S2.E40 - What's happening with rents?
20 Sep 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Rental price data is one of the most highly anticipated data releases these days with so much ...
S2.E39 - Housing affordability as worse as its ever been
13 Sep 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Housing affordability is probably the number one topic of interest for kiwi right now (yep, ab...
S2.E38 - The Reserve Bank takes aim at first home buyers
06 Sep 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The CoreLogic House Price Index for August was released last week and while the overarching tr...
S2.E37 - It's different this time
30 Aug 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!After a busy week of media interviews, in response to the release of the Pain & Gain repor...
S2.E36 - Back in lockdown!
23 Aug 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!What timing for the lockdown to occur! Just as we were awaiting the Reserve Bank Monetary Poli...
S2.E35 - Buyer activity, construction costs and MPS preview
16 Aug 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!According to the Corelogic Buyer Classification, first home buyers secured their largest (equa...
S2.E34 - More changes, now hitting first home buyers
09 Aug 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!It seems the property market is allergic to having a quiet week, with the biggest news in the ...
S2.E33 - All eyes on employment data
02 Aug 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!A big week of data releases in the last seven days are all in some way, shape or form linked t...
S2.E32 - State of the market
26 Jul 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!This week Nick joins Kelvin in Christchurch to record in person for the first time ever! A lo...
S2.E31 - OCR hike on the horizon
19 Jul 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In a big week for economic data the chances of a lift in the official cash rate (OCR) have inc...
Special guest: Rupert Gough
15 Jul 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In a special guest podcast Nick chats to Rupert Gough, CEO of Mortgage Lab.With so much going ...
S2.E31 – The decline for mortgaged investors is well and truly underway, and there’s no room for dogmatism here
11 Jul 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!We start by looking at the Buyer Classification data for June, and it showed that the expected...
S2.E30 - Slowdown or downturn?
05 Jul 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!The latest CoreLogic House Price Index data threw up a few surprises regionally - Gisborne, Ne...
S2.E29 - Three months later - impact of Govt changes
28 Jun 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!We're now three months since the 'big, bold' Government housing announcement, w...
S2.E28 - Reserve Bank granted potential use of DTI limits
21 Jun 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!Last week the Reserve Bank were technically granted permission to add debt-to-income (DTI) lim...
S2.E27 - Buyer activity, listings and inflation 101
14 Jun 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In a slightly shorter pod than usual, Nick and Kelvin review the latest CoreLogic Buyer Classi...
S2.E26 - May House Price Index and stories from the road
08 Jun 2021
Contributed by Lukas
Send us a question/idea/opinion direct via text message!In a quieter week for data releases Nick and Kelvin share a few anecdotal stories from a week ...