The Fin What’s behind the relentless rise in house prices
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Nov 12, 2025 Join John Kehoe, Economics Editor at the Australian Financial Review, and Michael Bleby, Deputy Property Editor, as they dissect the intriguing dynamics of the housing market. They delve into the RBA's inflation challenges and explore why house prices have skyrocketed again. With a pause in rate cuts, they discuss investor enthusiasm and the potential consequences on property prices. The guests also highlight the expanded first home buyer scheme and its possible effects on demand. Tune in for insights that could shape your understanding of today's real estate landscape.
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Investor Buys Out West To Stretch Capital
- John Kehoe described buying an affordable two-bedroom investment property out west instead of an expensive inner-city one-bed.
- He said they plan to reassess selling or refinancing later to buy a place they want to live in.
Housing Gains Are Rapid And Widespread
- National home values rose 1.1% in October, the fastest monthly growth in over two years.
- Over five years national values climbed about 47%, lifting the average above $1 million.
Inflation Miss: Temporary And Sticky Drivers
- The RBA missed on underlying inflation: it forecast 2.6% but September showed about 3.0%.
- Some drivers are temporary (fuel, travel, council rates) while others are stickier, like construction costs and services.