‘Supply Doesn’t Lie’ Arjun Paliwal – Property Insights Vid Summary
Arjun is the Founder & Head of Research at InvestorKit and co-host of The Property Nerds Podcast. InvestorKit is a data-driven research house and buyers’ agency for property investors.
Coming from a corporate background in CBA, Arjun is passionate about helping people generate income through residential and commercial investments. Arjun’s analysis reaches national markets including Adelaide, Brisbane, and Canberra and their unique market dynamics.
Join Arjun and Mark in this episode of Property Insights as they unpack the ins and outs of data analysis and its application to the complexities of the current property industry.
Key Takeaways:
- InvestorKit’s data collection involves multiple layers, including real estate engine room data, economic data, and on-site property inspections.
- Research suggests that supply is a reliable indicator in the property market, contrasting with varying factors like interest rates, demand, and confidence.
- There is a current shortage of available properties for sale and construction activity in the market. Arjun highlights that, in this context, local owner-occupiers are the primary driving force in the property market.
- Mark and Arjun discuss the impact of wages, affordability, population growth, and price trends on property demand. Arjun breaks down the math to show how wages and their relationship with property affordability are crucial factors affecting property demand.
- While interest rates, demand fluctuations, and COVID-19-related uncertainties have generated confusion in the property market, Arjun predicts that headlines may exaggerate the property market’s volatility over the next 12 months, emphasising the need for context in data analysis.
- What’s coming up? ‘I believe this cliff is overblown.’ Arjun and Mark discuss the ‘mortgage cliff’ and how things will play out in the next 12 months.
