The Move
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Editorial

The Movement

Market read

Investor money is back · Morwell units are running hot at +20% YoY · while Colac units are softening (-9% YoY).

Mar-26 quarter

Top movers

  • Morwell· unit$323k 19.9%
  • Bonshaw· house$585k 15.8%
  • Sebastopol· house$480k 15.7%
  • Epping· unit$563k 15.6%
  • Caulfield South· unit$1.18m 15.3%

Cooling spots

  • Colac· unit$375k 8.5%
  • Traralgon· unit$320k 5.2%
  • Southbank· unit$555k 4.4%

Yield leaders

  • Southbank· unit6.7%
  • Flemington· unit6.5%
  • Morwell· house5.9%

Investor lending

$41.5b 25.3%

Investor money is back: $41.5b this quarter, up 25% YoY.

Investor — new builds

$1.5b 7.8%

Investors are leaning into off-the-plan apartments: $1.5b, 7.8% YoY.

Investor — construction

$5.6b 20.3%

Investor construction lending is up: $5.6b, 20.3% YoY — H&L cohort is back.

Source: REIV market insights · ABS Lending Indicators (5601.0) · seasonally adjusted

Market Insight
Market Insight

Melbourne's Land Supply Constraints Are Reshaping the H&L Market

New data shows available lots in growth corridors have fallen to decade-lows, pushing developers to repackage smaller allotments at premium prices.

12 March 2025·1 min read