The NZ Property Market Podcast
Brought to you by Cotality, formerly CoreLogic. Each week co-hosts Nick Goodall and Kelvin Davidson will bring you all the latest news, stats and insight to keep you up to date with everything to do with the NZ residential property market. Including sales volumes, house price indices, buyer activity, interest rates, loan-to-value ratio restrictions and all of the macro economic factors that influence our largest asset class. Contact us on twitter @NickGoodall_CL or @KDavidson_CL
This podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.
The NZ Property Market Podcast
HVI results and the 'hopium' of March economic data
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The April Home Value Index (HVI) results are in, and while the national median technically rose by a modest 0.1%, the broader picture is one of a flattening market. This week, Nick Goodall and Kelvin Davidson peel back the layers on the regional divide - why are Auckland and Wellington softening while Christchurch and Invercargill continue to climb?
We also dive into a surprising dose of 'hopium' from the March economic data. With filled jobs up 0.3% and the NZ Activity Index (NZAC) hitting its fastest growth in over three years, we ask if the economy is showing more resilience than expected, or if these are simply lagging indicators of a pre-conflict world.
This week, we discuss:
- April HVI results: The national median is up 0.1%, but regional variability is the real story.
- The regional divide: Why Auckland’s supply pipeline and Wellington’s 'vibe' shift are weighing on values compared to the farming-backed strength of the south.
- March economic resilience: Filled jobs grew by 0.3%, and the NZAC rose 3.2% - could Q1 GDP be stronger than the RBNZ expects?
- Labour market preview: Why we expect the unemployment rate to hold steady at 5.4% this week.
- RBNZ watch: A preview of Wednesday’s Financial Stability Review (FSR) and the ongoing quest for transparency.
- First home buyer report: A teaser for our upcoming release with Westpac, including surprising data on buyer ages.
Sign up for news and insights or contact on LinkedIn, X @NickGoodall_CL or @KDavidson_CL and email ngoodall@cotality.com or kdavidson@cotality.com
This podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.
