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Australian house prices fall faster in July

Created at 2 Aug · 2:05 PM2 sources↑ Market-relevant2 events
IN SHORT

Australian house prices fell 0.7% in July, the largest monthly drop since December 2022, as higher borrowing costs and tax concerns hit the market. Prices have declined across most of the nation since May, with Sydney and Melbourne leading the downturn.

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Key Numbers

0.7%national home price fall in July
December 2022last time prices fell this steeply
5.3%annual home price growth
1.4%Sydney monthly price decline
1.2%Melbourne monthly price decline
$928,000national median home price
$1.1mBrisbane median price
$944,000Adelaide median price
$1.03mPerth median price
15%fall in home loan applications
53.6%auction clearance rate

Who's Involved

Cotality
property consultant showing national home price falls
Michele Bullock
Reserve Bank of Australia Governor
NAB
reported a 15% fall in home loan applications
Westpac
reported falling mortgage demand
Equifax
reported falling mortgage demand
Loan Market
reported falling mortgage demand

↳ Why This Matters

The sustained decline in Australian home prices and housing demand, driven by rising interest rates and tax changes, signals a significant cooling of the property market. This downturn could have broad economic consequences due to the sector's extensive ties to various industries and may influence future Reserve Bank of Australia monetary policy decisions.

Key facts

  • National home prices fell 0.7% in July, the largest monthly drop since December 2022.
  • Prices have declined across most of Australia since May, with Brisbane, Adelaide, and Perth experiencing drops.
  • Sydney and Melbourne led the monthly decline with price drops of 1.4% and 1.2% respectively.
  • Higher borrowing costs and proposed tax changes for property investors are impacting buyer confidence.
  • Reserve Bank of Australia Governor Michele Bullock noted the slump in demand and expects prices to settle.
  • Auction clearance rates improved slightly to 53.6%.

Australian home prices experienced a significant downturn in July, marking the second consecutive month of steep declines. National home prices fell by 0.7% from June, the largest monthly drop since December 2022, according to data from property consultant Cotality. Annual growth has decelerated sharply to 5.3%, a notable slowdown from earlier in the year.

Sydney and Melbourne were the primary drivers of the decline, with prices falling 1.4% and 1.2% respectively, pushing both cities more than 5% below their recent peaks. The slowdown has extended to other markets, with Brisbane, Adelaide, and Perth also experiencing price drops. Regional home values fell or stayed flat in every state in July.

The weakening housing market has been a recurring topic for Reserve Bank of Australia Governor Michele Bullock, who expressed surprise at the slump in house prices and housing demand since May. She attributed the slump to falling buyer demand and expects things to settle down as people adjust to new rules. Proposed changes to tax benefits for property investors are likely affecting buyer confidence, while higher borrowing costs also contribute to the slowdown.

Buyers and sellers are showing signs of adjustment, with auction clearance rates edging up from their June low. However, the number of new listings declined in July as sellers held off going to market to wait out weak conditions. NAB reported a 15% fall in home loan applications in the three months to June compared to the previous quarter.

Frequently asked questions

Higher borrowing costs and unease over proposed tax changes for investment properties are accelerating the downturn in the Australian housing market.

Sydney and Melbourne are leading the monthly decline, with prices falling 1.4% and 1.2% respectively in July.

Reserve Bank of Australia Governor Michele Bullock has repeatedly mentioned the marked weakening of the housing market, leading to speculation that the central bank may be finished with interest rate hikes.

What Happens Next

01Potential vendors will continue to assess market conditions.
02The Reserve Bank of Australia will monitor housing turnover for economic impact.

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Cadence

How It Developed

Australian home prices fell 0.7% in July, the largest monthly drop since December 2022.
House prices have fallen in Brisbane, Adelaide and Perth, spreading the market downturn across Australia.
Brisbane's median price has fallen about $8,000 since May.
Adelaide and Perth median home prices have each fallen about $4,000 below their record highs set in May.
Regional Australia’s home values fell overall for the first time since January 2023 in June, and fell or stayed flat in every state in July.
Nationally, the median home price is now $928,000, about $19,000 below its March peak.
Sydney, Melbourne and Canberra median prices have respectively fallen $69,000, $39,000 and $22,000 since February.
The housing market has slowed since February, when the Reserve Bank of Australia began to hike interest rates.

Sources

T1
Australia's home price retreat gathers pace in July, Cotality data showsReuters
T1
House prices slide across Australia as Middle East conflict and tax changes begin to biteThe Guardian

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