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Australian investor lending falls, a 'tiny step' toward fairer housing market

Created at 14 Aug · 8:11 AM1 source↑ Market-relevant
IN SHORT

New lending to property investors in Australia dropped nearly 9% in the June quarter, with experts calling it a welcome sign that may reduce competition for first-home buyers. Investment in new builds, however, reached a record high.

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Key Numbers

8.6%investor lending decline in June quarter
5.4%total new home loans drop in June quarter
14.8%investor loans for established properties decrease
4.4%investor loans for new builds increase
2.9%first-home buyer loans drop over quarter

Who's Involved

Mish Tan
ABS head of finance statistics
Saul Eslake
leading housing economist
Maiy Azize
National spokesperson for Everybody’s Home

↳ Why This Matters

The decline in investor lending for established homes may ease competition for first-time buyers and potentially stabilize housing prices, while increased investment in new builds could help alleviate rental shortages.

Key facts

  • New lending to property investors in Australia fell by 8.6% in the three months to June.
  • The total number of new home loans decreased by 5.4% in the same period.
  • Investor loans for established properties saw a 14.8% decline.
  • Loans to investors for new builds reached a record high, increasing by 4.4%.
  • Loans to first-home buyers decreased by 2.9%.
  • New lending to property investors in Australia has fallen sharply, a development described by experts as a positive, albeit small, step towards a more equitable housing market. Data from the ABS reveals that investor lending slumped by 8.6% in the June quarter, contributing to an overall 5.4% drop in new home loans.

    This decline is attributed to a combination of factors, including three official interest rate hikes by the Reserve Bank of Australia and recent federal budget changes impacting investor taxes. Major banks have reported a significant decrease in mortgage applications as a result.

    While lending to investors for established homes decreased by 14.8%, there was a notable 4.4% increase in loans for new builds, reaching a record high. This shift is seen as beneficial, as it may increase rental supply without directly competing with first-home buyers for existing properties.

    Economist Saul Eslake welcomed the fall in investor lending for established homes, stating it reduces competition for prospective first-home buyers. He noted that increased investment in new builds is preferable as it expands the rental stock. Maiy Azize of Everybody's Home echoed this sentiment, suggesting the government's tax reforms are beginning to rebalance the market and challenging the notion that immigration is the primary driver of housing costs.

    Frequently asked questions

    The drop is attributed to interest rate hikes by the Reserve Bank of Australia and changes to investor tax rules in the federal budget.

    Experts suggest the decrease in competition from investors for established homes is beneficial for first-home buyers.

    Investment in new builds has reached a record high, which could increase rental supply.

    What Happens Next

    01Further ABS data releases will track ongoing trends in property investor lending.

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    Cadence

    How It Developed

    New lending to property investors fell 8.6% in the June quarter.
    Total new home loans dropped 5.4% in the June quarter.
    Major banks reported a slump in mortgage applications.
    Lending fell across all borrower types.
    Investor loans for established properties decreased by 14.8%.
    Loans to investors for new builds increased by 4.4% to a record high.
    Loans to first-home buyers dropped 2.9% over the quarter.

    Sources

    T1
    Lending to property investors falls sharply in ‘tiny’ step towards fairer housing market in Australia, expert saysThe Guardian

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