QMI: September 2025

I am happy to present our Quarterly Market Insights (QMI) report for the September quarter.

As 2025 draws to a close, shifting economic conditions, evolving consumer sentiment, and varied regional performance continue to define the landscape. This edition of QMI brings together leading experts to help make sense of these dynamics.

In this quarter’s feature analysis, Oliver Hume Chief Economist Matt Bell takes a comprehensive look back at the performance of key land markets throughout 2025. Matt’s data-driven perspective sets the foundation for understanding where the market stands today and is supported by extensive data on key markets in Melbourne, South East Queensland and Adelaide.

This issue also includes CEO Julian Coppini’s thoughts on what to expect in 2026. With interest rate expectations shifting rapidly, Julian explores how current monetary policy settings and the timing of anticipated rate cuts will continue to shape buyer behaviour. The article highlights that the RBA remains the single most significant driver of market conditions, and that changing expectations around potential cuts are already influencing sentiment.

This QMI also features a compelling suite of expert contributions. Villawood Property Advisory Board member Kathy Mitchell offers an insightful take on community development trends, Cotality Australia’s Head of Residential Research Eliza Owen offers an insightful take on Australia’s housing market, noting strong value growth amid tight supply and demand pressures, Quantify Strategic Insights Head of Research Rob Burgess discusses the role of greenfield development in tackling the housing crisis, and The Urban Developer Editor Taryn Paris takes a look at some of the issues and challenges facing the market.

Mitchy Koper & Lilly Mackay