澳大利亚房地产市场正经历自2022年12月以来最严重的下滑。[2]上月全国房价下跌0.7%,为该时期以来最大单月跌幅。[2]其中悉尼和墨尔本的跌幅最为显著,分别下跌1.4%和1.2%,两市房价均较近期高点下降超过5%。[2]布里斯班下跌0.6%,阿德莱德下跌0.2%,而珀斯则逆势上升0.1%,年增长率达21.8%。[2]
高端房产市场成为此轮调整的主要驱动力。[2]过去三个月内,高端房产价格下跌3.2%,而低价区域则上升0.3%,表明价格压力集中在市场上端。[2]全国房价年增长率已大幅放缓至5.3%,远低于今年早些时候的两位数增长水平。[2]地区房产市场也出现下跌0.2%的情况,这是自2023年1月以来的首次下行。[2]房地产分析公司Cotality研究主管Gerard Burg指出,"买卖双方对价格预期存在不匹配",反映出市场中的分歧。[2]与此同时,租赁市场压力持续,全国中位数租金在过去五年内上升超过200澳元/周。[2]
Australia's residential property market has entered its most significant downturn since December 2022, with national prices falling 0.7 percent last month—the largest monthly decline in nearly two years [2]. This pullback reflects a dramatic shift from earlier in the year, when annual growth rates reached double digits; the year-on-year increase has now moderated to 5.3 percent [2].
Major cities are leading the correction, with Sydney and Melbourne recording declines of 1.4 percent and 1.2 percent respectively, both now more than 5 percent below recent highs [2]. Brisbane fell 0.6 percent while Adelaide dropped 0.2 percent, though Perth bucked the trend with a modest 0.1 percent gain and an annual growth rate of 21.8 percent [2]. The downward pressure is being concentrated in the premium segment, where prices have fallen 3.2 percent over three months, while lower-priced properties have risen 0.3 percent [2]. Regional markets have also entered negative territory, declining 0.2 percent in what marks their first downturn since January 2023 [2].
According to Cotality research director Gerard Burg, the market is being hampered by a fundamental mismatch in expectations [2]. "Buyers and sellers have divergent views on pricing," Burg observed [2]. Meanwhile, the rental market continues its upward trajectory, with national median rents rising more than 200 Australian dollars per week over the past five years [2].