The hidden divide in house price performance

Residential property is often discussed as a single asset class, yet not all properties have historically delivered the same outcomes. In this white paper, Antony Cohen, James Hooke and Evan Thornley explore the factors that have historically separated stronger-performing homes from the broader market, drawing on an analysis of 6.4 million Australian property transactions.

The paper examines the hidden divide in house price performance, highlighting the characteristics associated with stronger long-term capital growth and greater resilience during periods of market weakness. It provides a data-driven perspective on why broad market averages can overlook the drivers of residential property performance and what investors can learn from the historical evidence.

You can explore these insights further in our white paper.