Contact Insights – April 2021 – Australian Housing
Australian Housing and a site visit to one of our housing-exposed investments
Activity in the Australian housing market is booming as approvals recover and house prices seem to be constantly exceeding expectations – in both metro and regional areas. In this insights piece, we look into some of the macroeconomic factors at play. We also share our thoughts on a small cap property company that we hold in the Contact Australian Ex-50 Fund, Cedar Woods Properties (CWP). In recent weeks, we visited one of CWP’s signature projects, Glenside in Adelaide.