The Landlord Class on the Eve of Reform: Age, Leverage and Wealth
Three ATO datasets, one reform-eve landlord class. The nation's landlords have never been older — the 60+ cohort now holds 27.5% of rental interests, up from 14.7% in 1999–2000, while under-30 landlords declined in absolute numbers. Negative gearing's loss-share reversed...
The Absorption Gap: Population Growth vs Building Approvals Across 546 LGAs
Population growth tracks building approvals closely across 546 LGAs (r = 0.952) — but Western Australia absorbs growth at 4.63 persons per approval, nearly double Victoria and NSW. Splitting population growth by migration source reveals why: inner and middle-ring Perth...
The Two-Point Trap: Why Ten Apparent LGA Declines Weren’t What They Seemed
Screening ten LGAs with apparent declining approvals against their full quarterly history — not just the two headline numbers — confirms three real declines, flags one active recovery misread as a fall, and clears six false signals. An APN Codex...
The Vertical Rebound: Inner-Urban Apartment Approvals Across Four Capitals
Inner-urban apartment approvals collapsed in early 2023 and rebuilt across four capitals — Melbourne, Sydney, Adelaide and Perth — not as a smooth climb but as a rising quarterly floor beneath genuinely lumpy, single-project-driven data. An APN Codex analysis of...
The Two-Speed Recovery: How Australia’s Approvals Cycle Split by State
National dwelling approvals moved through a full cycle between July 2022 and May 2026 — a 36,180 trough in early 2023, a 50,997 peak in mid-2025, and a state-level split where Western Australia kept climbing through the recent pullback while...
The Approval Gap: Population Growth and Building Approval Intensity Across 70 Australian LGAs
Population growth and building approvals correlate strongly across 70 LGAs (r = 0.84) — but 24 LGAs depart from that pattern by 1.75 dwellings per 1,000 residents or more. Eleven established, mostly high-advantage suburbs under-build relative to their own growth;...
