The NZ Property Market Podcast
Brought to you by Cotality, formerly CoreLogic. Each week co-hosts Nick Goodall and Kelvin Davidson will bring you all the latest news, stats and insight to keep you up to date with everything to do with the NZ residential property market. Including sales volumes, house price indices, buyer activity, interest rates, loan-to-value ratio restrictions and all of the macro economic factors that influence our largest asset class. Contact us on twitter @NickGoodall_CL or @KDavidson_CL
This podcast is for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. The hosts are not licensed Financial Advice Providers in New Zealand. All information is of a general nature and does not take into account your personal situation or goals. Please consult a qualified professional before making any financial decisions.
Episodes
388 episodes
CPI Q1: The ho-hum 3.1% and a rural roundup
The Q1 2026 CPI data is finally in, landing at a ho-hum 3.1%. While it’s technically above the target band, the market has already moved on to the next big question: exactly when will the RBNZ hold its nerve no longer and lift the OCR?Th...
FHB dominance and the diesel shock
Wellington is drying out after a night of torrential rain, but the economic data remains heavy. This week, Nick Goodall and Kelvin Davidson unpack the
CCCI Q1 results: the calm before the transport-cost storm?
This week, Nick Goodall and Kelvin Davidson break down the Q1 2026 Cordell Construction Cost Index (CCCI). Wh...
OCR Special: Vigilance, ceasefires, and the pre-emptive threat
The RBNZ keeps the OCR at 2.25%, but with inflation forecasts shifting to 4.2% for June, the wait and see period has a very clear focus on rising costs.In this special reactionary episode, Nick Goodall and Kelvin Davidson break down toda...
March HVI: A line in the sand?
March data confirms a property market upturn was underway - but global second-round inflation risks may have just drawn a line in the sand.In this episode, Nick Goodall and Kelvin Davidson break down the
Australia, New Zealand, and Uncertainty
In this episode, Kelvin Davidson hosts Gerard Burg, Head of Research in Australia, to discuss the global economic environment, differences and similarities between Australia and New Zealand, and their impacts on the housing markets. They explor...
Market fatigue and the stagflation shadow
This week’s episode explores the sluggish start to 2026, where a weaker-than-expected Q4 GDP result meets a growing sense of sales fatigue. Nick and Kelvin break down why the movers are the key to the next price cycle and how the Reserve Bank m...
The affordability reset: is the handbrake finally off?
The Q4 Affordability Report is out, and the data shows a significant shift in the New Zealand housing market. After four ye...
Petrol shocks & global tensions: Will the RBNZ hike interest Rates?
A surprise 0.2% rise in national property values meets a shifting global landscape. Nick Goodall and Kelvin Davidson analyse how geopolitical tensions could force the Reserve Bank's hand.In this episode, the research desk tackles ...
The January lending reset & the record-breaking FHB
January’s lending data has landed, and while the crazy peak of December has passed, the underlying numbers reveal a market that is far from quiet. In this week's Monday morning yarn, Head of Research Nick Goodall and C...
IWD special "Embrace change and lead with curiosity"
In this episode of the New Zealand Property Market podcast, Cotality Head of Research Nick Goodall interviews Nicole Ferguson, National Director of Loan Market NZ to celebrate...
Economic and housing interdependence
This week, following the release of the Cotality Monthly Chart Pack for February, Nick and Kelvin discuss recent sales data, regional buyer t...
OCR hold - balanced and patient
In this episode Nick and Kelvin discuss the Reserve Bank of New Zealand's decision to hold the official cash rate at 2.25%. &n...
All eyes on the new Governor
This week Nick and Kelvin discuss the current state of the economy, focusing on monetary policy, net migration trends, and lending data. They analyse the implications of the Reserve Bank's upcoming monetary policy statement and the ...
A 'good' increase in unemployment?
This week Nick and Kelvin discuss the latest trends in the housing market as reflected in the Cotality Home Value Index for January 2026.<...
Bank switching goes bonkers
This week Nick and Kelvin discuss the recent lending data from the Reserve Bank, highlighting a significant increase in bank switching and refinancing activity. They explore the impact of cash incentives on borrower behavior and the...
Decoding 2026
In this episode of the New Zealand Property Market Podcast, host Nick Goodall and guests discuss the findings of the ...
All about inflation
This week Nick and Kelvin delve into the latest inflation data for Q4, discussing its implications for the official cash rate and the broader economy. They explore the nuances of core inflation, the dynamics of the property market, ...
Construction industry positives
This week Nick and Kelvin discuss the latest trends in the construction sector, focusing on the Cordell Construction Cost Index (CCCI) for...
The year of rebuilding confidence
This week Nick and Kelvin discuss the property market's performance in 2025, highlighting the mi...
The Cotality Home Value Index (Property Academy republish)
In this episode of the NZ Property Market Podcast we republish in full the Property Academy podcast, from OPES Partners where Cotality Head of Research Nick Goodall made a guest appearance to discuss the intricacies of the Cotality Home Value I...
The holiday hotspot battle
In this episode of the New Zealand Property Market podcast, host Nick Goodall engages with Loan Market mortgage advisors from various regions, including Queenstown, Tauranga, and Mangawhai. The conversation explores local market ins...
The economy is back baby!
In this episode Nick and Kelvin discuss the just-released GDP data for Q3, which reported a 1.1% growth in the economy, and what the implications are for the future of the economy and importantly, monetary policy. They analyse the s...