Market intelligence · Q3 2026

What passed the screen. What failed. And why.

Published every quarter. Same metrics, same thresholds, every market in the country. No sponsorship, no developer stock, no hotspots.

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See the thresholds The track record
Q3 2026 screen · run 30 June 2026 · ABS & CoreLogic
How the screen behaves

Three briefs. Same day, same screen, different budget.

All three were run on 31 August 2026 against identical criteria. The only variable was the price band. No suburb names — those belong to the clients who paid for them — but everything about the shape of the answer is here, and the shape is the interesting part.

Native GHL table + custom bar
Brief A · entry
$356k – $532k
investor brief · 31 Aug 2026
Suburbs surfaced7
States2
Distinct markets4
Median gross yield4.74%
Median ROI (high)19.1%
Median vacancy0.92%
Median days on market43
Regional NSW 3Bendigo 2Ballarat 1Regional VIC 1
Brief B · mid
$566k – $844k
investor brief · 31 Aug 2026
Suburbs surfaced33
States4
Distinct markets8
Median gross yield3.76%
Median ROI (high)14.4%
Median vacancy1.25%
Median days on market33
Melbourne 13Geelong 6Regional VIC 4Bendigo 4Hobart 3Other 3
Brief C · upper
$860k – $1.46m
investor brief · 31 Aug 2026
Suburbs surfaced36
States5
Distinct markets10
Median gross yield3.32%
Median ROI (high)13.6%
Median vacancy1.18%
Median days on market30
Melbourne 16Adelaide 4Canberra 3Regional VIC 3Geelong 2Other 8
0

Not one suburb appears in both the entry brief and the top brief. Zero. They are not the same list with different prices on it — they are different countries. The entry brief returned seven suburbs across two states, all of them regional. The top brief returned thirty-six across five states, most of them metropolitan. Your budget does not just set what you can afford in a suburb. It decides which suburbs exist for you at all.

Every extra dollar bought a worse return

Median gross yield ran 4.74% → 3.76% → 3.32% as the budget rose. Median ROI ran 19.1% → 14.4% → 13.6%. Three briefs, one direction, no exceptions. The cheapest list produced the best returns on paper — which is the opposite of what most buyers assume when they stretch.

But the cheap list is short, and it is all regional

Seven suburbs. Two states. Ballarat, Bendigo, and four regional towns across Victoria and New South Wales. Nothing metropolitan, and nothing in South Australia, Queensland, the ACT or Tasmania. Better numbers, far fewer doors, and 43 days on market against 30 at the top end — thinner demand is the price of the yield.

Budget buys geography

The mid brief was trapped in Victoria: 28 of its 33 suburbs. Only above $860,000 did Adelaide, Brisbane, Newcastle and the Blue Mountains appear at all. If you want a particular city, the honest answer is that your borrowing capacity decided that before you did.

The expensive suburbs scored worst

In the top brief the bottom of the list was the famous names, and it wasn't close. That list is published below, because nobody pays me not to buy in Hawthorn.

Three briefs run 31 August 2026 · identical filters except price band
The rejected list

Named, because rejections cost nothing to publish.

Every agency shows you what it bought. The list below is what came back on the screen and got struck out — by name, with the numbers that did it. This is the half that tells you whether there is a filter at all.

Native GHL table
SuburbBriefPrice1yr priceYieldScoreWhy it failed
HawthornB$1.17m−12.13%3.37%44Worst score of 69 suburbs across both briefs. Down 12% in a year.
PrahranB$1.08m−6.19%3.85%47Falling prices against 54% renters and 58 days on market.
West FootscrayA$707k−4.22%4.19%56Highest stock on market in the band. Supply is winning.
Caroline SpringsA$618k+4.74%3.66%61Vacancy 2.02%, 42 days on market. Growth without scarcity.
GracevilleB$1.39m+5.54%2.89%64Sub-3% yield at $1.4m, 48 days on market.
Ballarat CentralA$668k+7.68%3.49%6653 days on market and 0.29% stock on market — thin demand.
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What stays behind the engagement. The suburbs that passed, at your price point, this quarter. That list is the product — it is tailored to a brief, it moves every quarter, and publishing it would hand it to people who haven't paid for it and to every competitor in the country. Everything else on this page is free.

Where the screen landed

Sixty-six suburbs. Twelve markets. Six states.

This is all three August briefs combined, rolled up to the market level. The screen runs suburb by suburb — it is not a state or region call — but grouped like this you can see which markets are actually producing candidates right now and which are producing one or two.

Filter
MarketStateSuburbsVacancyDays on mktYieldStatus
MelbourneVIC251.50%323.31%Surfacing
Regional VICVIC70.49%383.82%Surfacing
GeelongVIC71.23%263.72%Surfacing
BendigoVIC50.73%463.83%Surfacing
CanberraACT41.31%273.99%Surfacing
Regional NSWNSW41.71%434.70%Surfacing
AdelaideSA40.74%223.58%Surfacing
HobartTAS30.96%184.12%Thin
NewcastleNSW21.10%203.97%Thin
Blue MountainsNSW21.19%203.46%Thin
BrisbaneQLD20.99%583.07%Thin
BallaratVIC10.92%533.49%Thin

Medians across every suburb that surfaced in the three briefs run 31 August 2026. Surfacing means the market produced four or more candidates; thin means it produced one to three. Suburb names go to clients.

Three briefs run 31 Aug 2026 · 66 suburbs · 12 markets · 6 states
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Named suburbs go to clients, not to the internet. The screen publishes at region level so you can see the method working and check it against your own view. The specific suburbs, streets and price points that pass — and the assets inside them — are the engagement, and they go to clients under brief. If you want the names, that's what the call is for.

Track record

What the screen said two years ago

The honest test of a method isn't what it says today — it's what it said before the result was known. Each quarter I republish the calls from two years prior, and what happened since.

Median value change since the Q3 2024 screen
MARKET 01MARKET 02MARKET 03 MARKET 04MARKET 05 +21%+18%+14% +4%+2% SOLID = PASSED THE SCREEN  ·  OUTLINE = SCREENED OUT

One list. Two things on it.

A short email every fortnight — what the data is doing, a market worth watching, a deal I walked away from and why. Then every quarter, the full screen: every market, the thresholds, the walk-away list and what changed. Most people who eventually engage me read a season of these first.

Book a 15-minute call

Free, by phone or video. I'll tell you straight whether I can help.