Let The Data Speak

InvestorKit
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Let The Data Speak, formerly known as the InvestorKit Podcast, is InvestorKit's research-driven property investing podcast, hosted by InvestorKit Senior Research Analyst Junge Ma. Our mission is to help Australians create more than $2 billion in equity by 2032 through trusted guidance, expert support and lifelong partnerships. This podcast is one way we deliver on that mission. Backed by the research behind Australia's #1 Buyer's Agency of the Year, every episode cuts through headlines, opinions and speculation to uncover what's really driving Australia's property market. From market cycles and policy changes to emerging investment opportunities, our analysis is grounded in rigorous research, evidence and long-term thinking. Whether you're buying your first investment property or building a multi-property portfolio, our goal is simple: give you the clarity and confidence to make better long-term investment decisions. Originally launched by InvestorKit CEO & Founder Arjun Paliwal, Let The Data Speak continues InvestorKit's commitment to research-led property investing because confidence comes from understanding the data, not following the crowd.

  1. 13 hr ago

    Are Townhouses the Next Best Investment as Houses Become Unaffordable? - with Junge Ma

    Five years ago, more than half of Australia's regions had a median house price under $600,000. Today, that's fewer than 1 in 5. As affordability keeps tightening, more investors are turning to townhouses as the next best option, but do they actually deliver competitive results? Junge Ma, Senior Research Analyst at InvestorKit, breaks down townhouses from two angles, cashflow and long-term capital growth, including an empirical study tracking 300 townhouse resales in Melbourne over 20 years. She also covers exactly what to look for if you do buy one, so you're not just settling for "second best." This is a must-watch for anyone priced out of the house market and weighing up whether a townhouse is a smart stepping stone or a compromise.  CHAPTERS:  0:00 - Introduction  2:04 - Cashflow: Townhouse Yields vs House Yields  4:43 - Capital Growth: The 20-Year Melbourne Study  8:02 - Why Townhouses Are Still Worth Considering  10:03 - What to Look For in a Townhouse    🥇🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023, 2024 & 2026" Book your discovery call here: https://www.investorkit.com.au/discovery-call   ✅ HOW WE CAN HELP YOU: By being the most trusted, data-driven Buyers Agency for aspiring investors who wish to create real financial change by helping them invest with confidence, outperform the market, and build a high-performing property portfolio. 👉 https://www.investorkit.com.au ✅ CONNECT WITH INVESTORKIT: Website: 👉 https://www.investorkit.com.au Send your questions to: 👉 arjun@investorkit.com.au Follow us on Facebook: 👉 https://www.facebook.com/InvestorKit Follow us on Instagram: 👉 https://www.instagram.com/investorkit.com.au Subscribe to our YouTube Channel: 👉 https://www.youtube.com/@investorkit Connect with us on LinkedIn: 👉 https://www.linkedin.com/company/investorkit   Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Are Townhouses the Next Best Investment as Houses Become Unaffordable? - with Junge Ma

  2. 19 Aug

    Buy Now or Wait 2 Years for Lower Rates? A Wealth Comparison Model - with Junge Ma

    Should you buy a property now, or wait until interest rates come down? It sounds like a simple question. The answer might surprise you. Junge Ma, Senior Research Analyst at InvestorKit, built a real model comparing two scenarios: buying now with negative cashflow, versus waiting two years for lower rates and better cashflow. Same market conditions, same assumptions where she tracks the actual wealth outcome five years out. She also breaks down what to do if your borrowing capacity doesn't stretch to your ideal market right now, including a look at townhouses as a stepping-stone strategy. This is a must-watch for anyone stuck between buying now or holding off for a "better" moment. CHAPTERS: 0:00 - Introduction 1:38 - Scenario 1: Buying Now 4:51 - Scenario 2: Waiting 2 Years 8:04 - What If Your Borrowing Capacity Has Dropped? 9:47 - The Townhouse Alternative 16:03 - The Real Question to Ask   🥇🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023, 2024 & 2026" Book your discovery call here: https://www.investorkit.com.au/discovery-call ✅ HOW WE CAN HELP YOU: By being the most trusted, data-driven Buyers Agency for aspiring investors who wish to create real financial change by helping them invest with confidence, outperform the market, and build a high-performing property portfolio. 👉 https://www.investorkit.com.au   ✅ CONNECT WITH INVESTORKIT: Website: 👉 https://www.investorkit.com.au Send your questions to: 👉 arjun@investorkit.com.au Follow us on Facebook: 👉 https://www.facebook.com/InvestorKit Follow us on Instagram: 👉 https://www.instagram.com/investorkit.com.au Subscribe to our YouTube Channel: 👉 https://www.youtube.com/@investorkit Connect with us on LinkedIn: 👉 https://www.linkedin.com/company/investorkit   Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Buy Now or Wait 2 Years for Lower Rates? A Wealth Comparison Model - with Junge Ma

  3. 11 Aug

    Tamworth Property Market: What's Really Driving the Growth? - with Junge Ma

    Tamworth has quietly become one of Australia's best performing regional markets, posting 19% growth in the past 12 months alone. But population growth is slowing, vacancy rates are edging higher, and affordability is deteriorating. So what's actually driving the growth, and does it have room left to run? Junge Ma, Senior Research Analyst at InvestorKit, breaks down Tamworth's market pressure across 10 charts covering demographics, sales conditions, rental conditions, & affordability and gives a clear 6-12 month outlook for the market. This is a must-watch for anyone trying to work out whether a market that's already run hard still has momentum left. CHAPTERS: 0:00 - Introduction 1:29 - Market Overview & Cycle Position 2:18 - Demographics & Economic Conditions 4:14 - Sales Market Conditions 6:04 - Long-Term Growth & Supply 7:39 - Rental Market Conditions 9:20 - Affordability 10:37 - 6-12 Month Outlook   🥇🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023, 2024 & 2026" Book your discovery call here: https://www.investorkit.com.au/discovery-call   ✅ HOW WE CAN HELP YOU: By being the most trusted, data-driven Buyers Agency for aspiring investors who wish to create real financial change by helping them invest with confidence, outperform the market, and build a high-performing property portfolio. 👉 https://www.investorkit.com.au   ✅ CONNECT WITH INVESTORKIT: Website: 👉 https://www.investorkit.com.au Send your questions to: 👉 arjun@investorkit.com.au Follow us on Facebook: 👉 https://www.facebook.com/InvestorKit Follow us on Instagram: 👉 https://www.instagram.com/investorkit.com.au Subscribe to our YouTube Channel: 👉 https://www.youtube.com/@investorkit Connect with us on LinkedIn: 👉 https://www.linkedin.com/company/investorkit   Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Tamworth Property Market: What's Really Driving the Growth? - with Junge Ma

  4. 5 Aug

    Should You Still Invest in Property in 2026? Three Resilient Regional Markets - with Junge Ma

    Higher interest rates. Negative gearing changes. CGT discount changes. SMSF changes. It's a fair question right now: is property still worth it in 2026?  Junge Ma, Senior Research Analyst at InvestorKit, breaks down why the answer is still yes and more importantly, what type of market is actually positioned to perform in this new environment. She walks through three regional markets currently showing the exact characteristics resilient markets share right now. This is a must-watch for anyone wondering whether to wait for a "better time" to start.   CHAPTERS: 0:00 - Introduction 2:52 - Market #1: Wagga Wagga 6:50 - Market #2: Ballarat 10:02 - Market #3: Launceston 12:54 - What Resilient Markets Have in Common   🥇🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023, 2024 & 2026" Book your discovery call here: https://www.investorkit.com.au/discovery-call   ✅ HOW WE CAN HELP YOU: By being the most trusted, data-driven Buyers Agency for aspiring investors who wish to create real financial change by helping them invest with confidence, outperform the market, and build a high-performing property portfolio. 👉 https://www.investorkit.com.au   ✅ CONNECT WITH INVESTORKIT: Website: 👉 https://www.investorkit.com.au Send your questions to: 👉 arjun@investorkit.com.au Follow us on Facebook: 👉 https://www.facebook.com/InvestorKit Follow us on Instagram: 👉 https://www.instagram.com/investorkit.com.au Subscribe to our YouTube Channel: 👉 https://www.youtube.com/@investorkit Connect with us on LinkedIn: 👉 https://www.linkedin.com/company/investorkit   Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Should You Still Invest in Property in 2026? Three Resilient Regional Markets - with Junge Ma

  5. 29 Jul

    Property Tax Reform Risks: 4 Warning Signs Investors Should Watch - with Junge Ma

    Australia's new property tax changes are about to reshape investor behaviour. But will every market feel that shift equally? Let's find out... Junge Ma, Senior Research Analyst at InvestorKit, breaks down the four biggest risks investors should be watching in this new environment and explains why understanding these risks matters more than understanding the tax changes themselves. This is a must-watch for any investor trying to work out where the new rules actually change the game, and where they don't.   CHAPTERS: 0:32 - Introduction 1:12 - Risk #1: Low Yield & Holding Sustainability Risk 4:10 - Risk #2: Investor Concentration Risk 7:45 - Risk #3: New Supply & Vacancy Risk 11:26 - Risk #4: Profit Taking Risk   🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023, 2024 & 2026" Book your discovery call here: https://www.investorkit.com.au/discovery-call Get your free whitepaper copy here: https://www.investorkit.com.au/whitepaper/10-markets-positioned-to-remain-resilient-in-australia-s-new-tax-environment ✅ HOW WE CAN HELP YOU: By being the most trusted, data-driven Buyers Agency for aspiring investors who wish to create real financial change by helping them invest with confidence, outperform the market, and build a high-performing property portfolio. 👉 https://www.investorkit.com.au   ✅ CONNECT WITH INVESTORKIT: Website: 👉 https://www.investorkit.com.au Send your questions to: 👉 arjun@investorkit.com.au Follow us on Facebook: 👉 https://www.facebook.com/InvestorKit Follow us on Instagram: 👉 https://www.instagram.com/investorkit.com.au Subscribe to our YouTube Channel: 👉 https://www.youtube.com/@investorkit Connect with us on LinkedIn: 👉 https://www.linkedin.com/company/investorkit See omnystudio.com/listener for privacy information.   Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Property Tax Reform Risks: 4 Warning Signs Investors Should Watch - with Junge Ma

  6. 21 Jul

    Fake data: How examining data in isolation can mislead your decision - with Junge Ma

    Strong population growth. Low vacancy rates. Low unemployment. Most investors have seen these numbers and still picked the wrong market.   Junge Ma, Senior Research Analyst at InvestorKit, breaks down why the go to metrics can create what she calls "fake data" when examined without the full picture, walking us through four of the most common misunderstandings in property data analysis and how a single metric, on its own, can point investors in completely the wrong direction.   If this sparked something, this episode is a must watch for anyone making data-driven property decisions.     🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023 & 2024" Book your discovery call here: https://www.investorkit.com.au/youtube   Connect with InvestorKit:   Website: https://www.investorkit.com.au/ Send your questions to: arjun@investorkit.com.au Follow us on Facebook: https://www.facebook.com/InvestorKit/ Follow us on Instagram: https://www.instagram.com/investorkit.com.au/ Subscribe to our YouTube Channel: https://www.youtube.com/@investorkit3615 Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/ See omnystudio.com/listener for privacy information.     Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Fake data: How examining data in isolation can mislead your decision - with Junge Ma

  7. 14 Jul

    Don’t buy here, buyer here: Same suburb, different performance - with Junge Ma

    Four properties in Werribee. Same suburb, same market, same timeframe. One grew at over 7% per year. The others limped along at 2 to 3%. The difference had nothing to do with timing the market.   Junge Ma from InvestorKit breaks down three real underperforming properties and explains exactly why each one failed to match the suburb's growth. She also reveals exactly what the outperforming property got right.   This episode is a must watch for anyone who wants a practical framework for evaluating any property, not just any suburb.   🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023 & 2024" Book your discovery call here: https://www.investorkit.com.au/youtube   Connect with InvestorKit: Website: https://www.investorkit.com.au/ Send your questions to: arjun@investorkit.com.au Follow us on Facebook: https://www.facebook.com/InvestorKit/ Follow us on Instagram: https://www.instagram.com/investorkit.com.au/ Subscribe to our YouTube Channel: https://www.youtube.com/@investorkit3615 Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/ See omnystudio.com/listener for privacy information.     Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    Don’t buy here, buyer here: Same suburb, different performance - with Junge Ma

  8. 7 Jul

    5% deposit scheme has caused a boom? The real impact - with Junge Ma

    Australia's 5% deposit scheme was supposed to make home ownership more accessible, and it did, to a point. But a bigger question has been lurking beneath the headlines: did expanding the scheme in October 2025 actually push property prices higher?   Junge Ma, Senior Research Analyst at InvestorKit, digs into the lending data and property market figures to find out what really happened.   Can we believe the media headlines that say the October 2025 expansion of the 5% deposit scheme triggered a widespread property boom, or do first-home buyers simply represent too small a fraction of the market to shift national property trends?   Watch the full episode and discover exactly which areas moved and which ones were unaffected.   🥇🥇 InvestorKit - Back To Back "Buyers Agency Of The Year 2023 & 2024" Book your discovery call here: https://www.investorkit.com.au/youtube   Connect with InvestorKit: Website: https://www.investorkit.com.au/ Send your questions to: arjun@investorkit.com.au Follow us on Facebook: https://www.facebook.com/InvestorKit/ Follow us on Instagram: https://www.instagram.com/investorkit.com.au/ Subscribe to our YouTube Channel: https://www.youtube.com/@investorkit3615 Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/ See omnystudio.com/listener for privacy information.     Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions. See omnystudio.com/listener for privacy information.

    5% deposit scheme has caused a boom? The real impact - with Junge Ma
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About

Let The Data Speak, formerly known as the InvestorKit Podcast, is InvestorKit's research-driven property investing podcast, hosted by InvestorKit Senior Research Analyst Junge Ma. Our mission is to help Australians create more than $2 billion in equity by 2032 through trusted guidance, expert support and lifelong partnerships. This podcast is one way we deliver on that mission. Backed by the research behind Australia's #1 Buyer's Agency of the Year, every episode cuts through headlines, opinions and speculation to uncover what's really driving Australia's property market. From market cycles and policy changes to emerging investment opportunities, our analysis is grounded in rigorous research, evidence and long-term thinking. Whether you're buying your first investment property or building a multi-property portfolio, our goal is simple: give you the clarity and confidence to make better long-term investment decisions. Originally launched by InvestorKit CEO & Founder Arjun Paliwal, Let The Data Speak continues InvestorKit's commitment to research-led property investing because confidence comes from understanding the data, not following the crowd.

Information

  • Creator
    InvestorKit
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2026 InvestorKit
  • Show Website
    Let The Data Speak

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