14/05/2026 09:34

Goodman Group (ASX: GMG) v REA Group (ASX: REA)

The impact on property stocks reaches further than just prices of residential homes. The Budget has drawn a clear distinction between Goodman Group  and REA Group — and it centres on new supply. Goodman develops industrial, logistics and data centre assets, the very areas the government is trying to encourage through exemptions to the negative gearing and CGT changes. Combined with the AI-driven data centre buildout, the policy backdrop remains supportive for GMG.

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26/02/2026 09:57

REA Group Ltd (REA) $155.68

The REA business model is similar to CAR Group just towards property as opposed to vehicles. The one key difference is REA’s customers, on the sell side (real estate agents), often express frustration about high advertising fees and subscription costs compared with perceived value.

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06/02/2026 17:20

REA Group (REA) $168.10

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14/10/2025 09:48

REA Group Ltd (REA) $219.42

REA has experienced some valuation contraction of late with the stock trading on 25x, around ~8% cheap relative to its own history, despite a solid FY25 result in August which saw improved margins and upbeat commentary. We wrote about the stock post the result, saying we were neutral and had no intention of chasing the real estate behemoth above $250.

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06/08/2025 17:04

REA Group (REA) $254.50

REA +6.94%: Strong session for the real-estate listings behemoth after they met FY25 expectations for earnings, though they bumped up the dividend and the commentary was very upbeat despite actual guidance around listing volumes appearing conservative.

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11/06/2025 09:16

REA Group Ltd (REA) $239.66

REA has endured a tough 2025, especially when compared to its historical outperformance, and we believe it's now at a fascinating juncture in its evolution with plenty of positives and negatives to consider.

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28/03/2025 09:39

REA Group (REA) $229.48

Domain (DHG) announced on Thursday morning that it had received a “Best & Final” offer of $4.43 per share from US-listed giant CoStar, which had originally made a $4.20 bid in late February.

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28/02/2025 09:46

REA Group (REA) $236.85

The home is the vast majority of people's largest and most important purchase, and lower interest rates provide a tailwind to affordability and, of course, general sentiment.

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06/02/2025 17:12

REA Group (REA) $254.90

REA +1.21% posted a solid 1H result today. We saw huge swings in the share price as the market digested the numbers and the revelation that CEO Owen Wilson will be leaving the business later in the year.

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31/01/2025 09:58

REA Group (REA) $249.30

REA will announce its much-awaited half-year result early next month; we remain fans of this business, but not enough to chase it into strength ahead of its looming numbers.

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