News & Insights

Stay informed on the New Zealand property market

Market commentary, fund updates and macro analysis from the Fairhaven desk — covering New Zealand property, global capital flows and investment strategy.

While You Were Waiting: The Recovery Window Is Already Open, and What It Costs to Stay on the Sidelines

17 June 2026Daarshan Kunasegaran

While You Were Waiting: The Recovery Window Is Already Open, and What It Costs to Stay on the Sidelines

There is a version of this year that most property investors had in their heads at the start of January. The Federal Reserve would cut rates. The RBNZ would keep easing. Inflation would settle. The signal to move would arrive, clearly and unmistakably, and then it would be time to act. That version

The New Architecture of Money: How Digital Identity, Programmable Currency, and the Infrastructure Arms Race Are Reshaping Capital in 2026

20 May 2026Daarshan Kunasegaran

The New Architecture of Money: How Digital Identity, Programmable Currency, and the Infrastructure Arms Race Are Reshaping Capital in 2026

As we enter the second quarter of 2026, the world is navigating a set of overlapping disruptions that are more structural than cyclical. The Middle East conflict and the effective closure of the Strait of Hormuz have pushed oil above USD 100 per barrel and reintroduced the spectre of stagflation acr

The Cost of Waiting: Capital Positioning in a Gradual Recovery

15 April 2026Daarshan Kunasegaran

The Cost of Waiting: Capital Positioning in a Gradual Recovery

As we enter the second quarter of 2026, the global narrative has shifted from crisis to stabilisation, but without clear direction. Markets are no longer reacting to a single disruptive shock. Instead, they are adjusting to a prolonged period of equilibrium where key variables are improving, but no

From Oil to Tokenisation: How Conflict Is Reshaping Control Over Money

13 March 2026Daarshan Kunasegaran

From Oil to Tokenisation: How Conflict Is Reshaping Control Over Money

As of March 2026, oil has briefly surged above $100 as geopolitical tensions escalated across key energy-producing regions. Financial sanctions continue to reshape global trade relationships. Central banks are quietly diversifying reserves. Digital settlement networks are expanding. Major banks are

Gold, Bitcoin, Property & The Debt-Based Paradox: What Survives When Leverage Gets Tested

17 February 2026Daarshan Kunasegaran

Gold, Bitcoin, Property & The Debt-Based Paradox: What Survives When Leverage Gets Tested

Markets are not reacting to a single crisis. They are adjusting to structural tension. In early 2026, gold is breaking to fresh highs. Bitcoin has swung violently from record levels. Bond markets remain unstable. Equity leadership is narrow. Central banks continue diversifying reserves. Japan’s bon

From Tech Wars to Tankers: How Power Is Being Tested Through Systems, Supply Chains, and Enforcement in 2026

15 January 2026Daarshan Kunasegaran

From Tech Wars to Tankers: How Power Is Being Tested Through Systems, Supply Chains, and Enforcement in 2026

This report argues that 2026 is shaping up less like a single “crisis moment” and more like a period of controlled stress-testing across the global system. The Venezuela tanker story is a useful entry point because it shows how enforcement, shipping risk, and refinery constraints can transmit uncert

China vs Japan: The Rivalry Reshaping Global Capital, Currencies, and Real Assets

19 December 2025Daarshan Kunasegaran

China vs Japan: The Rivalry Reshaping Global Capital, Currencies, and Real Assets

Global markets are no longer moving in unison. The era of blanket liquidity and broad-based growth has given way to a more fragmented environment where capital is increasingly selective about risk, geography, and income reliability. After two years dominated by inflation control and aggressive tight

Are We in an AI Bubble? What Overcrowded Tech Trades and Falling Rates Mean for Real-Asset Investors

18 November 2025Daarshan Kunasegaran

Are We in an AI Bubble? What Overcrowded Tech Trades and Falling Rates Mean for Real-Asset Investors

Are We in an AI Bubble? circular financing

AI Spillover: Real-Estate Behind the Intelligence Boom

16 October 2025Daarshan Kunasegaran

AI Spillover: Real-Estate Behind the Intelligence Boom

In October, the real estate narrative is shifting from speculation to infrastructure. The world’s attention on artificial intelligence has moved beyond algorithms and applications toward the tangible assets that make it possible. AI is not just code; it is capacity. Data centres, power grids, logist

New Zealand's Golden Visa: Capital Migration as a Hedge

20 September 2025Daarshan Kunasegaran

New Zealand's Golden Visa: Capital Migration as a Hedge

In September, the phrase “golden visa” has re-entered investor vocabulary with fresh weight. Far from a lifestyle perk, it has become a strategic allocation tool. New Zealand’s Active Investor Plus regime, refreshed in April, is now drawing interest from family offices and global fund managers who a

Is New Zealand Really Losing Kiwis? Migration Myths, Macro Shifts, and the Investment Signals Beneath the Surface

16 August 2025Daarshan Kunasegaran

Is New Zealand Really Losing Kiwis? Migration Myths, Macro Shifts, and the Investment Signals Beneath the Surface

This August, headlines are filled with a familiar anxiety, New Zealanders are once again leaving for Australia in record numbers. The narrative is one of loss: a shrinking tax base, brain drain, and an uncertain future. But beneath the surface, the real story is more layered. Migration flows are com

Why Is Everyone Buying Gold? Capital Preservation in a Fractured World

15 July 2025Daarshan Kunasegaran

Why Is Everyone Buying Gold? Capital Preservation in a Fractured World

In July, global investors are not just watching gold, they are repositioning around it. Spot prices have surged past USD 3,300 per ounce, marking a near 70 percent rally since mid-2023. But this is no ordinary price cycle. It is a signal that institutional capital, sovereign funds, and private wealt

Trump's “One Big Beautiful Bill” — Catalyst or Chaos for Global Investors?

17 June 2025Daarshan Kunasegaran

Trump's “One Big Beautiful Bill” — Catalyst or Chaos for Global Investors?

In this month’s update, we assess the global market implications of the proposed US fiscal stimulus under Trump’s "One Big Beautiful Bill" and what it means for investors positioning in and into New Zealand. This edition is focused on: Introduction: A High-Stakes Fiscal Pivot The

May 2025 Outlook and AIP Visa Enhancements

15 May 2025Daarshan Kunasegaran

May 2025 Outlook and AIP Visa Enhancements

In this month’s update, we examine key macroeconomic indicators, policy developments, and real estate trends shaping the New Zealand investment landscape. Specifically, we discuss: Macroeconomic Outlook: GDP, inflation, and interest rate trajectories Foreign Exchange Trends: Implications o

Post-Pandemic Office Trends: A Shift Toward Flexibility and Emerging Opportunities

11 October 2024Marcel Choo

Post-Pandemic Office Trends: A Shift Toward Flexibility and Emerging Opportunities

As we navigate the post-pandemic world, the landscape of office demand has undergone a significant transformation. The shift toward flexible workspaces is one of the most notable trends to emerge, driven by hybrid work models that have reduced the need for large, centralized office spaces. However,

Unveiling Property Investment Choices in New Zealand: Self-Management vs. Property Funds

28 June 2023Petrus Yen

Unveiling Property Investment Choices in New Zealand: Self-Management vs. Property Funds

As the New Zealand property market continues to attract investors, making the right choice between self-managing a property portfolio and investing in property funds becomes increasingly critical. Each approach offers unique advantages and considerations, tailored to the preferences and objectives o

The Great Urban Migration: Why Smaller Cities Beckon

28 June 2023Petrus Yen

The Great Urban Migration: Why Smaller Cities Beckon

A significant shift is sweeping the global real estate landscape. While major cities were once considered the ultimate investment opportunity, a new trend is emerging: smaller cities are becoming increasingly appealing as investment hubs, fueled by the rise of remote work and the disruptive power of

Dunedin Real Estate Market Insights: Unveiling Opportunities for Investors

17 June 2023Petrus Yen

Dunedin Real Estate Market Insights: Unveiling Opportunities for Investors

As a dynamic real estate investment and management company, Fairhaven Property Group is dedicated to providing market insights that empower investors to make informed decisions. In this blog post, we delve into the latest market trends and insights in Dunedin's real estate landscape, uncovering oppo

Be In The Know

Stay updated on New Zealand investment opportunities

Get market commentary, fund updates and new deal alerts direct from our team.