Sydney home prices fall more than 10% from peak
Published . Updated .
National dwelling values fell 1.2% in October, with higher interest rates and affordability pressures continuing to weigh on housing demand.
Directly affected
- No company is named in this report.
Indirectly affected
- XLRE Real Estate Select Sector SPDR+1.3% 30d
Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story.
- XHB SPDR S&P Homebuilders ETF+4.2% 30d
SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story.
- EWA iShares MSCI Australia ETF+2.2% 30d
iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“sydney”).
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Australia
- EFA iShares MSCI EAFE ETF-2.2% 11d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Australia
- PLD Prologis-5.8% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story.
- DHI D.R. Horton+4.7% 30d
D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story.
- LEN Lennar+8.5% 30d
Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLRE | -0.86% | -2.42% | base | after close | after close | after close | after close |
| XHB | -3.02% | -2.98% | base | after close | after close | after close | after close |
| EWA | -1.22% | +0.03% | base | after close | after close | after close | after close |
| BWXNo price data for this ticker | — | — | — | — | — | — | — |
| EFANo price data for this ticker | — | — | — | — | — | — | — |
| PLD | -1.36% | -2.14% | base | after close | after close | after close | after close |
| DHI | +0.34% | -2.12% | base | after close | after close | after close | after close |
| LEN | -3.38% | -3.97% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Sydney home prices fall more than 10% from peak CommBank
Source: CommBank
Select Sector Spdr Tr (XLRE) since “Sydney home prices fall more than 10% from peak,” compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Horton D R (DHI) | three days earlier | -2.12% | final price |
| Horton D R (DHI) | five days earlier | +0.34% | final price |
| Ishares Inc Msci Australia Etf (EWA) | three days earlier | +0.03% | final price |
| Ishares Inc Msci Australia Etf (EWA) | five days earlier | -1.22% | final price |
| Lennar (LEN) | three days earlier | -3.97% | final price |
| Lennar (LEN) | five days earlier | -3.38% | final price |
| Prologis (PLD) | three days earlier | -2.14% | final price |
| Prologis (PLD) | five days earlier | -1.36% | final price |
| State Street Spdr S&P Homebuilders Etf (XHB) | three days earlier | -2.98% | final price |
| State Street Spdr S&P Homebuilders Etf (XHB) | five days earlier | -3.02% | final price |
| Select Sector Spdr Tr (XLRE) | three days earlier | -2.42% | final price |
| Select Sector Spdr Tr (XLRE) | five days earlier | -0.86% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 54 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. David J. Taylor bought Prologis (PLD), worth $1,001 - $15,000 on 15 Oct 2026. That is 18 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Lennar (LEN), worth $15,001 - $50,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who is named in “Sydney home prices fall more than 10% from peak”
Companies carried with this story
- XLRE Select Sector Spdr Tr
Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Sydney home prices fall more than 10% from peak.” Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
- XHB State Street Spdr S&P Homebuilders Etf
For “Sydney home prices fall more than 10% from peak,” State Street Spdr S&P Homebuilders Etf (XHB) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
- EWA Ishares Inc Msci Australia Etf
For “Sydney home prices fall more than 10% from peak,” Ishares Inc Msci Australia Etf (EWA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“sydney”)
- PLD Prologis
In “Sydney home prices fall more than 10% from peak,” Prologis (PLD) is linked, with no stored direction, medium confidence. Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- DHI Horton D R
Horton D R (DHI) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Sydney home prices fall more than 10% from peak.” Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- LEN Lennar
In “Sydney home prices fall more than 10% from peak,” Lennar (LEN) is linked, with no stored direction, medium confidence. Reason on file: Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
- WELL Welltower
For “Sydney home prices fall more than 10% from peak,” Welltower (WELL) is linked, with no stored direction, medium confidence. Reason on file: Welltower (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “home prices” (real estate) in this story
How “Sydney home prices fall more than 10% from peak” reaches Select Sector Spdr Tr (XLRE)
Select Sector Spdr Tr (XLRE) is the company in “Sydney home prices fall more than 10% from peak,” the 2 Nov 2026 this story story.
Select Sector Spdr Tr (XLRE) is on the page because Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
State Street Spdr S&P Homebuilders Etf (XHB) is here too. Its reason reads: SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “home prices” (real estate) in this story
Dates and price levels for Select Sector Spdr Tr (XLRE)
EWA traded between 27.76 and 29.31 across 20 sessions. The latest close on file is 29.12. XHB traded between 91.93 and 102.80 across 20 sessions. The latest close on file is 101.01. XLRE traded between 40.28 and 43.44 across 20 sessions. The latest close on file is 43.16.
How strong the case is around Select Sector Spdr Tr (XLRE)
46 out of 100
“Sydney home prices fall more than 10% from peak” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.