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RPM Victorian Greenfield Market Report - Q2 2026

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VIC Greenfield Market Report Q2 2026

MARKET INTELLIGENCE SEQ APARTMENTS AND TOWNHOMES MARKET REPORT APRIL 2026 | © RPM GROUP


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Welcome Luke Kelly National Managing Director Built Form luke@rpmgrp.com.au

Victoria’s greenfield market did not move as one market this quarter, it split. Some corridors pulled back hard, slowing supply and sales, while others kept building. That gap between the two ends of the market is now the thing to watch for the rest of the year.

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Housing demand turned more selective in Q2. The divide now is between corridors that are absorbing stock and corridors that aren’t.

The report walks through where that split is happening, what is driving it on both the demand and supply side, and what it means for buyers, developers and anyone transacting land through the second half of 2026.

RPM National Strategy Manager of Transactions & Advisory Tim Hyland outlines how this space has grown over recent years, where the opportunity sits today, and what developers are weighing up as they move into it.

That divergence is not confined to the retail vacant land market either. Developers are increasingly pivoting toward other commercial opportunities, particularly the fast growing data centre space, as land use options broaden beyond standard residential product.

This edition explores these and other dynamics in detail, unpacking the latest data and sentiment shifts shaping the Victorian greenfield market, corridor by corridor. We hope it gives a clear view of where demand is headed, what buyers are seeking, and how the industry is adjusting as conditions continue to shift.

F or more information, please visit: www.rpmgrp.com.au F or a detailed market analysis or a tailored report, email the team at: contactus@rpmgrp.com.au


What’s Inside Lead Indicators

05

Western Growth Corridor

14

Development Sites

06

Northern Growth Corridor

18

Why Data Centres are Reshaping Victoria’s Land Market

07

South East Growth Corridor

22

Vacant Land Market

08

Greater Geelong Corridor

26

Vacant Land Market Overview

09

Ballarat

30

Gross Lot Sales

10

Melbourne and Geelong Buyer Surveys

11

Bendigo

34

Growth Corridor Snapshot Q2 2026

12

Macedon & Mitchell

38

What Does a 350sqm Lot Cost?

13

Drouin & Warragul

42

Victorian Greenfield Market Outlook

46

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


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A Data Driven, Holistic Approach to Property RPM’s Market Intelligence division provides in-depth analysis on current local and overseas economic and property market conditions. The team consists of economists, property experts, and GIS analysts that provide real-time market intelligence, and analytical and strategic advice. Our knowledge and expertise are an invaluable resource for RPM’s developer clients, empowering them to make intelligent, informed, and strategic decisions when evaluating residential developments and investment opportunities. Our data and analysis help clients maximise their marketing efforts and achieve sales targets on their estates. Each month we collect extensive data on approximately 350 estates in Victoria, 180 estates in Queensland and 180 in New South Wales, providing our clients with a comprehensive understanding of the market dynamics. This also underpins the core strategic decision-making of our own business.

This rich data helps our team and clients to better understand:

Volume of lots sold

Distribution of lots of a particular size

Dollar per sqm rates

Distribution of price points

Stock release levels

Activity levels by market, product & developer

Volume of stock returned to market

Stock level fluctuations

We profile every lot including lot size, price, orientation, sqm rate and title status, monitoring through to final sale.

Your dedicated Market Intelligence team: RPM is also the founding data partner of Terralytics, an independent, next-generation data intelligence platform built for developers, builders, planners, government bodies and industry partners across Australia’s greenfield land markets. For more information, please visit: terralytics.com.au

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Michael Staedler

General Manager Market Intelligence

Andrew Raponi

Senior Research Manager Market Intelligence

Laurence Rao

Research Manager - VIC Market Intelligence


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Lead Indicators Cash Rate

4.35%

AUS Unemployment Rate Aug 2026

4.40%

VIC Annual Wage Growth Index

Jun 2026

3.20%

Jun 2026

Melb. Median House Price

$952,500

Jun 2026

Held at 4.35% in August, the third straight meeting on hold, as inflation ticks down slightly.

The unemployment rate held at 4.40% in June 2026, continuing to sit within the 4.1–4.5% band it’s tracked for the past year.

Victorian wage growth eased to 3.20% over the year to June 2026, down from 3.5% a year earlier.

Melbourne’s median house price rose to $952,500 in June 2026, up 1% over the quarter and 2.5% over the year.

Quarterly GDP

Savings Ratio

VIC Avg. Weekly Earnings

VIC State Final Demand

0.30

Mar 2026

6.20%

Mar 2026

$2,077

Nov 2025

0.90%

Mar 2026

Growth slowed to 0.30% in the March 2026 quarter, weighed down by soft household and public spending.

The household savings ratio fell to 6.20% in the March 2026 quarter, down from 7.0% in Q4 2025.

Average weekly earnings reached $2,077, up 4.3% annually. Outpacing state CPI growth of 3.2%.

Victorian state final demand rose 0.90% in the March 2026 quarter, taking annual growth to a robust 3.5%.

AUS Annual Inflation

Exchange Rate AUD/USD

VIC Unemployment

VIC Employment Participation

3.80%

May 2026

Annual inflation eased to 3.80% in the 12 months to May 2026, down from 4.0% previously.

$0.70

Jun 2026

The AUD firmed to $0.70 in the June 2026 quarter, trading between a low of $0.68 and a high of $0.72 before settling back at $0.70.

5.00%

Jun 2026

Victorian unemployment rose to 5.00% in June 2026, its highest level since the Covid period.

67%

Jun 2026

Victoria’s employment participation rate held at 67% in June 2026, unchanged over the year and in line with the national rate. All information is as of the latest available datasets.

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


Development Sites

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


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Why Data Centres are Reshaping Victoria’s Land Market Tim Hyland National Strategy Manager Transactions & Advisory tim@rpmgrp.com.au

Data centres are everywhere in the property press at the moment, and for good reason. Some of the largest proposals are landing in greenfield growth corridors, others are repurposing established industrial land, and the range of players chasing sites has never been broader. AirTrunk has acquired a 67 hectare site at 45 Donnybrook Road in Mickleham, with plans for a seven building hyperscale campus with an end value of around $4 billion. Elsewhere in Melbourne’s north, multiple parcels within the Craigieburn North Employment Area have changed hands to support data centre development. Zerra DC has proposed a six storey AI and cloud campus on part of the former Ford manufacturing site at Campbellfield, and NEXTDC has taken up 169 hectares near Lovely Banks outside Geelong, close to a key transmission substation. On Melbourne’s south eastern fringe, Galileo Group has lodged what is understood to be the City of Casey’s first data centre planning application,

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Digital infrastructure has become one of the most talked about asset classes in Australian property, and Victoria is at the centre of the action.

a $1.12 billion campus at Clyde North. Different locations, different developers, same underlying signal: Victoria has become a genuine focus for capital chasing digital infrastructure, not just from within Australia but from across the APAC region and beyond. Two factors are driving this. The first is land. Victoria still offers industrial zoned parcels with the scale, access, and proximity to Melbourne that hyperscale operators need, at a time when comparable sites in Sydney are scarcer and more expensive. The second, and increasingly the more decisive factor, is power. Data centre site selection now starts with grid capacity, not zoning. Most of the headline activity sits at the hyperscale end, chasing large parcels with direct access to the transmission network and the ability to secure hundreds of megawatts. But that is only part of the story. There is equally strong demand building for smaller infill sites powered off the distribution network rather than transmission infrastructure, closer to Melbourne rather than out on the fringe.

The attention this sector is attracting has created a problem of its own. Every landowner with an industrial zoned parcel now believes their site is data centre ready, whether it sits on the transmission network or the distribution network, and most are not. Power availability, connection lead times, water access, and planning pathway all need to align. RPM Transactions & Advisory works directly with landowners, developers, and infrastructure providers to identify the ideal sites for such uses, mapping grid capacity and network infrastructure against planning controls to separate real opportunities from speculative ones, across large transmission connected parcels and smaller distribution powered infill sites alike. One of the more interesting shifts we’re seeing, and a theme we presented on at this year’s NGAA National Congress, is how commercial developers are now responding to data centres landing nearby. Rather than viewing a hyperscale campus as competition for land, an increasing number are treating it as an anchor. High tech business parks, logistics, and commercial development sites are being sought

adjacent to confirmed data centres, on the basis that the presence of a major digital infrastructure tenant lifts the profile and long term value of the surrounding precinct. RPM Transactions & Advisory is working with several developers pursuing exactly this play, helping them secure adjacent land ahead of that value being fully priced in. It’s the same principle that has played out around established technology precincts overseas, and Victoria’s growth corridors are now producing local examples of the same pattern.

For more information on development site opportunities, contact Tim Hyland tim@rpmgrp.com.au


Vacant Land Market

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


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Vacant Land Market Overview Rod Anderson National Managing Director Communities rod@rpmgrp.com.au

Purchaser sentiment remained subdued through Q2 2026. Gross lot sales across growth areas totalled 4,048, down 11% on the quarter and 24% on the same period last year. The Western and Northern corridors carried most of this decline, down 24% and 15% respectively. The South East barely moved, and the two regional corridors (Macedon & Mitchell and Drouin & Warragul) both grew. Supply moved more sharply than sales this quarter. In the west, developers pulled back hard. The Western’s releases fell faster than sales did, yet stock still took a record 236 days to sell, the slowest result in the corridor’s history. The regions moved in the opposite direction. Ballarat and Drouin & Warragul kept releasing stock ahead of demand, with Ballarat’s releases up 178% against just a 4% sales decline. Both corridors now carry the heaviest oversupply risk in this report. Regional pricing now spans a wide range relative to Melbourne. Geelong crossed $400,000 this quarter.

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Melbourne’s corridors diverged sharply over Q2, with absorption slowing in the west, supply surging in the regions, and pricing swinging in the smallest markets.

Melbourne’s own median sits just below it at $385,550, up only 0.1%. Ballarat trails well behind both at $280,000. Titled stock is part of the broader backdrop: metro growth areas generally carry a lower share of titled lots than regional corridors, and in Geelong and Ballarat the volume of titled stock continues to push back new stage releases. Melbourne’s median lot size held steady at 350sqm. The widest gap in this report sits within Melbourne, not regional. The South East cleared titled stock in 147 days this quarter, while Western took 236, the slowest read in the corridor’s history. Combined, the citywide average rose to 174 days, up 6% on the quarter and down 2% on a year ago. That single figure masks how differently the two ends of Melbourne are performing. That gap in absorption speed is part of why smaller formats keep gaining share. Townhomes, small lot code product and lots between 300 and 450sqm in regional areas continued to account for a growing share of transactions, as affordability pushed buyers toward faster, cheaper configurations.

Q2 2026 Lots Sold (All Regions)

Melbourne Median Lot Price

-11% over quarter

+0.1% over quarter

4,048

-24% annually

Melbourne Trading Days of Lots Sold

174

+6% over quarter

-2% annually

$385,550

+2.8% annually

Melbourne Median Lot Size

350sqm 0% over quarter

0% annually


%

11% 14% 12%

10

12% 11%

Gross Lot Sales 11%

34% 39%

Lot Sales by Price Bracket in Melbourne 5%

10%

June Quarter 2026

15%

20%

25%

June Quarter 2025

42% 30%

35%

40%

% Contribution to Total Gross Lot Sales Q2 2026

45%

June Quarter 2024

3%

33% $425K >

Drouin & Warragul

25%

2%

26%

Macedon & Mitchell

3%

10% $401K-$425K

11%

5%

11%

Ballarat

14%

13%

12%

Geelong

12% $351K-$375K

South East

Bendigo

9%

$376K-$400K

22%

11% 11%

25% 34%

Western

<=$350K

26% Northern

39% 42% 0%

5%

10%

June Quarter 2026

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

15%

20%

25%

June Quarter 2025

30%

35%

June Quarter 2024

40%

45%

Percentages rounded to the nearest whole number

Source: RPM Market Intelligence and Terralytics


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Melbourne and Geelong Buyer Surveys Owner Occupier Type First Home Second Home Third Home Fourth Home Other

Purchase Type 59% 24% 8% 5% 5%

Townhome House & Land Land Only

Household Type Group Household Single Couple Family

2% 17% 25% 56%

Australia India Sri Lanka Philippines

39% 36% 6% 4%

3% 8% 9% 27% 54%

>Four Three Two One

Owner Occupier vs. Investor

>$950k

7%

$900-950k

5%

$850-900k

2%

27%

$800-850k

8%

Investor

$750-800k

9%

$700-750k

15%

$650-700k

14%

$600-650k

18%

$550-600k

10%

$500-550k

5%

73%

$450-500k

1%

$400-450k

1%

Owner Occupier

<$400k

3%

No. of Visits to Estate Prior to Purchase

Data collected from approximately 267 RPM Buyer Surveys over Q2 2026

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

10% 20% 70%

Country of Origin

Period to Start Build After Settlement >12 Months 6-12 Months 3-6 Months Within 3 Months Immediately

Home & Land Budget

Size of Home Including Garage 14% 15% 23% 48%

>30 sqs 26-30 sqs 21-25 sqs 16-20 sqs <15 sqs

No. Storeys Considered 16% 19% 36% 25% 3%

Undecided Double Storey Single Storey

9% 17% 74%


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Growth Corridor Snapshot Q2 2026 Northern Corridor

Western Corridor

Gross Lot Sales

New Lot Releases

Median Lot Price

-188 sales

-172 releases

No change

1,070

913

$368k

Median Size (sqm)

Gross Lot Sales

New Lot Releases

Median Lot Price

+14sqm

-327 sales

- 278 releases

+$4,900

338

Ballarat

619

$378k

350

No change

Bendigo

Greater Geelong

Gross Lot Sales

New Lot Releases

Median Lot Price

-10 sales

+112 releases

-$6,500

220

1,023

Median Size (sqm)

175

$280k

Median Size (sqm)

Gross Lot Sales

New Lot Releases

Median Lot Price

-38sqm

-2 sales

+71 releases

+$20,208

448

545

364

$400k

Median Size (sqm)

400

Macedon & Mitchell

+1sqm

Ballarat

South East Corridor Gross Lot Sales

873 +6 sales

New Lot Releases

496

-410 releases

Drouin & Warragul Median Lot Price

$429k -$13,000

Median Size (sqm)

350

No change

Bendigo

Gross Lot Sales

123

+13 sales

New Lot Releases

182

+89 releases

Western Corridor

Median Lot Price

$320k +$2,500

Median Size (sqm)

511

+10sqm

Geelong

Macedon & Mitchell

Gross Lot Sales

New Lot Releases

Median Lot Price

-12 sales

-41 releases

+$23,808

105

Northern Corridor

64

$289k

Median Size (sqm)

Gross Lot Sales

New Lot Releases

Median Lot Price

-5sqm

+6 sales

-28 releases

-$42,000

527

89

45

$330k

Median Size (sqm)

579 -32sqm

Source: RPM Market Intelligence and Terralytics - as at Q2 2026. All differences are expressed as changes from the previous quarter. Price figures have been rounded to the nearest ‘000’.

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

South East Corridor

Drouin & Warragul


Wallan $325,000

13

Beveridge $331,500

What Does a 350sqm Lot Cost?

Mickleham $439,000

Key

Kalkallo $398,000

Low

High

Donnybrook $370,000 Sunbury $369,000 Diggers Rest $356,500

Regional Victoria Melton Sth $332,000

Warragul $277,000

Weir Views $330,000

Strathtulloh $368,000

Craigieburn $385,070 Greenvale $550,000

Wollert $440,000

Bulla $373,000

Bonnie Brook Fraser Rise $402,000 $403,000 Rockbank $368,000 Tarneit $399,950

Deanside $420,000 Truganina $402,000

Melbourne CBD

Wyndham Vale $398,000 Mambourin $325,000

Officer $486,000

Lara $354,900

VIC GREENFIELD MARKET REPORT Q2 2026 || © ©RPM RPMGROUP GROUP

Armstrong Creek $385,000

Pakenham $414,000

Clyde Nth $455,000

Fyansford $445,000

Charlemont $389,000

Werribee $387,000

Clifton Springs $475,000

Nar Nar Goon Nth $399,000 Nar Nar Goon $400,000

Clyde $433,000

Note: Locations are approximate only Source: RPM Market Intelligence and Terralytics


Western Growth Corridor

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


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Western Growth Corridor - Buyer Activity Gross Sales - Q2 2026

1,023

-24% vs. Q1 2026

The Western growth corridor recorded 1,023 gross lot sales in Q2 2026, down 24% from Q1’s 1,350. Family buyer participation and steady underlying enquiry held firm, but trading days stretched to 236 days over the quarter, the highest reading in recent years. That pairing of fewer sales with much slower absorption is more significant than the volume drop alone. Established estates with stronger amenities kept outperforming newer releases. Titled stock shaped activity, with buyers favouring immediate build readiness and shorter delivery timelines. Builder promotions across Wyndham’s northern precincts helped offset softer demand but couldn’t prevent the slowdown.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

2,500

250

2,000

200

1,500

150

1,000

100

500

50

0

0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days

Source: RPM Market Intelligence and Terralytics


1,000 135 800 600

125

Western Growth Corridor - Vacant Land Stock 400

New Lots Released - Q2 2026

619

16

130

200

120

0

115

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Number ofQtr. Lots Added to Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

-31% vs. Q1 2026

New lot releases fell 31% in Q2 2026, to 619 lots across Wyndham and Melton, a sharper cut than the 24% drop in sales. Developers pulled back on supply harder than buyers pulled back on demand, metering stock into a slower clearing market. Active estate count fell to 126, the fewest in over two years, while stock returns held at 179 lots. Fewer estates would normally support pricing, but with trading days at a multi year high, the real question is whether this is disciplined consolidation or weaker projects being squeezed out first.

New Lot Releases

Stock Returned to Market

Active Estates

Active Estates

2,000

155

1,800

150

1,600

145

1,400

140

1,200

135

1,000 130

800

125

600

120

400 200

115

0

110

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Stock Returned to Market

Active Estates

Source: RPM Market Intelligence and Terralytics


$340,000 320

$330,000 $320,000

17

310

Western Growth Corridor - Lot Price and Size $310,000

300

$300,000 $290,000

Lot Price - Q2 2026

$377,750

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

+1.3% vs. Q1 2026

290

Median Lot Size

Median Lot Price

$390,000

360

$380,000

Median lot pricing lifted 1.3% in Q2 2026, from $372,850 to $377,750, while the median lot size held steady at 350sqm, a resilient result given how much slower stock moved. At $377,750 for 350sqm, the Western corridor remains the strongest value per sqm of any major Melbourne growth corridor. That gap likely explains why pricing held up even as trading days blew out. Buyers are still showing up, just taking longer to commit. The bigger swing factor for the second half of 2026 is absorption. Stretched trading days will test the corridor’s value advantage regardless of how tight titled stock gets.

350

$370,000 340 $360,000 330

$350,000 $340,000

320

$330,000

310

$320,000 300 $310,000 290

$300,000 $290,000

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Median Lot Price

280

Source: RPM Market Intelligence and Terralytics


Northern Growth Corridor

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


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Northern Growth Corridor - Buyer Activity Gross Sales - Q2 2026

1,070

-15% vs. Q1 2026

The Northern growth corridor recorded 1,070 gross lot sales in Q2 2026, down 15% on Q1’s 1,258. Hume anchored performance, while Whittlesea and Mitchell delivered stable monthly sales on steady entry-level demand. Trading days lengthened to 138 days as estates worked through a smaller pipeline of titled stock, a far smaller deterioration than the Western’s blowout to 236 days. The North’s masterplanned estates appear more resilient to the broader slowdown than newer stock elsewhere. House and land packages remain the North’s point of difference, keeping momentum going as other corridors lean harder on titled stock to move volume.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

1,800

200

1,600

180 160

1,400

140

1,200

120

1,000

100 800

80

600

60

400

40

200

20

0

0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days Source: RPM Market Intelligence and Terralytics


800 80 600

20

60 400

40

Northern Growth Corridor - Vacant Land Stock 200

0

New Lots Released - Q2 2026

913

20

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Number ofQtr. Lots Added to Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

-16% vs. Q1 2026

New supply pulled back again in Q2 2026, with 913 lots released, down 16% on Q1’s 1,085, broadly in step with the 15% sales fall, unlike the Western where releases were cut much harder than demand. Releases remained concentrated across Hume and Mitchell, with no significant new estate launches. Stock returns lifted slightly to 126 lots, still historically low. The estate count has now fallen 28% since its September 2023 peak of 127, down to 91, the steepest multi-year consolidation of any corridor in this report. With releases tracking roughly in step with sales, the North looks the most balanced of Melbourne’s three metro corridors this quarter.

New Lot Releases

Stock Returned to Market

0

Active Estates

Active Estates 140

1,600 1,400

120

1,200

100

1,000 80 800 60 600 40

400

20

200 0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Stock Returned to Market

0

Active Estates Source: RPM Market Intelligence and Terralytics


$370,000 310 $360,000

300 290

$350,000

Northern Growth Corridor - Lot Price and Size

280

$340,000

$330,000

Lot Price - Q2 2026

$368,000

270

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

No change vs. Q1 2026

Median lot pricing held flat in Q2 2026 at $368,000, unchanged from Q1. Median lot size lifted to 338sqm, up from 324.5sqm, meaning the per sqm rate eased by roughly 4% even as the headline price held. Buyers are effectively getting more land for the same money. At $368,000 for 338sqm, the North’s per sqm rate has narrowed to within 1% of the Western, the smallest gap between the two in over two years, down from a premium above 6% last quarter. Scale and maturity, builder networks, and a forward sales pipeline continue to justify what premium remains.

260

Median Lot Size

Median Lot Price

$385,000

360

$380,000

350

$375,000

340

$370,000

330

$365,000

320

$360,000

310

$355,000

300

$350,000

290

$345,000

280

$340,000

270

$335,000

260

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

21

Median Lot Price

Source: RPM Market Intelligence and Terralytics


South East Growth Corridor

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


23

South East Growth Corridor - Buyer Activity Gross Sales - Q2 2026

873

+1% vs. Q1 2026

The South East corridor recorded 873 gross lot sales in Q2 2026, flat on Q1’s 867, the steadiest outcome of any Melbourne metro corridor against double-digit falls in the Western and Northern corridors. Casey again led the region, with Cardinia attracting continued interest across the more affordable eastern estates. Officer and Cranbourne carried the bulk of activity, titled product clearing in 147 days. Local owner-occupiers, not investors, are still doing almost all of the buying here. The South East retained a consistent upgrader cohort, less exposed to the challenging lending environment, underpinning a reliable baseline of sales through Q2.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

200

1,400

180

1,200

160 1,000

140 120

800

100 600

80 60

400

40 200

0

20

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days

0

Source: RPM Market Intelligence and Terralytics


500

50

400

40

300

30

South East Growth Corridor - Vacant Land Stock New Lots Released - Q2 2026

496

200

20

100

10

0

0

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Number ofQtr. Lots Added to Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

-45% vs. Q1 2026

New Lot Releases

Stock Returned to Market

24

Active Estates

Active Estates

1,200

86 84

New lot releases collapsed 45% in Q2 2026, to 496 lots from 906 in Q1, while sales barely moved, making supply the driver this quarter rather than demand. Casey again accounted for the bulk of releases, as developers pulled back into a softer broader market. Stock returns lifted marginally to 123 lots, within normal seasonal ranges. Estate numbers kept shrinking, down to 73. Unlike Ballarat’s supply surge, the South East’s consolidation and its release pullback are moving in the same direction, a corridor tightening rather than pulling apart. High amenity estates continued to outperform across Casey and Cardinia.

1,000

82 80

800

78 600

76 74

400

72 70

200

68 0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Stock Returned to Market

Active Estates

66

Source: RPM Market Intelligence and Terralytics


$430,000 360 $420,000

25

350 $410,000

340

South East Growth Corridor - Lot Price and Size $400,000

$390,000

Lot Price - Q2 2026

$429,000

330

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

-2.9% vs. Q1 2026

Median lot pricing eased 2.9% in Q2 2026, slipping from $442,000 to $429,000, an unusual move given tightening releases alongside flat demand would normally support price rather than soften it. Median lot size held steady at 350sqm, so this isn’t a mix effect. The price move wasn’t uniform. Berwick South, Cranbourne East and Officer South held firmer on value than the headline figure suggests, a compositional shift as much as a market one. Releases down sharply and demand steady points to tighter conditions ahead, but this quarter’s price softness doesn’t yet fit that story, worth tracking into Q3.

Median Lot Size

Median Lot Price

$445,000

380

$440,000

375

$435,000

370

$430,000

365

$425,000

360

$420,000

355

$415,000

350

$410,000

345

$405,000

340

$400,000

335

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

320

Median Lot Price

Source: RPM Market Intelligence and Terralytics


Greater Geelong Corridor

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


27

Greater Geelong - Buyer Activity Gross Sales - Q2 2026

545

No change vs. Q1 2026

Greater Geelong recorded 545 gross lot sales in Q2 2026, broadly in line with Q1’s 547. Price stood out more than volume this quarter. Armstrong Creek continued to anchor performance, supported by strong builder alignment and sustained demand for titled stock. Lara and adjacent precincts delivered consistent, affordability led volumes, while Armstrong Creek anchored the corridor’s stronger amenity end, consistent with prior quarters. Buyers remained sensitive to build timelines but responded well to clearer delivery pathways. Market sentiment stayed constructive through Q2, with improving construction lead times supporting upgrader driven enquiry across the corridor.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

700

350

600

300

500

250

400

200

300

150

200

100

100

50

0

0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days

Source: RPM Market Intelligence and Terralytics


300

63 63

200

28

62

Greater Geelong - Vacant Land Stock

62

100

61 0

New Lots Released - Q2 2026

364

Jun. Qtr. Sep. Qtr. Dec.Number Qtr. Mar.of Qtr. Jun. Qtr. Sep. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Lots Added to Qtr. Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

+24% vs. Q1 2026

New supply lifted 24% in Q2 2026, with 364 lots released compared to 293 in Q1, continuing a run of rising releases even as sales stayed flat. Unlike Ballarat’s or Baw Baw’s supply surge, the build in Geelong hasn’t yet dented buyer retention: stock returns eased to 47 lots, the lowest in over three years. Estate numbers ticked up to 70, one of the few corridors adding both new projects and new stock without retention strain. That combination of rising releases, rising estates, and a price crossing $400,000 is unusual. Normally more supply caps price growth rather than accelerating it.

New Lot Releases

Stock Returned to Market

61

Active Estates

Active Estates

600

71 70 69

500

68 67

400

66 65 64

300

63 62

200

61 60 59

100

58 57

0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Stock Returned to Market

Active Estates

56

Source: RPM Market Intelligence and Terralytics


$370,000

370

$360,000

360

$350,000

350

Greater Geelong - Lot Price and Size $340,000

340

$330,000

330

$320,000

320

Lot Price - Q2 2026

$400,008

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

+5.3% vs. Q1 2026

Median lot pricing lifted 5.3% in Q2 2026, from $379,800 to $400,008, a bigger quarterly move than any of Melbourne’s metro corridors, crossing $400,000 for the first time since late 2023. Median lot size edged up to 400sqm; this shift is too small to explain a move this size, pointing to price growth rather than a mix effect. Even after this jump, $400,008 still buys a bigger lot than the equivalent spend in Melbourne’s outer suburbs. This price gap likely explains why demand held up. With supply rising rather than tightening, this jump lacks a clean explanation as yet, warranting a second analysis with Q3 data.

Median Lot Size

Median Lot Price

$410,000

410

$400,000

400

$390,000

390

$380,000

380

$370,000

370

$360,000

360

$350,000

350

$340,000

340

$330,000

330

$320,000

320

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

29

Median Lot Price

Source: RPM Market Intelligence and Terralytics


Ballarat

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


31

Ballarat - Buyer Activity Gross Sales - Q2 2026

220

-4% vs. Q1 2026

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

Average Trading Days

300

600

Ballarat recorded 220 gross lot sales in Q2 2026, a 4% decline on Q1’s 230, a far smaller move than the volume swings seen across Melbourne’s metro corridors. Sales remained concentrated in the western growth precinct, continuing a trend seen through 2024–25, with steady contributions from the southern corridor.

250

500

200

400

Buyer enquiry held up, supported by builder incentives and continued clearing of titled stock. Trading days lengthened to 442 days, though underlying demand remained intact, with first home buyers and upgraders driving most activity.

150

300

100

200

50

100

0

0

Borrowing conditions and construction lead times shaped sentiment, with no material deterioration in confidence despite the pullback.

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Ave. Sales (10 Years)

Average Trading Days

Source: RPM Market Intelligence and Terralytics


200 48 150

47 46

100

Ballarat - Vacant Land Stock

45

50

0

New Lots Released - Q2 2026

175

32

44

Jun. Qtr. Sep. Qtr. Dec.Number Qtr. Mar.of Qtr. Jun. Qtr. Sep. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Lots Added to Qtr. Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

+178% vs. Q1 2026

New lot releases lifted sharply in Q2 2026, with 175 lots coming to market compared to just 63 in Q1, a 178% increase and the sharpest supply increase of any corridor. Stock returns rose in step, to 44 lots from 23. Active estates eased slightly to 46, a slow moving number next to a release count that jumped substantially in one quarter. Ballarat now carries the heaviest new supply pipeline of any corridor. If buyer activity doesn’t pick up commensurately in the second half of 2026, this is where discounting pressure is most likely to show up first.

New Lot Releases

Stock Returned to Market

43

Active Estates

Active Estates 53

350

52

300

51 250

50 49

200

48 150

47 46

100

45 50

0

44

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Stock Returned to Market

Active Estates

43

Source: RPM Market Intelligence and Terralytics


$200,000

440

$150,000

420

$100,000

400

$50,000

380

$0

360

Ballarat - Lot Price and Size Lot Price - Q2 2026

$280,000

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

-2.3% vs. Q1 2026

Median lot pricing eased 2.3% in Q2 2026, slipping from $286,500 to $280,000. The median lot size contracted to 448sqm, down from 486sqm, suggesting stock shifted back toward smaller, more typical lot sizes after last quarter’s unusually large-format skew. Even after the pullback, $280,000 keeps Ballarat well below anything comparable within an hour of Melbourne, a gap that keeps pulling in buyers regardless of the median’s quarterly move. The correction supports the view that the prior spike was mix driven rather than a shift in values. A more typical mix should keep pricing range bound through the second half of the year.

Median Lot Size

Median Lot Price 500

$350,000

490

$300,000

480

$250,000

470 $200,000 460 $150,000 450 $100,000

440

$50,000

$0

430

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

33

Median Lot Price

420

Source: RPM Market Intelligence and Terralytics


Bendigo

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


35

Bendigo - Buyer Activity Gross Sales - Q2 2026

105

-10% vs. Q1 2026

Bendigo recorded 105 gross lot sales in Q2 2026, a 10% decline on Q1’s 117, though still 4% above Q2 2025’s 101 lots. Activity was again led by the northern corridor, while southern and western precincts operated at subdued but stable levels. Buyer enquiry remained selective, favouring well priced titled stock with clear construction pathways. Trading days eased to 234 days, down from 264 in Q1 2026, pointing to quicker absorption. The headline decline says less about actual demand than the price swings do. On affordability alone the corridor keeps drawing first home buyers and tree changers regardless of the quarterly sales count.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

180

400

160

350

140

300

120

250

100 200 80 150

60

100

40 20

50

0

0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days

Source: RPM Market Intelligence and Terralytics


80 25 60

20 15

40

Bendigo - Vacant Land Stock

10

20

0

New Lots Released - Q2 2026

64

5

Jun. Qtr. Sep. Qtr. Dec.Number Qtr. Mar.of Qtr. Jun.Added Qtr. Sep. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Lots to Qtr. Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

-39% vs. Q1 2026

New lot releases eased 39% in Q2 2026, with 64 lots coming to market compared to 105 in Q1. The pullback follows a run of elevated releases through late 2025 and Q1 2026, with developers now metering supply into a softer sales quarter. Stock returns lifted to 20 lots, up from just 2 in Q1, though still low historically. Bendigo keeps adding estates, up to 47, even as Melbourne’s metro corridors consolidate, suggesting developers are backing Bendigo’s long-term demand even while pulling back closer to the city. Eased releases, a lift in stock returns, and an expanding estate base kept supply manageable, with no meaningful overhang despite the softer sales environment.

New Lot Releases

Stock Returned to Market

0

Active Estates

Active Estates 50

160

45

140

40 120 35 100

30

80

25 20

60

15 40 10 20 0

5

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

36

Stock Returned to Market

Active Estates

0

Source: RPM Market Intelligence and Terralytics


400 $270,000 300 $260,000

200

Bendigo - Lot Price and Size $250,000

$240,000

Lot Price - Q2 2026

$288,808

100

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

+9% vs. Q1 2026

Median lot pricing jumped 9% in Q2 2026, rising from $265,000 to $288,808. The median lot size held broadly steady at 527sqm, down slightly from 532sqm, so the lift reflects true value movement rather than a shift toward larger lots. Price had actually been steady for three straight quarters, sitting in a tight $262,000 to $265,000 band from mid 2025 through Q1, so this jump breaks from stability. Bendigo has moved this sharply before (when the median fell 11.4% in June 2025), so a move this size should be confirmed next quarter rather than treated as a trend.

37

0

Median Lot Size

Median Lot Price 700

$300,000

600

$290,000

500

$280,000

400 $270,000 300 $260,000

200

$250,000

$240,000

100

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Median Lot Price

0

Source: RPM Market Intelligence and Terralytics


Macedon & Mitchell

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


39

Macedon & Mitchell - Buyer Activity Gross Sales - Q2 2026

89

+7% vs. Q1 2026

Macedon & Mitchell recorded 89 gross lot sales in Q2 2026, a 7% lift on Q1’s 83, behind only Drouin & Warragul’s 12% gain. Kilmore and Wallan precincts supported the improvement. Sales held up well given the broader softening across most corridors, with buyer interest anchored by lifestyle appeal and affordability compared to Melbourne’s outer areas. Trading days lengthened to 494, reflecting the corridor’s small buyer pool rather than a shift in absorption. The stronger sales result came from a small number of established stages, not a broad based lift.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

120

600

100

500

80

400

60

300

40

200

20

100

0

0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days

Source: RPM Market Intelligence and Terralytics


80 35 60

35 34

40

Macedon & Mitchell - Vacant Land Stock

34

20

0

New Lots Released - Q2 2026

45

33

Jun. Qtr. Sep. Qtr. Dec.Number Qtr. Mar.of Qtr. Jun.Added Qtr. Sep. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Lots to Qtr. Market '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26

-38% vs. Q1 2026

New lot releases eased 38% in Q2 2026, with 45 lots coming to market compared to 73 in Q1. Stock returns fell sharply to just 9 lots, down from 48 in Q1, a reversal that supports the view flagged last quarter, that the Q1 jump reflected settlement timing rather than a deterioration in buyer commitment. Estate numbers barely moved, at 37, a stability that says more about a naturally contained development footprint than any deliberate supply discipline. Total available stock eased as the pullback in returns outweighed the lighter release volumes, removing a source of near term uncertainty.

New Lot Releases

Stock Returned to Market

33

Active Estates

Active Estates 39

140

38

120

37 100

36

80

35

60

34 33

40

32 20

0

31

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

40

Stock Returned to Market

Active Estates

30

Source: RPM Market Intelligence and Terralytics


$380,000

640

$370,000

620

$360,000

41

600

Macedon & Mitchell - Lot Price and Size $350,000

580

$340,000 $330,000

Lot Price & Size - Q2 2026

$330,000

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

-11.3% vs. Q1 2026

Median lot pricing fell 11.3% in Q2 2026, easing from $372,000 to $330,000. The median lot size also contracted to 579sqm, down from 611sqm, pointing to a shift in the mix of stock toward smaller, more affordable lots. The pullback interrupts a period of relative price stability. Macedon & Mitchell continues to offer a distinctive value propositions; larger lots at prices that remain accessible relative to the region’s lifestyle premium. Near term pricing will depend on which way lot sizes move next quarter, given the corridor’s modest and uneven release volumes.

Median Lot Size

Median Lot Price

$450,000

700

$400,000

680

$350,000

660

$300,000

640

$250,000

620

$200,000

600

$150,000

580

$100,000

560

$50,000

540

$0

520

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

560

Median Lot Price

Source: RPM Market Intelligence and Terralytics


Drouin & Warragul

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


43

Drouin & Warragul - Buyer Activity Gross Sales - Q2 2026

123

+12% vs. Q1 2026

Drouin & Warragul recorded 123 gross lot sales in Q2 2026, a 12% lift on Q1’s 110, the strongest relative result of any corridor in this report, ahead of Macedon & Mitchell’s 7% gain. Activity remains well above early 2024 levels, supported by affordability relative to Melbourne’s fringe growth areas. Warragul continued to carry the corridor, with Drouin’s contribution comparatively modest, an imbalance consistent enough to call it the corridor’s settled pattern. Relocation demand out of Melbourne remains the underlying driver, a structural tailwind that keeps the corridor from swinging as hard as its smaller sales base might suggest.

Gross Lot Sales Gross Lot Sales

Average Trading Days Average Sales (10 Years)

400

140

350

120

300

100

250 80 200 60 150 40

100

20

0

50

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Gross Lot Sales

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Average Trading Days

Ave. Sales (10 Years)

Average Trading Days

0

Source: RPM Market Intelligence and Terralytics


20 19

100

44

18

Drouin & Warragul - Vacant Land Stock

17

50

0

New Lots Released - Q2 2026

182

16

Sep. Qtr. Dec. Qtr. Mar.Number Qtr. Jun.of Qtr. Sep. Qtr. Dec. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Lots Added to Qtr. Market '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26

+96% vs. Q1 2026

New Lot Releases

Stock Returned to Market

15

Active Estates

Active Estates

250

24 23

New lot releases nearly doubled in Q2 2026, with 182 lots coming to market compared to 93 in Q1, a 96% increase and a marked shift from the measured pace of recent quarters. Stock returns held low at 9 lots, matching the last three quarters (9, 10, 9), pointing to minimal cancellations. Active estates lifted to 23, continuing recovery from a low of 17 in the second half of 2024, as paused projects re-enter the pipeline. Baw Baw is now the second corridor after Ballarat where releases have surged well ahead of demand, 182 lots against sales growth of 12%.

200

22 21

150

20 19

100

18 17

50

16 0

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 New Lot Releases

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Stock Returned to Market

Active Estates

15

Source: RPM Market Intelligence and Terralytics


$320,000

400

$310,000

300

$300,000

45

200

Drouin & Warragul - Lot Price and Size $290,000

100

$280,000 $270,000

Lot Price - Q2 2026

$320,000

Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Median LotSep. Price '23 '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 Median Lot Size

+0.8% vs. Q1 2026

Median lot pricing lifted 0.8% in Q2 2026, rising from $317,500 to $320,000. The median lot size increased to 511sqm, up from 501sqm, with Warragul’s larger lots continuing to shape the corridor’s size and pricing profile. Near term pricing is expected to remain stable, though the sharp lift in new supply (as in Ballarat) is the bigger variable to watch. A near doubling of released stock is more likely to test pricing than the modest sales uplift suggests.

Median Lot Size

Median Lot Price

$360,000

620

$350,000

600

$340,000

580

$330,000

560

$320,000

540

$310,000

520

$300,000

500

$290,000

480

$280,000

460

$270,000

440

Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. Sep. Qtr. Dec. Qtr. Mar. Qtr. Jun. Qtr. '23 '23 '24 '24 '24 '24 '25 '25 '25 '25 '26 '26 Median Lot Size

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

0

Median Lot Price

Source: RPM Market Intelligence and Terralytics


46

Victorian Greenfield Market Outlook Michael Staedler General Manager Market Intelligence m.staedler@rpmgrp.com.au

Three consecutive RBA rate rises through the first half of 2026 took the cash rate from 3.60% to 4.35%, before the Board held steady at its June and August meetings. While unchanged, the RBA remains cautious around the short term as inflation remains a persistent issue at 3.8% through June, still above the RBA’s 2 to 3% target band. Borrowing capacity has been materially reduced, and household stress has only marginally eased. The Federal Budget changes have squeezed investors further: proposed CGT reforms have prompted banks to cut maximum investor loans by around 20%, with NAB forecasting capital city house prices to fall 2% over 2026. NAB’s Consumer Stress Index eased to 58.7 in Q2 from 59.1 in Q1, still above average, cost of living the dominant driver at 70.2.

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

Uncertainty around rates, rising costs, and a change of premier: Victoria’s greenfield market heads into the second half of 2026 with more moving parts than usual.

Westpac-Melbourne Institute sentiment recovered to 83.9 in July from 80.6, though that’s still bottom 10% of the survey’s history. Business sentiment tells a similarly uneven story. NAB’s Quarterly Survey recorded a sharp fall across Q2, conditions down 5 points to 2, as firms cited the Middle East conflict and budget settings. Monthly data since has been more encouraging: confidence rose 9 points to -5 in June, a third straight gain. First-home buyers, the dominant demand cohort across the greenfield corridors, remain most exposed to further rate movement. Supply-side cost pressures have intensified rather than eased. Rider Levett Bucknall’s June update estimates the Middle East conflict has added 1.5% to 3.5% to project costs, with diesel, plastic pipe, bitumen and asphalt up 20% to 40% since February on Strait of Hormuz disruption.

The ABS recorded building materials up 3.8% over the year to June, the fastest pace in three years, and CBA forecasts construction price growth toward 8% by September, up to 12% if the conflict drags on. Victoria enters the second half of 2026 under new leadership. Ben Carroll was sworn in as premier on 28 July, replacing Jacinta Allan ahead of November’s election, and used his first day to announce a construction sector royal commission, adding policy uncertainty for an industry already navigating rate and cost pressures. Still, Melbourne’s greenfield market retains a genuine affordability edge over established housing and other eastern seaboard markets, and government incentives continue to support entry-level demand, a real strength to build on as conditions ease.

F or more information, please visit: www.rpmgrp.com.au O ur Market Intelligence Services create bespoke reports crafted to your specifications, translating rich data into in-depth analysis. For a bespoke report, email the team at: contactus@rpmgrp.com.au


47

Our Team Market Intelligence Michael Staedler

General Manager Market Intelligence m.staedler@rpmgrp.com.au

Andrew Raponi

Senior Research Manager a.raponi@rpmgrp.com.au

Laurence Rao

Simon Brinkman

Rod Anderson

Peter Grant

Research Manager - VIC laurence@rpmgrp.com.au

Research Manager - QLD simon@rpmgrp.com.au

Executive, Sales and Marketing Leadership Paul McMahon

Luke Kelly

Chief Operating Officer paul@rpmgrp.com.au

National Managing Director Built Form luke@rpmgrp.com.au

National Managing Director Communities rod@rpmgrp.com.au

Imogene Schaefer

Michael Vilar

General Manager Marketing imogene@rpmgrp.com.au

General Manager Medium Density - VIC michaelv@rpmgrp.com.au

Greg Rankin

Joe Catanese

Tim Hyland

National Managing Director Transactions & Advisory joec@rpmgrp.com.au

VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP

National Strategy Manager Transactions & Advisory tim@rpmgrp.com.au

General Manager New Business gregr@rpmgrp.com.au

National Managing Director Business Development peter@rpmgrp.com.au

Johnathon Driessen

General Manager Communities - VIC johnathon@rpmgrp.com.au


48

Unlocking Australia’s Property Landscape For detailed insights or custom reporting, contact the team at: contactus@rpmgrp.com.au

rpmgrp.com.au VIC GREENFIELD MARKET REPORT Q2 2026 | © RPM GROUP


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