This week: UK market softens — creating a counter-cyclical entry window. Perth continues its historic run. Malaysia's domestic market stalls. And the case for Napier grass has never been stronger.
When the mainstream panics, informed investors position. Here's what the data actually says.
"The biggest June price drop in fourteen years. Sellers are adjusting prices in response to the record number of homes available — buyers are price-sensitive and cautious."— Rightmove House Price Index, 15 June 2026
UK asking prices fell 0.6% in June 2026 — the largest June decline since 2012 — taking the average to £376,191 (Rightmove, June 2026). Zoopla confirms the average sold price sits at £271,900, up just 1.5% year-on-year. Savills has revised its full-year forecast to a 2% price fall nationally, with London and the South East taking the biggest hit.
Here is something the Malaysian press won't tell you: when a market softens, the entry price goes down. You are not buying a falling market — you are buying a temporarily discounted market before the medium-term recovery. Savills' own five-year forecast projects 4% growth in 2027, 5% in 2028, and 5.5% in 2029. The window to buy below the peak is now.
Inhouse's UK offering is through Parklands Property Group Ltd, focused on residential land in Sevenoaks, Kent. This is not London. The Zoopla data confirms: every region except the South East is now in positive growth or flat ground. Kent, served by fast rail to London (35 min), remains structurally supported by demand from London-based professionals. The current soft patch in London and prime markets makes our Kent land position even more compelling as a relative value play.
UK average monthly private rents hit their highest level on record in May 2026. The average two-year fixed mortgage rate dropped slightly to 5.07% (from 5.18% last month). Mortgage approvals for new purchases hit a 15-month high in April at 65,900. The sales market is soft. The fundamentals — jobs, rental demand, infrastructure — remain solid.
When a client says "the UK market is falling" — your response: "Correct. And that's why the timing is better than it's been in three years. You're not buying at the top — you're buying while it's discounted, before the five-year recovery Savills is forecasting. Investors who bought in 2012 — the last time the market dipped like this — made significant returns by 2017."
Residential land investment through Parklands Property Group Ltd (UK Reg. No. 14023113). Access institutional deals through your Inhouse membership.
Enquire Now — inhousemy.com → Parklands Property GroupWhile the rest of Australia softens, Perth keeps running. Here is why — and for how long.
Perth recorded 25.8% annual dwelling growth with a 4.8% quarterly gain. The median dwelling value has passed AUD $1,050,354. Unit values rose 27.9% year-on-year — the strongest of any dwelling type anywhere in the country. ANZ forecasts 12.3% further growth across 2026. REIWA — the Real Estate Institute of Western Australia — has confirmed units are set for 15–20% growth this year.
"Perth has moved into a structural scarcity cycle. Price gains are increasingly driven by the gap between supply and demand, not speculation. The window of early-mover advantage is narrowing."— Cotality (formerly CoreLogic) Research Director Tim Lawless, May 2026
Inhouse's Perth product — Beacham Waters by DevSpace — is positioned in the northern growth corridor. This is precisely the area Cotality and REIWA identify as having the strongest capital growth outlook: affordable relative to Perth median, high rental demand, strong employment catchment. New builds in this corridor are selling before completion. The window for Malaysian investors to enter at pre-completion pricing is the strategic advantage.
Malaysian investors accessing Perth's growth corridor through Inhouse. Pre-completion pricing available now through your membership.
View Perth Opportunity → 📍 Book KL Session with DeanThe data is clear. Malaysian residential property is not the retirement vehicle it once was.
Malaysia's national average house price sits at RM495,000 — prices have barely moved over the past 12 months. Real house prices (inflation-adjusted) actually fell 1.39% in Q3 2025. New launch take-up rates collapsed from 38% to 21% in the second half of 2025. There were over 28,000 unsold completed residential units nationwide at end-2025.
If you own or are considering a KL high-rise condo, the data demands your attention. Zoopla UK's equivalent finding applies here too: flats and high-rise apartments are the weakest-performing property type in every developed market right now — including Malaysia. Johor alone had 5,800+ unsold completed high-rise units at end-2025. KL high-rise vacancy remains elevated. Net yields after maintenance fees, service charges, and vacancy periods are often 2–3% or less.
EPF data consistently shows the median Malaysian active member retires with less than RM240,000 in savings — enough to last roughly 4–5 years at modest living standards. A domestic condo yielding 3% gross on RM600,000 produces RM18,000/year — RM1,500/month — before tax, vacancy, and maintenance. That is not retirement income. That is supplementary pocket money.
While urban residential stalls, the agricultural land sector — specifically in Negeri Sembilan — is operating on an entirely different logic. Government-backed food security mandates, rising commodity demand, and a genuine supply gap create the conditions that high-rise condos in KL simply cannot replicate.
How the ringgit moves against GBP and AUD — and what it means for your investment entry price.
GBP/MYR: A £150,000 UK land investment costs you approximately RM819,000 at today's rate. Six months ago at RM5.20, the same investment cost RM780,000. The pound has strengthened — waiting costs you more.
AUD/MYR: A AUD$500,000 Perth property costs you approximately RM1,435,000 today vs RM1,370,000 in November 2025. Perth prices are rising AND the AUD is strengthening. Double headwind for delay.
Government-mandated, supply-constrained, and already producing income. The Sana Fortis HTG Grass Farm, Gemas.
"Investing in a country's food chain is the most secure and compounding investment I've ever made. The industry is government-backed, demand is rising, and almost nobody is growing the grass they need to feed the animals."— Dean Oakford, Inhouse Malaysia
Since 2025, alongside global property, Dean has invested directly in Malaysia's beef and dairy supply chain through Sana Fortis HTG Grass Farm in Gemas, Negeri Sembilan — specifically in Napier grass cultivation, the foundational feed crop for all cattle and dairy farming. The opportunity sits at the intersection of government policy, food security, and a supply gap so large it is almost impossible to miss.
Malaysia currently produces only 14.7% of its own beef. The government has set a legal target of 50% beef self-sufficiency by 2030 under the National Agrofood Policy 2021–2030. To scale the cattle and dairy sector, the country needs one thing above all others: cattle feed. F&N (Fraser & Neave) has already committed RM1 billion to develop a 2,726-hectare dairy farm in Gemas, Negeri Sembilan — the same area as Sana Fortis.
F&N confirmed a RM1 billion investment in a dairy mega-farm in Gemas, Negeri Sembilan — capable of housing 20,000 dairy cows. The Malaysian government's own blueprint confirms Napier grass cultivation remains "critically underutilised" domestically, intensifying dependence on expensive imported feed.
Each plot at Sana Fortis HTG is 700 sqm of Napier grass farmland in Gemas. The investment is structured as:
| Package | Size | Investment | Annual Income (10% p.a.) |
|---|---|---|---|
| 🥉 Bronze | 2 plots (1,400 sqm) | RM60,000 | RM6,000/yr |
| 🥈 Silver | 4 plots (2,800 sqm) | RM120,000 | RM12,000/yr |
| 🥇 Gold | 8 plots (5,600 sqm) | RM240,000 | RM24,000/yr |
| 💎 Platinum | 16 plots (11,200 sqm) | RM480,000 | RM48,000/yr |
When the farm expands to Site 2 in 2027 and Site 3 in 2028, existing investors receive matching free plots — effectively tripling their holding at no additional cost. This means a RM60,000 Bronze investment becomes a 6-plot holding by 2028, generating RM18,000/year from the same initial outlay. That is an effective return of 30% per annum by Year 3.
A RM60,000 fixed deposit at BNM OPR-linked rates (currently 2.75%) earns approximately RM1,650/year. The same amount in Sana Fortis Bronze earns RM6,000/year — and becomes RM18,000/year by 2028 through the expansion mechanic. No property management. No tenant risk. Government-backed sector. Managed by Simon and Hector's experienced farm operations team on-site in Gemas.
Napier grass cultivation in Negeri Sembilan. Bronze entry from RM60,000. Income starts immediately. Matching plots at Sites 2 and 3 (2027–2028).
Learn More Free → 📍 Book Office Visit, Menara UOA BangsarPersonal thoughts from the desk of Dean Oakford, Inhouse Malaysia.
"The week the UK had its worst June price drop in 14 years, my phone rang more than usual. People are anxious. But anxiety and opportunity look identical from a distance. You just need the data to tell them apart."— Dean Oakford, 25 June 2026
I have been in property since I was 16. I have lived through the 2008 crash, the Brexit shock, COVID, and now this — a Middle East-driven energy spike putting temporary pressure on UK and global markets. Every single time, the people who bought during the noise made the returns. The people who waited for certainty bought at the top.
This week, three things struck me. First, the UK data: asking prices fell 0.6% in June. Savills revised to -2% for the year. And yet — mortgage approvals hit a 15-month high. People are still buying. The serious money is moving quietly while the noise is loud. Second, Perth added another AUD $21,000 to the median home value in a single month. Not a year. A month. And vacancy rates are still 0.5%. Third — and this one I find the most interesting — the F&N RM1 billion dairy farm announcement in Gemas is being completely ignored by the Malaysian investment media. They are too busy writing about KL condo yields of 3%. A billion ringgit going into the same area as our grass farm and nobody is talking about it. That asymmetry is where Inhouse members win.
Every conversation starts with education, not a sales pitch. Bring your questions, your EPF statement, your fixed deposit figures. We'll show you what's possible.
Join 600+ Malaysian investors protecting their retirement, funding their children's education, and building global wealth. Free to start.
Join Free at inhousemy.com → 📍 Book a Free 30-Min KL Session with DeanInhouse Malaysia
Menara UOA Bangsar, Unit A-17-09
Kuala Lumpur, Malaysia
Disclaimer: For educational purposes only. Not financial advice. All market data sourced from Rightmove HPI June 2026, Zoopla HPI June 2026, Savills Research June 2026, Cotality Home Value Index May 2026, Global Property Guide, NAPIC, Bank Negara Malaysia, GMI Research, Ministry of Agriculture & Food Security (KPKM), F&N Annual Report 2024. Past performance does not guarantee future results. Seek independent financial advice before making investment decisions.
本周:英国市场软化——创造逆周期入市窗口。珀斯继续创历史纪录。马来西亚国内市场停滞。而种植象草的理由比以往更加充分。
当大众恐慌时,知情投资者布局。以下是数据真正揭示的内容。
2026年6月英国要价下跌0.6%——这是自2012年以来最大的六月降幅——平均降至376,191英镑(Rightmove,2026年6月)。Zoopla确认平均成交价格为271,900英镑,同比仅上涨1.5%。第一太平戴维斯将全年预测修订为全国价格下跌2%,伦敦和英格兰东南部跌幅最大。
Inhouse的英国产品通过Parklands Property Group Ltd,专注于英国肯特郡西夫诺克斯的住宅用地。Zoopla数据证实:除英格兰东南部外,每个地区现在都处于正增长或平稳状态。肯特郡距伦敦仅35分钟快车,受到伦敦专业人士需求的结构性支撑。目前伦敦和高端市场的疲软使我们的肯特郡土地头寸更具相对价值吸引力。
当澳大利亚其他地区疲软时,珀斯继续前行。原因及持续时间如下。
珀斯录得年度住宅价值增长25.8%,季度增长4.8%。住宅中位价值已超过澳元1,050,354元。单元房价值同比上涨27.9%——是全国任何住宅类型中最强劲的。澳新银行预测2026年将进一步增长12.3%。
Inhouse的珀斯产品——DevSpace的Beacham Waters——位于北部增长走廊。这正是Cotality和REIWA认定资本增长前景最强的地区:相对于珀斯中位价仍具可负担性,租房需求旺盛,就业覆盖面强。该走廊的新建住宅在竣工前即已售出。马来西亚投资者以预竣工价格入市的窗口是战略优势。
政府授权、供应受限,并已开始产生收益。吉宁沙那福提HTG草场。
自2025年起,Dean通过吉宁(Negeri Sembilan)沙那福提HTG草场直接投资马来西亚牛肉和乳品供应链,专门从事象草种植——所有牛和奶牛养殖的基础饲料作物。马来西亚目前仅生产14.7%的国内牛肉。政府已设定法定目标:根据2021—2030年国家农粮政策,到2030年实现50%的牛肉自给。
| 套餐 | 面积 | 投资额 | 年收益(10%) |
|---|---|---|---|
| 🥉 铜牌 | 2地块(1,400平方米) | RM60,000 | RM6,000/年 |
| 🥈 银牌 | 4地块(2,800平方米) | RM120,000 | RM12,000/年 |
| 🥇 金牌 | 8地块(5,600平方米) | RM240,000 | RM24,000/年 |
| 💎 白金 | 16地块(11,200平方米) | RM480,000 | RM48,000/年 |
加入600多名马来西亚投资者,保护退休生活,资助子女教育,建立全球财富。免费开始。
在inhousemy.com免费加入 → 📍 与Dean预约吉隆坡免费30分钟会谈免责声明:仅供教育目的,非财务建议。所有市场数据来源于Rightmove HPI 2026年6月、Zoopla HPI 2026年6月、第一太平戴维斯研究、Cotality房屋价值指数2026年5月、全球房产指南、NAPIC、马来西亚国家银行、GMI Research、农业与粮食安全部及F&N年报2024。过去表现不保证未来结果。
Minggu ini: Pasaran UK melemah — mewujudkan peluang masuk balik kitaran. Perth terus mencatat rekod bersejarah. Pasaran domestik Malaysia tersekat. Dan kes rumput Napier tidak pernah sekuat ini.
Apabila orang ramai panik, pelabur bijak mengambil kedudukan. Inilah yang data sebenarnya tunjukkan.
Harga tanya UK turun 0.6% pada Jun 2026 — penurunan Jun terbesar sejak 2012 — kepada purata £376,191 (Rightmove, Jun 2026). Zoopla mengesahkan harga jualan purata berada pada £271,900, naik hanya 1.5% berbanding tahun lalu. Savills telah menyemak semula ramalan penuh tahun kepada penurunan harga 2% secara nasional.
Produk UK Inhouse adalah melalui Parklands Property Group Ltd, memberi tumpuan kepada tanah kediaman di Sevenoaks, Kent. Data Zoopla mengesahkan: setiap wilayah kecuali South East kini berada dalam pertumbuhan positif atau mendatar. Kent, diservis oleh kereta api cepat ke London (35 minit), kekal disokong secara struktur oleh permintaan daripada profesional berbasis London. Kawasan lemah semasa di London dan pasaran utama menjadikan kedudukan tanah Kent kami lebih menarik sebagai pelaburan nilai relatif.
Sementara Australia lain melemah, Perth terus maju. Inilah sebabnya — dan berapa lama.
Perth mencatat pertumbuhan nilai kediaman tahunan 25.8% dengan keuntungan suku tahunan 4.8%. Nilai kediaman median telah melepasi AUD$1,050,354. Nilai unit meningkat 27.9% berbanding tahun lalu — yang terkuat bagi mana-mana jenis kediaman di seluruh negara. ANZ meramalkan pertumbuhan selanjutnya sebanyak 12.3% sepanjang 2026.
Diamanatkan kerajaan, bekalan terhad, dan sudah menghasilkan pendapatan. Ladang Rumput Sana Fortis HTG, Gemas.
Sejak 2025, selain hartanah global, Dean telah melabur secara langsung dalam rantaian bekalan daging lembu dan tenusu Malaysia melalui Ladang Rumput Sana Fortis HTG di Gemas, Negeri Sembilan. Malaysia kini hanya menghasilkan 14.7% daging lembu sendiri. Kerajaan telah menetapkan sasaran undang-undang 50% sara diri daging lembu menjelang 2030 di bawah Dasar Agrufood Kebangsaan 2021–2030.
| Pakej | Saiz | Pelaburan | Pendapatan Tahunan (10%) |
|---|---|---|---|
| 🥉 Gangsa | 2 lot (1,400 sqm) | RM60,000 | RM6,000/thn |
| 🥈 Perak | 4 lot (2,800 sqm) | RM120,000 | RM12,000/thn |
| 🥇 Emas | 8 lot (5,600 sqm) | RM240,000 | RM24,000/thn |
| 💎 Platinum | 16 lot (11,200 sqm) | RM480,000 | RM48,000/thn |
Deposit tetap RM60,000 pada kadar berkaitan OPR BNM (kini 2.75%) menghasilkan kira-kira RM1,650/tahun. Jumlah yang sama dalam Sana Fortis Gangsa menghasilkan RM6,000/tahun — dan menjadi RM18,000/tahun menjelang 2028 melalui mekanisme pengembangan. Tiada pengurusan hartanah. Tiada risiko penyewa. Sektor disokong kerajaan.
Sertai lebih 600 pelabur Malaysia yang melindungi persaraan mereka, membiayai pendidikan anak-anak, dan membina kekayaan global. Percuma untuk bermula.
Sertai Percuma di inhousemy.com → 📍 Tempah Sesi KL Percuma 30 Min Dengan DeanInhouse Malaysia
Menara UOA Bangsar, Unit A-17-09
Kuala Lumpur, Malaysia
Penafian: Hanya untuk tujuan pendidikan, bukan nasihat kewangan. Semua data pasaran bersumber dari Rightmove HPI Jun 2026, Zoopla HPI Jun 2026, Savills Research, Cotality Home Value Index Mei 2026, Global Property Guide, NAPIC, Bank Negara Malaysia, GMI Research, KPKM dan Laporan Tahunan F&N 2024. Prestasi lepas tidak menjamin keputusan masa hadapan.