November CPI data showed inflation moderating further to 2.1% YoY, within RBA target band. Holiday shopping season commenced strongly with retail sales tracking ahead of forecasts. Iron ore recovered to $105/tonne on China's stimulus implementation accelerating.

SGP rallied as property trust yield appeal heightened ahead of distribution season. Retail property valuations stabilized with rental income resilience confirmed. At $2.85, the property trust exposure offers 5.8% yield with growth potential.

LLC climbed on construction pipeline visibility and residential land sales acceleration. Development margins improved with land scarcity supporting pricing power. At $11.40, the real estate developer benefits from property market strength.

BHP rebounded on iron ore recovery and positive capital allocation guidance. Copper demand remains strong with supply constraints supporting pricing. At $46.50, the diversified miner offers commodity exposure with 4.0% yield.

Holiday season property listings thin as sellers delay sales; buyers face limited choice driving up prices. Investment property searches accelerate with tax planning considerations.

This is a free edition of The Wealth Signal. Upgrade to Signal+ or Signal Pro for full analysis, entry prices, and Greg's model portfolio.