Roncasa/ Insights/ Commentary

Market insights.

Weekly commentary, real case studies, market data and the occasional bilingual aside. Written by Ron, no AI slop, no agency PR.

153Articles
2014Since
4,210Monthly readers
Commentarynewest firstJun 2025 → Sep 2026
362 Holland Road Gets a Second Life: Co-Living Comes to Holland Village — Roncasa Singapore property analysis
— co-living
362 Holland Road Gets a Second Life: Co-Living Comes to Holland Village

Trans-Orient Services wins the SLA tender for 362 Holland Road — a biophilic co-living concept for professionals and students, 300m from ...

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SORA Weekly, Week 38 2026: 3M compounded SORA at 1.22%
— interest rates
SORA Weekly, Week 38 2026: 3M Compounded SORA at 1.22%

3M compounded SORA at 1.22% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
CCR Resale's Two-Speed Market: Seven Holt Road Won, Marina Collection Still Bleeding — Roncasa Singapore property analysis
— CCR
CCR Resale's Two-Speed Market: Seven Holt Road Won, Marina Collection Still Bleeding

Three condo deals from the week of September 1–8 show CCR resale splitting in two: freehold riverfront compounding quietly, Sentosa Cove ...

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SORA Weekly, Week 37 2026: 3M compounded SORA at 1.20%
— interest rates
SORA Weekly, Week 37 2026: 3M Compounded SORA at 1.20%

3M compounded SORA at 1.20% this week (+0bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
SORA Weekly, Week 36 2026: 3M compounded SORA at 1.20%
— interest rates
SORA Weekly, Week 36 2026: 3M Compounded SORA at 1.20%

3M compounded SORA at 1.20% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
Terra Hill’s New PSF Low Isn’t Bad News — It’s Information. Here’s What It’s Telling You. — Roncasa Singapore property analysis
— commentary
Terra Hill’s New PSF Low Isn’t Bad News — It’s Information. Here’s What It’s Telling You.

Terra Hill hit a new PSF low while D20 and D09 hit new highs the same week. Here's the contrast, and what the developer's pricing actuall...

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HDB vs Private: The Decoupling Is Real, And It Should Change How You Think About Upgrading
— commentary
HDB vs Private: The Decoupling Is Real, And It Should Change How You Think About Upgrading

HDB resale prices eased 0.4% from peak while private homes rose 2% over the same window. HDB upgraders now make up just 3.1% of new lande...

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SORA Weekly, Week 34 2026: 3M compounded SORA at 1.15%
— interest rates
SORA Weekly, Week 34 2026: 3M Compounded SORA at 1.15%

3M compounded SORA at 1.15% this week (+2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
Three deals. Three different outcomes. Same decade. D10 wins, D9 bleeds
— CCR
Three deals. Three different outcomes. Same decade. D10 wins, D9 bleeds

Leedon D10 gains $3.75M in 9.5 years. Ocean Park D15 gains $2.93M in 29 years. Orchard Scotts D9 loses $884K after 16 years. What these t...

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En Bloc Threshold Could Fall to 70% for Older Developments, With Tighter Safeguards for Minority Owners
— collective sale
En Bloc Threshold Could Fall to 70% for Older Developments, With Tighter Safeguards for Minority Owners

Singapore's Land Titles (Strata) Amendment Bill drops the collective sale consent threshold to 70% for buildings aged 40–59 — about 150 d...

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SORA Weekly, Week 32 2026: 3M compounded SORA at 1.12%
— interest rates
SORA Weekly, Week 32 2026: 3M Compounded SORA at 1.12%

3M compounded SORA at 1.12% this week (-2bp WoW). Bank rates we're tracking, Fed/US 10Y context, and Ron's read on fixed vs floating.

1 min read Read →
Non-landed private home prices fell by 0.1% in second quarter, with 1.4% drop in RCR: flash estimates
— 2026
Non-landed private home prices fell by 0.1% in second quarter, with 1.4% drop in RCR: flash estimates

Singapore's 2Q2026 non-landed price dip isn't a market slowdown — it's a composition effect. 60% of sales were in the OCR while the CCR p...

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HDB Just Removed the 15-Month Wait-Out — Here's Who Actually Benefits
— HDB
HDB Just Removed the 15-Month Wait-Out — Here's Who Actually Benefits

HDB removed the 15-month wait-out period for private owners buying resale flats, effective 28 Jul 2026. Here's what changed and who it ac...

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Town Hall Link GLS: What Developers Will Bid — and What Buyers Will Pay
— D22
Town Hall Link GLS: What Developers Will Bid — and What Buyers Will Pay

A white site. A rejected 2023 bid. A 400,719 sq ft second chance. We derived what developers can afford to bid for Town Hall Link before ...

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One Marina Gardens notches new price high of $3,290 psf
— CCR
One Marina Gardens notches new price high of $3,290 psf

One Marina Gardens set a new $3,290 psf high in June 2026 while Scotts Tower hit an all-time low. The widening CCR spread is a buying sig...

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H2 2026 Launch Pipeline: When Land Costs Set the Floor, "Waiting" Has a Price
— 2026
H2 2026 Launch Pipeline: When Land Costs Set the Floor, "Waiting" Has a Price

New benchmark pricing isn't a tagline — it's a permanent comp reset. Here's what the H2 2026 launch pipeline means for buyers, resale own...

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2H2026 GLS: What 9,320 Units Signals for Singapore Property Buyers
— commentary
2H2026 GLS: What 9,320 Units Signals for Singapore Property Buyers

Full-year Confirmed List hits 9,320 units — 50% above the 10-year average. Developers are the most competitive since 2023. Ron breaks dow...

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First Condo Launches in Tengah and Bayshore Drive April Sales Surge in Singapore
— Analysis
First Condo Launches in Tengah and Bayshore Drive April Sales Surge in Singapore

Tengah and Bayshore launches drive April sales surge amid resilient demand and low rates.

2 min read Read →