NAPIC · Q1 2026Fewer transactions, stable value
National transaction volume fell 8.0% year on year to 89,966 while total value eased only 0.6% to RM51.09 billion.
JPI read: negotiating room may improve, but stable value does not support waiting for a universal crash.
NAPIC · 2025PJohor led major-state price growth
Johor's all-house average reached RM472,977, with 6.9% annual growth in the 2025 provisional index.
JPI read: strong state averages increase the importance of micro-market entry discipline.
SupplyCompleted unsold stock increased
Malaysia had more than 32,000 completed unsold residential units worth RM16.37 billion in Q1 2026; serviced-apartment overhang reached 19,263 units.
JPI read: density and competing completions remain non-negotiable checks.
RTS LinkEnd-2026 remains the target
LTA states capacity of up to 10,000 peak commuters per hour in each direction and a five-minute train journey.
JPI read: proximity supports demand only when walking access, price and supply are workable.
JS-SEZInvestment moved into implementation
MIDA reported RM126.9 billion in approved Johor investments between 2025 and Q1 2026.
JPI read: employment potential is a medium-term demand input, not an immediate rent guarantee.
FinancingOPR is 2.75%
Bank Negara Malaysia listed the policy rate at 2.75% as at 7 May 2026.
JPI read: use the offered mortgage rate, then stress it by at least 0.75 percentage points.