
This session detailed why the landed market, despite high entry prices, contains specific pockets of undervalued assets. Melvin Lim explained the 'seasons of investing' methodology, showing how capital flows between Inter-Terraces, Semi-Ds, and Strata Landed homes based on measurable pricing disparities. The core of the analysis focused on identifying these gaps before the rest of the market catches on.
The $1,000 PSF Disparity — The current price gap between pure landed and freehold strata landed presents a quantifiable opportunity for buyers seeking a landed lifestyle and larger space at a condo-level PSF.
Absorption Rate as an Exit Signal — High absorption rates in districts like D19 for strata and terrace homes indicate strong, ongoing demand, which reduces future exit risk for assets in those specific micro-markets.
The Semi-D 'Crossfire' Value — An original-condition Semi-D at $5.X M can offer greater capital upside than a fully renovated Inter-Terrace at a similar quantum, due to its inherent land value and higher price ceiling.
This isn’t a general market outlook — it’s a decision-making lens focused on timing, sequencing, and identifying where the next moves lie. If you’re holding, repositioning, or eyeing your next entry, these takeaways should inform how you pressure-test your portfolio today.
The frameworks shared—from the Disparity Effect® to Absorption Ratios—are powerful, but they are time-sensitive. The opportunity windows in specific landed segments are closing as capital rotates and undervalued assets are absorbed by discerning buyers.
Applying these principles to your unique financial position and portfolio goals requires a tailored analysis.
Breakdown of strata vs inter-terrace PSF gaps (~$1,000 spread)
Crossfire case study: when semi-Ds at $5M–$6M outperform terraces at $4.5M+
Rebuild vs buy-new cost matrix: Cat 1–4 landed frameworks with true math

What We’ll Solve Together
Personalised Financial Affordability Mapping
Disparity Effect® Analysis for Your Chosen Properties
Absorption Rate Modelling for Your Target Districts
PLB Landed Framework (Cat 1-4) Costing Simulation
Portfolio Restructuring Scenarios for Entry
Total value: $2999
“I realised my inter-terrace plan made less sense than a semi-D. The crossfire logic saved me from an exit bottleneck.”
District 19, Semi-D Buyer

“The rebuild vs buy-new math was eye-opening. I would have sunk time and money into a teardown when a Cat 3 home was the smarter move.”
Bukit Timah Homeowner

“Absorption ratios changed how I think about selling. Now I only shortlist homes with demand already visible in the data.”
Landed Portfolio Investor


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