Budget shock for property investors, rents and house prices
About this episode
Pete Wargent and Chris Bates discuss the implications of the recent Federal Budget on Australia's housing market and property investment strategies.
In this 2 Sense episode of the Australian Property Podcast, Pete Wargent and Chris Bates react to a Federal Budget that could reshape Australia’s housing market faster than many investors expect. Recording the morning after the announcement, they break down the headline changes: negative gearing being restricted to new builds from 1 July 2027, a tougher capital gains tax regime, and a new minimum tax rate on trusts. But the real focus is what those changes do to behaviour. Pete and Chris unpack why investor borrowing capacity could be hit, why established-property demand may soften, and why areas with heavy investor ownership could feel the pressure first. The episode also looks at the flow-on effects for rents, first-home buyers and housing supply. With vacancy rates already tight and rates still elevated, the pair explain why the market could split further between scarce owner-occupier-grade assets and investor-led stock such as some apartments and regional hotspots. They also discuss the likely policy response, including a bigger role for the 5% deposit scheme as government tries to keep demand from falling too hard. If you want a practical conversation about what the Budget…
More episodes of Australian Property Podcast
- Senator Andrew Bragg on housing, tax and Australia’s productivity problem
- Budget fallout for property: buyers, investors and the new-build gamble
- Budget changes: What property investors, pre-retirees and retirees should do next
- Is property investing dead? What the Budget means for buyers, rents and prices
- Why does it cost so much to build in Australia? Plus Budget risks for housing
Explore listener stats, chart rankings, contacts and more on the Australian Property Podcast podcast page.