Australia's Property Market Just Split In Two (Here's Where Smart Money Is Going)

How to Invest After The 2026 Budget in Australian Property | Property Experts

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=video&utm_campaign=ep75📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Ep+75Over 50,000 first-home buyers are now at risk as the Australian property market splits in two. Sydney house prices are falling at the fastest rate in 40 years while Perth continues its 26% annual boom. In this episode, property experts break down exactly what the 2026 Federal Budget means for investors, homeowners, and anyone looking to buy Australian property right now.The Australian property market is experiencing what experts are calling a two-speed economy. Sydney recorded a 0.9% decline in May alone, with auction clearance rates dropping below 50% and investor lending down 6.3%. Melbourne followed with a 0.7% decline, though rental yields at 4.47% are now the highest of any capital city. Meanwhile, Brisbane, Adelaide, and Perth are still posting positive monthly growth, with Perth leading the nation at 1.5% for the month and 26% over the past twelve months. This episode examines where the real estate Australia market is heading for the rest of 2026, which cities present the greatest risk of negative equity, and where the smart property investment opportunities still exist for buyers and investors.Here is exactly what we have covered in the podcast:✅ Sydney's 0.9% monthly decline and why auction clearance rates have fallen below 50% ✅ Melbourne's surprising rental yield lead at 4.47% and what the November election means for investors ✅ Perth's 26% annual growth and whether the market has peaked ✅ Brisbane's affordability ceiling and the risk of a decade-long stagnation ✅ Adelaide's slowing growth trajectory and the forecast for zero or negative movement ✅ How the 2026 Budget impacts first home buyers and investor lending across every capital city ✅ The widening gap between Sydney and Melbourne median house prices and what it signalsTimestamps:0:00 — First Home Buyers at Risk 1:11 — Budget Impact discussion 2:08 — Two-Speed Economy 2:45 — Sydney Auction Clearance Rates3:43 — Investor Lending drop5:49 — Melbourne Market10:25 — Brisbane Affordability Ceiling 13:01 — Perth 26% GrowthAbout The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/If you enjoy the episode, hit Like, Subscribe, and Comment to support the channel and join the conversation.#realestateaustralia #propertyinvestmentaustralia #housingmarketaustralia #australianpropertymarket #sydneypropertymarket #firsthomebuyersaustralia

Know Your Numbers: The Post-Budget Portfolio Review Every Investor Needs

Get FREE Early Access to PropStac 👉: https://follio.com.au/propstac-waitlist/?utm_source=YouTube&utm_medium=newsletter&utm_id=Propstac+Waitlist+Ep+74📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+74Most Australian property investors are driving blind into 2026, and the RBA's next move could be a brutal backflip that catches the unprepared off guard.In this episode of the Follio Property Podcast, Lachlan Delahunty and Reece Beddall break down the new Prop Stack portfolio management platform and tackle the hardest questions facing Australian property investors right now.The team also reveals their pick for the best investment opportunity for first-time investors, breaks down the key differences between transportable regional markets and remote regionals, and delivers their number one piece of advice for investors navigating the post-budget landscape.PropStac, the new portfolio tracking and market research platform, is built for investors who want to stop relying on spreadsheets and start making data-driven decisions, the platform offers portfolio dashboards, DIY market comparison charts, and access to vetted off-market investment opportunities across Australia.Here’s everything we have covered in this episode:✅ Why the 2026 rate trajectory could backflip and catch investors off guard ✅ Lachlan Delahunty's prediction: no more RBA rate hikes in 2026 ✅ Perth property market affordability analysis (houses 18%, units 46% remaining) ✅ Melbourne units identified as the best entry point for first-time investors ✅ Sydney property cycle: why the bottom is still ahead ✅ Transportable regionals vs remote regionals: the critical distinction ✅ Prop Stack portfolio management platform walkthrough and pilot program details ✅ Post-budget investment strategy: why knowing your numbers is non-negotiable ✅ Commercial property investment thresholds and the sub-$1.5M strata unit warningTIMESTAMPS:0:00 - 2026 Rate Backflip Warning1:05 - Prop Stack Platform Introduction3:29 - Portfolio Tracking & Market Research5:36 - Dashboard Walkthrough9:08 - Scenario Planner Demo13:43 - Off-Market Property Marketplace19:08 - Q&A: RBA Rate Forecast 202620:31 - Houses vs Units in 202621:35 - Rentvesting in Today's Market22:49 - Regional vs Remote Markets Explained24:10 - Gold Coast Market AnalysisAbout The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/#AustralianPropertyMarket #RealEstateAustralia #AustralianHousingMarket #NegativeGearing #CapitalGainsTax #folliopropertypodcast Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisionsTrack: MoodMode - Upbeat Hip Hop Boom Bap Background MusicMusic provided by MoodMode

Australia's Biggest Property Crash in 40 Years Has Already Begun | Property Experts

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+73Australia's property market is on the edge of its biggest correction in 40 years and most investors are still not prepared, as explained by the property expert Leith Van Onselen. He reveals exactly why falling borrowing capacity, poorly timed tax policy, and a looming recession are set to push property prices down by up to 10% across major capitals.The Australian real estate market has reached a dangerous inflection point. With the RBA at its highest cash rate in 15 years and investor borrowing capacity slashed by up to 30%, the widening gap between soaring property prices and the real capacity to pay cannot hold. The capital gains tax, property Australia reforms and negative gearing changes have landed at the worst possible moment, piling more downward pressure onto a market already at its cyclical peak.Australia is tracking dangerously close to New Zealand's trajectory, where identical policy changes triggered a sharp property crash before the incoming government reversed course. The 25-year supercycle of rising property values relative to incomes is likely over. Brisbane sits at its most overvalued level in 50 years relative to other capitals. The Melbourne property market is the cheapest major capital in 50 years. Consumer sentiment is near 50-year lows, construction costs are up 40% since the pandemic, and rental vacancy rates have hit their lowest point in recorded history.What you'll learn in this episode: ✅ Why Australia is heading for its biggest property correction in 40 years ✅ How capital gains tax and negative gearing changes have crushed investor borrowing capacity by up to 30%✅ The New Zealand precedent and what it signals for Australian property investment in 2025 ✅ Brisbane vs Melbourne: which capital is dangerously overvalued and which presents the hidden opportunity ✅ Why surging construction costs are deepening the rental crisis and stifling new supply ✅ What RBA rate cuts will and will not save for property investorsTimestamps:00:00 - Australia's Biggest Property Correction in 40 Years01:35 - Capital Gains Tax & Negative Gearing: The Policy Shock04:25 - The New Zealand Precedent12:21 - What Actually Moves Property Prices17:07 - Credit Availability & Borrowing Capacity Collapse19:14 - RBA Rate Cuts & Recession Risk24:29 - Brisbane vs Melbourne: Which Market Wins?33:15 - Is This Worse Than 2018?45:48 - Rental Crisis & Construction Collapse50:04 - Wrap Up & Part 2 PreviewFollow Leith Van Onselen:YouTube:  @Leithvo  [https://studio.youtube.com/channel/UCi3WZlKputf4Kv6AFDiLYVg] Business: https://www.macrobusiness.com.au/About The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypodSpotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/#AustralianPropertyMarket #RealEstateAustralia #AustralianHousingMarket #NegativeGearing #CapitalGainsTax #FollioPropertyPodcast

BREAKING! The Trend Just Flipped in Sydney and Melbourne’s Housing Market Outlook

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+72Sydney's auction clearance rate just fell below 50% for the first time in six years. National clearance rates have hit their lowest point since COVID. The trend has officially flipped and the data reveals exactly where the Australian housing market is heading next.Australia is now running a two-speed property market. Sydney recorded a 0.9% monthly price fall in May, the biggest decline in the country, with a median house price sitting at $1.25 million. Melbourne posted a 0.7% fall, with clearance rates struggling at 53%. At the same time, CBA has slashed its growth forecast from 5% down to 3% for 2026 and 2027, citing mounting pressure on Australia's two largest cities.But while Sydney and Melbourne softened, Perth surged 1.5%, Brisbane climbed 0.8%, and Adelaide added 0.7% in the same month. Understanding which side of this split you are on is the difference between building equity and getting trapped. Reece Beddall and Lachlan Delahunty break down the Follio Sentiment Index, surveying over 2,000 property investment Australia 2026 participants, and the results are clear. Confidence in WA jumped from 5.8 to 6.7 and Queensland from 5.6 to 6.7, while Sydney sits neutral. For those watching the Melbourne property market, units are now trading $200,000 below replacement cost with gross rental yields pushing 4.5%. As Warren Buffett put it: "Be greedy when others are fearful." With consumer confidence at a 50-year low and the RBA July meeting expected to hold, that window is right now.Here’s what we covered in this episode.✅ Why national auction clearance rates fell below 50% for the first time since COVID✅ Sydney's 0.9% monthly price fall and what it signals for homeowners and investors✅ CBA's revised forecast: 5% growth outlook cut to 3% for 2026 and 2027✅ Melbourne's hidden opportunity: 4.5% gross yields and units $200K below replacement costTimestamps:0:00 Auction Clearance Rates & Consumer Confidence0:52 Post-Budget Market Overview2:04 Big Bank Forecasts: CBA & Westpac2:48 Sydney & Melbourne Demand Signal4:48 CBA's Downgraded Forecast8:38 RBA Rate Decision Outlook11:11 Consumer Confidence at 50-Year Low11:40 Follio Sentiment Index15:12 WA & Queensland Confidence Rising20:49 Mortgage Prison & Distressed Sales23:27 Melbourne: Auction Rates & Price Decline26:28 Melbourne Rental Yields29:11 Where to Invest Now in AustraliaIf you are tracking the Australian real estate market and figuring out your next move, drop your city in the comments. Are you buying, holding, or waiting? Like if the data helped, and subscribe so you never miss a Follio market update.About The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/#HousingMarket #RealEstateAustralia #AustralianPropertyInvestment #PropertyInvestmentAustralia2026 #Melbourne #Sydney #TheFollioPropertyPodcastDisclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions

Gold Coast Crashes, Brisbane Holds: Where The Smart Money Is Moving? | Property Experts

Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/ 📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_campaign=Episode+71&utm_id=podcast Regional property markets in Queensland are sitting on a structural time bomb, and most investors holding assets in Gladstone, Mackay, or the Sunshine Coast have no idea how close they are to serious losses. Property expert Josh Coleman joins the Follio Property Podcast to reveal exactly why the combination of budget policy changes, investor-heavy buyer pools, and the collapse of the "greater fool theory" is about to reset regional values across Australia.The Australian property market 2026 looks radically different for anyone holding regional assets compared to just 18 months ago. Josh Coleman maps out the risk profile of every major Queensland regional market using hard data. Markets like Gladstone and Mackay, where investor transactions dominate at over 70%, have been propped up by speculative buyer chains rather than genuine occupier demand.The housing market in Australia 2026 is not uniformly at risk. Townsville, with its defence spending and diversified economy, carries a different risk profile to Mackay. Toowoomba's metropolitan character provides another buffer. But for most pure regional markets across Queensland property market corridors, the expert warning is clear: reduce exposure before the Senate finalises the policy.What we have covered in this episode:✅ Why regional Queensland is the highest-risk asset class in Australia right now ✅ The policy double-hit: losing both negative gearing AND capital gains benefits simultaneously ✅ How Gladstone and Mackay rely on speculative investor chains with no owner-occupier floor ✅ Why Townsville is more resilient than Mackay despite both being regional markets TIMESTAMPS: 00:00 Intro 01:38 Post-Budget Sentiment: How Clients, Agents and Media Are Reacting 07:51 The Biggest Risks for Investors Under the New Conditions 08:21 Why Regional Markets Are the Most Dangerous Play Right Now 15:09 House and Land Packages and the Greenfield Estate Trap 17:35 Gold Coast: Boom, Bust and the Off-the-Plan Danger 20:42 Sunshine Coast vs Gold Coast: Which Market Has a Floor 23:42 Brisbane Post-Budget: Olympics Hype vs Structural Reality 24:03 Brisbane Eastern Suburbs: Why the Smart Money Is Here 27:19 Brisbane Market Segmentation: Which Tier to Target in 2026 33:38 Where to Invest in Brisbane Right Now 34:20 The Next Buyer Framework: How to Think About Your Exit Strategy Follow Josh Coleman:BuyWise: https://www.buywiseproperty.com.au/LinkedIn: https://www.linkedin.com/in/joshua-coleman-3334ba27/About The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ #AustralianPropertyMarket #RegionalPropertyInvestment #PropertyInvestmentAustralia #NegativeGearingAustralia #QueenslandPropertyMarket #FollioPropertyPodcast #brisbaneproperty #goldcoastproperty #propertyinvestment #propertyinvestor #propertymarketupdate Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions