The Follio Property Podcast

The Truth About Perth Property That Theyโ€™re Hiding | 2026 Market Updates

54 min ยท 28. maj 2026
episode The Truth About Perth Property That Theyโ€™re Hiding | 2026 Market Updates cover

Description

Book Your FREE Investment Assessment ๐Ÿ‘‰: https://follio.com.au/contact-us/ ๐Ÿ“Š National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+69 Perth property keeps growing. The noise doesn't. In this special collab episode, a simulcast between The Follio Property Podcast and The Perth Property Show โ€” Reece and Lachlan sit down with Trent Fleskens, host of The Perth Property Show and founder of Strategic Property Group, for an unfiltered conversation on what the federal budget actually means for Perth investors, why the city's fundamentals remain in a class of their own, and exactly where this market has left to run. While Sydney falls and Melbourne flatlines, Perth is still north of 1% monthly growth. But with budget changes, rate hikes, and media noise hitting simultaneously, the question isn't whether Perth is strong, it's how to read it clearly. VALUE BREAKDOWN โœ… Why property's slow-moving nature is its biggest advantage right now โœ… What 5,000 listings actually means โ€” and why 13,000 is the number to watch โœ… The real impact of scrapping negative gearing on established investor properties โœ… Is the mum-and-dad investor dead? Trent's direct answer โœ… First-home buyer risk, negative equity, and what Perth learned from Keystart โœ… Infill development as the most defensive strategy in any market โ€” how Strategic ran 104 projects profitably during Perth's worst downturn โœ… Perth's theoretical price cap: why Trent puts the ceiling at Sydney's median โœ… Perth vs Brisbane and Adelaide: who's peaked and who still has runway ๐Ÿ• TIMESTAMPS 00:00 Perth vs other capital cities 01:40 Where is the Perth market right now? Noise vs fundamentals 08:30 Interest rates, serviceability and the real story for investors in 2026 11:30 Is the mum-and-dad investor dead? What the budget actually changes 17:00 Spruikers, SMSFs and how to protect yourself post-budget 20:00 First-home buyers, negative equity and the Keystart warning 28:18 The budget's housing supply reality: 25 new Perth homes a month 33:03 Does Perth still have legs? The property clock and affordability ceiling 36:55 Infill development: 104 projects, the defensive strategy that works in any market 46:19 The accidental landlord strategy and how to reach your dream home 49:23 Perth vs Sydney, Adelaide and Brisbane: where does this market end? Follow Trent Fleskens: LinkedIn: https://www.linkedin.com/in/trent-fleskens-bbbb3846/Business: https://www.strategicpropertygroup.com.au/Podcast: https://perthpropertyshow.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 โ€” we make property simple, honest, and practical. ๐Ÿ“ Visit Our Website: https://follio.com.au/ ๐Ÿ“ฉ Contact Us: info@follio.com.au ๐Ÿ“ฒ 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/ #PerthPropertyMarket #PerthRealEstate #AustralianPropertyMarket #NegativeGearing #PropertyInvestment #Budget2026 #RealEstateAustralia #PerthProperty #CapitalGainsTax #PerthPropertyInvestment #InfillDevelopment #PropertyPodcast #PropertyInvestor #FolioPropertyPodcast #WesternAustraliaProperty #PerthHousingMarket #AustralianHousingMarket2026 #RentCrisisAustralia #FirstHomeBuyer #PropertyClock #PerthVsSydney Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions

Comments

0

Be the first to comment

Sign up now and become a member of the The Follio Property Podcast community!

Get Started

1 month for 9ย kr.

Then 99ย kr. / month ยท Cancel anytime.

  • Podcasts kun pรฅ Podimo
  • 20 lydbogstimer pr. mรฅned
  • Gratis podcasts

All episodes

97 episodes

episode Perth & Brisbane's Housing Shortage Just Got Worse | Here's Where to Invest Next artwork

Perth & Brisbane's Housing Shortage Just Got Worse | Here's Where to Invest Next

Book Your FREE Investment Assessment ๐Ÿ‘‰: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+83๐Ÿ“Š National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+83The Australian property market is splitting in two, while Sydney slides, Melbourne show signs of growth, Perth and Brisbane are holding firm. In this episode of the Follio Property Podcast, we break down the latest weekly data, auction clearance rates, and the real supply-demand numbers driving this two-speed Australian housing market in 2026.Is the Australian housing market heading for a crash or a correction? This week's data reveals a stark divide, Melbourne is sitting on a 54,000 dwelling surplus while Perth faces a 32,800 shortfall. Sydney's auction clearance rates have plummeted to 53% from 75% a year ago, and first home buyers have withdrawn by nearly 30% despite government incentives. We unpack our Chief Economist's supply-demand analysis, the RBA's outlook on private credit defaults, and what Follio's proprietary sentiment index is telling us about where property prices Australia-wide are headed next. For anyone tracking the Perth property market, Brisbane property market, or looking at property investment Australia strategies, these weekly numbers are essential viewing.โœ… Melbourne dwelling surplus hits 54,000, what it means for prices โœ… Perth's 32,800 dwelling shortfall and why it's showing sheer resilience โœ… Sydney auction clearance rates drop to 53%, the 55% danger zone explained โœ… First home buyers withdraw 30%, why government incentives are failing โœ… Investor lending collapses from 41% to 22% of market activity โœ… Perth R-code changes unlock subdivision potential on 10,000+ properties โœ… Follio sentiment index, why Melbourne confidence is highest despite price fallsTimestamps: 0:00 Introduction: Sydney & Melbourne Property Price Forecast July 20261:30 Two-Speed Economy Update: Why Australian Markets Are Moving At Different Speeds3:30 Weekly Market Pulse: Green Shoots In Home Open Activity Across Australia5:10 Why First Home Buyers & Owner Occupiers Are Leaving The Market7:30 The Supply Story Nobody Is Talking About: Australian Housing Market Data8:30 Dwelling Surplus Explained: Melbourne 54,000 vs Brisbane & Perth Undersupply14:00 Melbourne Property Market Deep Dive: Why Supply Can't Be Fixed Quickly16:00 Adelaide & Sydney: Hitting The Affordability Ceiling21:00 Investor Sentiment Index: Why Experienced Investors Are Getting More Confident26:00 Perth Property Market Update: Median Over $1M, R-Code Changes & What's Next29:00 Brisbane & Adelaide Outlook: Stabilisation or Further Decline?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 โ€” we make property simple, honest, and practical.๐Ÿ“ Visit Our Website: https://follio.com.au/๐Ÿ“ฉ Contact Us: info@follio.com.au๐Ÿ“ฒ 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/Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions#AustralianPropertyMarket #PropertyPricesAustralia #PerthPropertyMarket #BrisbanePropertyMarket #AustralianHousingMarket #MelbourneProperty #SydneyProperty #PropertyInvestmentAustralia #FirstHomeBuyer #RealEstateAustralia #HousingMarket2026 #AustralianRealEstate

Yesterday32 min
episode Should You Buy Now Or Wait? | Ultimate Property Investment Strategy in Australia, 2026 artwork

Should You Buy Now Or Wait? | Ultimate Property Investment Strategy in Australia, 2026

Book Your FREE Investment Assessment ๐Ÿ‘‰: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+82๐Ÿ“Š National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+82The Australian property market is splitting in two, and most investors are too scared to move. While Sydney and Melbourne show macro decline, smart money is buying at 60% under replacement cost in the micro markets that are quietly running. In this episode of the Follio Property Podcast, Lachlan Delahunty and Reece Beddall walk through four real client case studies, a Sydney unit owner, a Melbourne rentvestor, a leveraged investor, and a near retiree, with four completely different answers to the same question: is now the time to buy?What makes this episode critical is the post-budget lens. Negative gearing changes, the SMSF debate, and Australia's unique interest rate cycle have made property investment more complex than it has been in years. Lachlan breaks down why the one-size-fits-all advice flooding the market right now is dangerous, which three asset types are getting a suspicious amount of noise (and which one he is actually buying), and why interest rates carry more weight for your portfolio than any policy change coming out of Canberra. If you are sitting on equity, considering rentvesting, or wondering whether to consolidate or expand, this episode gives you the exact framework to make the call before the window closes.In this podcast, we covered:โœ… Why current buying conditions are the best in 4-5 years for the right investor โœ… Case Study 1: Sydney unit owner with equity; upgrade, diversify, or hold? โœ… Case Study 2: Melbourne renter; rentvesting vs entering the owner-occupier market โœ… Case Study 3: Investor with two negatively geared properties, consolidate or buy a third? โœ… Case Study 4: Near retiree with a paid-off investment property; de-risking for cash flow โœ… Why commercial property, house and land packages, and off-the-plan are getting pushed hard โœ… The RBA rate cycle and why Australia is on a different path to the rest of the worldTimestamps: 00:00 Buying Conditions Are the Best in Years 02:17 The Post-Budget Property Landscape 04:22 Three Asset Types Getting Noise (and One Worth Buying) 06:45 Why Smart Money Is Buying Now 12:07 RBA Rate Cycle and Australia's Unique Position 16:18 Negative Gearing: Should It Stop You? 18:27 Case Study 1: Sydney Unit Owner 20:16 Case Study 2: Melbourne Rentvestor 22:49 Case Study 3: Leveraged Investor With Two Properties 25:02 Case Study 4: Near Retiree Portfolio StrategyKey ThemesAustralian property market 2026 | Buying property under replacement cost Australia | Sydney property market investment strategy | Melbourne rentvesting property case study | Commercial property Australia investment | Negative gearing changes Australia 2026 | Property portfolio consolidation strategy 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 โ€” we make property simple, honest, and practical.๐Ÿ“ Visit Our Website: https://follio.com.au/๐Ÿ“ฉ Contact Us: info@follio.com.au๐Ÿ“ฒ 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/Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions

14. juli 202628 min
episode How a 25-Year-Old Built a $10M Property Portfolio on a Casual Wage | Emma Roberts artwork

How a 25-Year-Old Built a $10M Property Portfolio on a Casual Wage | Emma Roberts

Book Your FREE Investment Assessment ๐Ÿ‘‰: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=podcast&utm_id=Episode+81 ๐Ÿ“Š National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+81 At 25, Emma Roberts owns a $10 million property portfolio in Australia, three cafes, and a mortgage broking business, all starting from a casual wage as a broke university student. If you think the Australian property market has locked out your generation, this episode will challenge everything you believe about getting started.At just 20 years old, with no financial safety net and a casual income that banks repeatedly dismissed, she made her first property purchase and has not stopped since. Now sitting at nine properties and a tenth settling, her portfolio approach to property investment in Australia is built on a cash flow focus, dual occupancy conversions, rooming house models, and relentless equity reuse, strategies that most first home buyers and investors are never told about.In this episode of the Follio Property Podcast, Emma walks through every major decision in her property portfolio journey in Australia. She also reveals the lending battle that nearly derailed her portfolio and how discovering alt-doc financing through a specialist mortgage broker became the turning point in her entire real estate investing journey.Whether you are a first-home buyer trying to get a foothold in the Australian property market, an investor looking to scale a cash-flow-positive portfolio, or simply someone trying to understand how to invest in property in Australia on a realistic income, Emma's story is one of the most instructive case studies you will find anywhere in Australian property investment.*This episode was filmed prior to the Federal Budget announcement.*TIMESTAMPS:00:00 Introduction03:42 First Property at 20: Broke, Casual Wage, Banks Said No04:46 Second Property: Dual Tenancy and Levelling Up in Adelaide Hills06:39 Emma's Investment Strategy: Why She Buys Like an Owner-Occupier10:18 Rentvesting Explained: Did Emma Use It?14:27 The Lending Problem: Why Banks Rejected Her Airbnb Income14:59 The Mortgage Broker Advantage: Why Specialist Brokers Change Everything20:00 Self-Managing, Cash Buffers, and Keeping the Portfolio Running22:36 The Core Strategy: Renovate, Build Equity, Repeat23:28 The Rooming House Model: Maximum Yield, Affordable Living26:15 How This Strategy Hedges Against CGT and Negative Gearing Reform28:11 Advice for Gen Z and Millennials Who Feel Locked OutFollow Emma Roberts: Business: https://borrowwell.com.au/Instagram: https://www.instagram.com/heyemmaroberts/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 โ€” we make property simple, honest, and practical.๐Ÿ“ Visit Our Website: https://follio.com.au/๐Ÿ“ฉ Contact Us: info@follio.com.au๐Ÿ“ฒ 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

9. juli 202631 min
episode If Youโ€™re a Property Investor, Start Doing This Immediately After Budget 2026 | Property Experts artwork

If Youโ€™re a Property Investor, Start Doing This Immediately After Budget 2026 | Property Experts

Book Your FREE Investment Assessment ๐Ÿ‘‰: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=podcast&utm_id=Episode+80๐Ÿ“Š National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+80The 2026 Federal Budget has rewritten the rulebook for Australian property investors and most haven't adjusted their strategy yet. In this episode of the Follio Property Podcast, Reece Beddall and Lachlan Delahunty break down exactly which asset classes will thrive and which will burn your cash in a post-budget market where negative gearing benefits have been slashed and borrowing capacity has dropped by $200,000.If you're investing in Australian property in 2026, the rules have changed. The RBA has held rates at 4.35% with inflation still running too hot, and the recent Federal Budget has reshaped the playbook for property investors across Australia. Banks are already lowering fixed mortgage rates, signalling rate cuts ahead but the real story is how the budget's changes to negative gearing are transforming buyer behaviour across the Australian housing market.In this episode, Lachlan Delahunty and Reece Beddall analyse the asset classes that matter right now: houses versus units versus apartments, land banking strategies, regional property markets, and commercial property investing. Lachlan defines the critical distinction between units and apartments (high-rise airspace with no scarcity).What You'll Learn:โœ… Why the 2026 Budget has made land banking strategies far less viable for Australian property investors โœ… The critical difference between units and apartments and why it determines your capital growth โœ… How negative gearing changes have reduced borrowing capacity by up to $200,000 โœ… Why regional and lifestyle property markets face the most pain post-budget โœ… The hidden traps in commercial property yields and how to verify advertised returns โœ… Which asset classes Lachlan Delahunty recommends in a high-rate, post-budget environment โœ… The replacement cost argument that makes units at $450K more attractive than building at $850K+Timestamps:00:00 Introduction02:14 RBA Holds at 4.35% & Investors Sentiment Shift05:32 Land Banking & Upgrade Sites: No Longer Viable07:34 $200K Borrowing Capacity Wipeout08:43 New Post-Budget Playbook: Location, Land, Asset Type10:49 Units vs Apartments Defined11:12 Why Units Are Outperforming Houses16:35 Regional & Lifestyle Markets Face the Most Pain22:52 Commercial Property Yield TrapsAbout 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 โ€” we make property simple, honest, and practical.๐Ÿ“ Visit Our Website: https://follio.com.au/๐Ÿ“ฉ Contact Us: info@follio.com.au๐Ÿ“ฒ 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.#AustralianProperty #PropertyInvesting #RBA #NegativeGearing #CGT #CommercialProperty #RegionalProperty #FollioPropertyPodcast #PropertyStrategy #HousingMarketDisclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions

7. juli 202628 min
episode Australia's Government Is Quietly Engineering a Housing Collapse | Property Experts artwork

Australia's Government Is Quietly Engineering a Housing Collapse | Property Experts

Book Your FREE Investment Assessment ๐Ÿ‘‰: https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=podcast&utm_id=Episode+79๐Ÿ“Š National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+79Australia just added 478,000 people in a single year while building only 175,000 new homes. The math doesn't work, and the result is the worst rental crisis in living memory. Leith Onselen joins the Follio Property Podcast to break down exactly why Labor's migration policy is crushing the Australian housing market, how the federal government's addiction to personal income tax revenue is driving the crisis, and the three policy changes that could turn it all around.In this episode, Leith Van Onselen delivers a comprehensive takedown of Australia's economic management. He argues that running migration "at just the most obscene rate into a supply restricted market" has crushed living standards and productivity, with per capita GDP going backwards in 10 of the last 15 quarters. The core problem is structural: 52% of federal revenue comes from personal income taxes, so Canberra has every incentive to pump population growth while the states carry the infrastructure bill. Onselen unpacks how the student visa system has become a backdoor migration channel, why parental visas cost taxpayers nearly $400,000 each, and how Australia's energy policy is accelerating deindustrialization at exactly the wrong time. For anyone invested in Australian property or simply trying to understand why rents keep climbing, this conversation connects the dots between immigration numbers, housing supply, and the political machinery that keeps the whole system running.In this episode, youโ€™ll get to know:โœ… The real numbers behind Australia's housing shortage: 478,000 arrivals vs 175,000 new homesโœ… Why 10 of the last 15 quarters have seen negative per capita GDP growth despite overall economic growthโœ… How the federal government's 52% income tax dependency fuels the migration machineโœ… The student visa trade exposed: how it became a backdoor migration channelTimestamps:00:00 478,000 Migrants vs 175,000 Homes: Australia's Housing Crisis Equation05:41 Why the Australian Housing Market Is Trapped by 52% Income Tax Dependency12:30 Australia's Energy Policy Is Crashing Productivity and House Prices20:05 Why Under 130,000 Arrivals Could Save the Australian Property Market22:41 The Energy Overhaul That Could Reverse the Rental Crisis24:14 Norway vs Australia: How Sovereign Wealth Could End the Housing Shortage28:29 The Real Reason Rents Keep Rising: State vs Federal Cost-Shifting ExplainedFollow Leith Van Onselen:YouTube: ย @Leithvoย  [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 โ€” we make property simple, honest, and practical.๐Ÿ“ Visit Our Website: https://follio.com.au/๐Ÿ“ฉ Contact Us: info@follio.com.au๐Ÿ“ฒ 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/Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions#AustralianHousingMarket #RentalCrisis #AustralianProperty #MigrationCrisis #HousingShortage #AustralianEconomy #PropertyMarket #RealEstateAustralia #HousingAffordability #AustralianPolitics #LeithOnselen #FollioPropertyPodcast

1. juli 202635 min