Listings are tight. Rents are tighter. And policy might be about to test both.
Pete Wargent and Chris Bates to break down the forces shaping Australian property in 2026 — from capital gains tax reform chatter and rental market stress to financing resilience and where momentum still exists. The focus: what actually changes behaviour, and what just makes headlines.
Together, they discuss:
- Unemployment holding keeps the possibility of further rate hikes alive
- First-home buyers continue pushing ahead
- Record quarterly housing finance and lift in investor lending show capital is still active
- Winding back the CGT discount may reduce flipping but is unlikely to deter investors
- Vacancy rates near record lows
- Without investor participation, rental availability deteriorates further
- Seller behaviour matters more than headlines; listings remain historically tight
- Listener Q&A
