Episode Details

The market is splitting in two. Buyers who stay selective will do better.

Pete Wargent and Chris Bates break down why inflation risks are rising again after renewed global instability, how that’s feeding into rate expectations and buyer sentiment, and why construction is still failing to deliver enough supply. They also unpack the latest noise around negative gearing and capital gains tax, and what reforms might change — versus what just adds uncertainty — as the market shifts into a clear two speed cycle.

Together, they discuss:

• Inflation risks returning as global instability pushes up energy costs, with fuel jumping quickly in parts of Australia 

• Why the RBA may prefer waiting for quarterly data

• Evidence of a two speed housing market

• The on the ground reality for first home buyers at the lower end, including competition for scarce houses and buyers being pushed toward poorer assets amid FOMO 

• Negative gearing and CGT reform chatter ahead of the budget

• The core supply problem getting worse: building approvals down 

• Why approvals are still not enough for the national target

• Listener Q&A

Resources for this episode

Ask a question (select the Property podcast)

Rask Resources

Pete's Buyers Agency

Alcove mortgage broking

Amy Lunardi Buyers Agency (Melbourne)

All services

Financial Planning

Invest with us

Access Show Notes

Ask a question

We love feedback!

Follow us on social media:

Instagram: @rask.invest

TikTok: @rask.invest

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices