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#376: The Great Investor Exodus - The Budget White Elephant Sinking the Boat, Outlook for Rates & Are Boutique Apartments Luring Investors
Published 2 weeks, 1 day ago
Description
This week, Mike, Cate and Dave dig into Tim Lawless's Cotality presentation from last month's REBAA conference, unpacking where the housing cycle genuinely sits.
📊 National dwelling values have fallen for four straight months, now around 2% below their March peak, with Sydney and Melbourne leading the slide; 97% and 98% of their suburbs recorded falls over the latest quarter. Yet Kalgoorlie-Boulder, Karratha and Wagga Wagga are still growing above 19%, so could that gap change how investors chase last year's winners?
Cate explains what softer listings and auctions mean for buyer leverage, and Mike unpacks the investor demand risks sitting behind looming tax changes. The cycle has clearly turned, just not everywhere.
The Property Trio is:
David Johnston, Mortgage Broker - Managing Director of Property Planning Australia https://propertyplanning.com.au/
Cate Bakos, Buyers Advocate - Managing Director of Cate Bakos Property https://www.catebakos.com.au/
Mike Mortlock, Quantity Surveyor - Managing Director of MCG Quantity Surveyors https://www.mcgqs.com.au/
📩 Got a question you want answered in a future episode? Send it through https://www.propertytrio.com.au/contact-us/
Shownotes: https://www.propertytrio.com.au/2026/08/24/are-investors-about-to-step-back/
📊 National dwelling values have fallen for four straight months, now around 2% below their March peak, with Sydney and Melbourne leading the slide; 97% and 98% of their suburbs recorded falls over the latest quarter. Yet Kalgoorlie-Boulder, Karratha and Wagga Wagga are still growing above 19%, so could that gap change how investors chase last year's winners?
Cate explains what softer listings and auctions mean for buyer leverage, and Mike unpacks the investor demand risks sitting behind looming tax changes. The cycle has clearly turned, just not everywhere.
The Property Trio is:
David Johnston, Mortgage Broker - Managing Director of Property Planning Australia https://propertyplanning.com.au/
Cate Bakos, Buyers Advocate - Managing Director of Cate Bakos Property https://www.catebakos.com.au/
Mike Mortlock, Quantity Surveyor - Managing Director of MCG Quantity Surveyors https://www.mcgqs.com.au/
📩 Got a question you want answered in a future episode? Send it through https://www.propertytrio.com.au/contact-us/
Shownotes: https://www.propertytrio.com.au/2026/08/24/are-investors-about-to-step-back/