Property Investment Podcast Network

In this episode of Inside Commercial Property, host Phil Tarrant is joined by Scott O'Neill, CEO of Rethink Group, to kick off 2026 with a comprehensive outlook on where commercial property markets are heading and how sophisticated investors should be positioning capital in the year ahead.
Building on the momentum of a strong 2025, the conversation unpacks the major structural forces shaping commercial property today – from constrained development pipelines and rising construction costs to increased private and offshore capital flowing into Australian and New Zealand markets. Drawing on hundreds of active buyers and transactions across the Rethink platform, Scott provides a real-time, ground-level view of how investors are deploying capital and where competition is intensifying.
The episode delivers a detailed asset-by-asset outlook for 2026, including industrial, retail, and office markets. Scott explains why secondary industrial assets are expected to deliver some of the strongest risk-adjusted returns, supported by owner-occupier demand, replacement cost pressures and yield expansion. Retail is also assessed, with neighbourhood shopping centres and large-format retail emerging as standout performers due to severe supply constraints, resilient tenant demand and improving investor sentiment.
Listeners will gain practical insight into:
How to think like a family office when allocating capital.
Why blended portfolios across asset classes outperform concentrated strategies.
Setting minimum yield thresholds to protect downside risk.
Balancing income security with long-term capital growth.
Which asset types and deal structures to avoid in the current cycle.
Scott also shares a disciplined perspective on interest rates, reinforcing why short-term movements should not drive long-term investment decisions, and how investors can build portfolios that remain resilient across changing economic conditions.
This episode is essential listening for investors seeking clarity on where value exists in commercial property today, how professional capital is being positioned, and what a disciplined, long-term investment strategy looks like as markets move through the next phase of the cycle.

In this episode of The Smart Property Investment Show, managing editor Liam Garman and deputy editor Emilie Lauer discuss two timely matters: the growing cyber security risks in property transactions, and Perth's milestone median house price.
Garman highlights the rise of sophisticated scams, including cases where hackers have intercepted funds during property deals, stressing the importance of verification and two-factor authentication.
He cites research showing that 97 per cent of buyers struggle to detect fraud, urging vigilance in all digital communications.
The conversation then turns to Perth, where median house prices have surpassed $1 million following a 9.9 per cent quarterly increase, driven by low stock levels and high demand.
The co-hosts explore contributing factors such as a tight labour market, government infrastructure projects, and a strong resources sector, all of which are limiting residential construction supply.
The episode also reviews national trends, with Australian property values rising 937 per cent over 40 years, though affordability pressures and potential interest rate hikes suggest slower growth ahead.
Rental trends were highlighted, showing unit rents now outperforming house rents in several cities, prompting investors to reassess strategies.

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If you would like to get in touch with our team, email [email protected] for more insights, or hear your voice on the show by recording a question below.

In this episode of The Property Nerds podcast, hosts Arjun Paliwal, Jack Fouracre, and Adrian Lee discuss the rise of rentvesting and its impact on Australian property investment.
Rentvesting involves renting a home in a desirable location while investing in property elsewhere, allowing investors to balance lifestyle choices with financial growth.
Fouracre explains that for buyers with limited borrowing capacity, it can be more effective to invest in properties outside their immediate living area, where returns may be higher.
Lee highlights the flexibility it provides, particularly for those who relocate frequently for work, avoiding the costs and constraints of home ownership.
Paliwal stresses that rentvesting requires a solid investment plan and careful market analysis, as it's not only about living where you want, but also about making smart financial decisions.
The co-hosts also discuss how trends like rising rents, fluctuating interest rates, and remote work are boosting the strategy's popularity.
While rentvesting is on the rise, the trio note the importance of cash flow and rental yields in determining whether the strategy makes financial sense.

In this episode of The Smart Property Investment Show, host Phil Tarrant is joined by Eva Loisance from Finni Mortgages to discuss the recent tightening of trust-based lending and its impact on property investors.
They explore how major banks, including Macquarie, Westpac, Commonwealth Bank of Australia (CBA), and Australia and New Zealand Banking Group (ANZ), have introduced stricter rules for trust loans, including reduced loan-to-value ratios, proof of established banking relationships, and redirecting trust lending to private banking divisions.
Loisance explains how these changes affect investors using multiple trusts to acquire properties simultaneously and the potential risks of overextending.
The discussion highlights that non-bank lenders continue to offer trust-based loans, often with more flexible terms but higher interest rates.
The duo stresses the importance of working closely with mortgage brokers and financial advisors to navigate the new lending landscape.
According to Tarrant and Loisance, these tighter criteria reflect broader industry self-regulation and pre-emptive measures ahead of potential Australian Prudential Regulation Authority (APRA) intervention.
If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn.

If you would like to get in touch with our team, email [email protected] for more insights, or hear your voice on the show by recording a question below.

In this episode of the How I Met My Broker podcast, co-hosts Liam Garman and Hung Chuy share essential strategies for investors, first home buyers, and developers navigating the property market.
Chuy highlights the challenges of entering the market, including understanding initiatives such as the 5 per cent deposit scheme and shared equity programs, while cautioning against rushing purchases without proper planning.
They explore investment strategies such as rentvesting, emphasising the importance of evaluating market conditions and performing financial analysis.
Commercial real estate is also discussed, with advice on due diligence, tenant quality, and working with experienced buyer's agents.
For owners who want to sell, the co-hosts stress treating properties as business assets and selling underperforming properties strategically.
The conversation also touches on property development, including navigating red tape, managing construction costs, dealing with unexpected delays, and ensuring a sufficient financial buffer.