Is residential dead? Scott O'Neill reveals why Australian property market volume is down 80% in residential while commercial property Australia is booming, and why yield matters more than ever for property investing Australia.
In this Follio Property Podcast episode, Reece Beddall and Lachlan Delahunty sit down with Scott O'Neill to unpack the post Budget shift in the Australian property market. Scott explains why residential property Australia no longer stacks up for many investors after tax and policy changes, and why we are seeing a once in a generation move toward commercial property Australia.
You will learn which assets are holding up including large format retail and industrial, why secondary office is the worst market in Australia right now, what the New Zealand case study tells us about rents and the Australia rental crisis, and how mum and dad investors can avoid high risk tenant traps. If you are focused on property investing in Australia for yield and long term stability, this is your playbook for what to buy, what to avoid and how to do due diligence.
What We Cover In This Episode: β Why residential property Australia volume is down 80 percent after the Budget β The once in a generation shift to commercial property Australia for yield β Why commercial is untouched and doing 100M a month β New Zealand playbook and what it signals for the Australia rental crisis β Best vs worst assets: large format retail vs secondary office β How smaller investors can enter commercial safely with syndicates and due diligence
Timestamps: 00:00 The resi to commercial shift, in one grab 01:32 Why residential volumes have fallen 80% 02:23 The once in a generation move to commercial 04:12 The New Zealand play: no CGT, no stamp duty 06:56 The best and worst commercial asset classes 08:31 Where mum and dad investors get caught 13:53 Commercial versus bonds, and the demand surge 15:48 What the GFC teaches us about commercial falls 20:57 Inside the buyer's agent boom 39:27 Quickfire round
Each 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 β we make property simple, honest, and practical.
Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions
Key Themes: Australian property market | Commercial property Australia | Residential property Australia | Australia rental crisis