The Follio Property Podcast

Lachlan Delahunty and Reece Beddall
  • 0.0 (0)
  • Investing
  • Weekly

Sick of the same old property myths and bad advice? So are we. The Follio Property Podcast delivers real talk on the Australian property market, cutting through the noise to give you insights and education that actually matters. Hosted by property experts Lachlan Delahunty and Reece Beddall, we break down the latest market trends, expose industry topics, and give you the information needed to make smarter property decisions. Whether you're buying your first home, building a portfolio or just trying to make sense of the market, we've got you covered.

  1. 3d ago ·  Video

    Australia's Biggest Rental Boom Has Just Begun | Sam Gordon on 50X Rents

    Sam Gordon owns 108 properties and says Australia is only at the start of the biggest rental boom in its history. Reece Beddall and Lachlan Delahunty sit down with one of the country’s most aggressive and most awarded investors to unpack where the market goes next. Get Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode112 Understand your strategy 👉 https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_120 Five months on from the budget, Sam Gordon makes the case that negative gearing changes, capital gains tax changes and a run of rate rises have set up a rental crisis that is only going to get worse. He explains his pressure cooker theory, why small, tightly held markets move faster than the big capitals, and why he is still so bullish on Darwin, now one of the most expensive cities in the country with the lowest vacancy rate. The hosts push him on the 18.6 year cycle, how to block out the media noise, and why markets pull back roughly 10% off the top before finding a floor near replacement cost. He lays out the rental boom thesis with real numbers, including Darwin rents rising 200 to 300 dollars a week, argues the government’s white paper is 50 times wrong on where rents are heading, and walks through the wall of money sitting on the sidelines that he believes comes back around 2028. They finish on where he does and does not see value right now, including Melbourne and Tasmania. What we cover: ✅ Why Sam says the biggest rental boom in Australian history has started ✅ The sentiment shift five months on from the budget ✅ The 18.6 year cycle, and how to block out the media noise ✅ Why markets fall about 10% off the top before finding a floor ✅ The pressure cooker theory, and why he is still bullish on Darwin ✅ Darwin by the numbers: yields, vacancy, income and price ✅ Rents rising 200 to 300 dollars a week, and why it is just starting ✅ Why he says the government is 50 times wrong on rent forecasts ✅ The wall of money on the sidelines and the move back around 2028 ✅ Where he sees value now, including Melbourne and Tasmania Timestamps: 00:00 Introduction 02:14 Five months post budget, the sentiment shift 04:30 The 18.6 year cycle, and blocking out the media 09:55 Why markets fall 10%, and replacement cost as the floor 12:24 The pressure cooker theory, and why Darwin 20:07 The rental boom thesis and $300 a week rises 24:14 The buyer’s agent reset 32:00 The flow of money and the 2028 war chest 38:16 Why the government is 50 times wrong on rents 40:02 Where Sam sees value: Melbourne and Tasmania Follow Sam Gordon: Instagram: https://www.instagram.com/samgordonproperty/?hl=en YouTube: https://www.youtube.com/@australianpropertyscout2026 About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions Key Themes: sam gordon property | Australian rental crisis | rental boom 2026 | Darwin property market | high yield property investing | pressure cooker markets | buyers agent Australia | negative gearing changes | follio property podcast

    Australia's Biggest Rental Boom Has Just Begun | Sam Gordon on 50X Rents

  2. 5d ago ·  Video

    Every Capital Is Falling, So Why Is the Smart Money Buying Melbourne?

    House prices are now falling in every capital city for the first time in 15 years, and Lachlan Delahunty is quietly buying. In this Q&A, he reveals exactly what he is doing with his own money and answers your ten biggest questions about the downturn. Get Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode119 Understand your strategy👉 https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_119 Reece Beddall puts Lachlan on the spot: forget the guests and the experts, what are you actually doing in this market? Lachlan walks through his own strategy, from clearing the debt on his home and reducing his exposure to Western Australia, to buying two unit complexes in blue chip Melbourne. He breaks down the East Brunswick deal in full: 1.75 million for four individually titled units, a 6.1% gross yield, the plan to lift it to 7.5% through modest renovations, and why buying 100% below replacement cost is how he protects his downside. From there it is a rapid fire Q&A on the questions you have been leaving in the comments. Are interest rates actually back to normal or are these unprecedented times? When do forced sellers crack and trigger a wave of distressed sales? If you bought at the 2022 to 2023 peak, what should you actually do? Is a 30 to 50% correction really possible in Australia? Where does property investing still make sense now that negative gearing has been deferred? And are young Australians better off leaving the country to save a deposit? Lachlan answers every one with the data. This is general information, not personal advice, and reflects the hosts’ views. Every situation is different, so speak to a professional about yours. What we cover: ✅ What Lachlan is personally buying in this market, and why ✅ The East Brunswick deal: 1.75 million, four units, 6.1% yield ✅ Why buying 100% below replacement cost protects your downside ✅ Whether interest rates are actually high by historical standards ✅ When forced sellers crack and distressed sales really start ✅ What to do if you bought at the 2022 to 2023 peak ✅ Whether a 30 to 50% property correction is possible here ✅ Where property investing still makes sense after negative gearing ✅ Why a serviceability buffer cut could shift the whole market ✅ Whether young Australians should leave to save a deposit Timestamps: 00:00 Cold open: every capital is falling 01:05 What are you actually doing in this market? 02:10 Inside Lachlan’s Melbourne unit complex buy 08:02 Buying 100% below replacement cost 11:09 Are interest rates actually back to normal? 15:10 When do forced sellers crack? 19:20 If you bought at the 2022 to 2023 peak, what now? 22:22 Is a 30 to 50% crash possible? 24:06 Where property still makes sense after negative gearing 28:25 Should young Australians leave to save a deposit? About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ 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 downturn | buyers agent| Melbourne property market | property crash australia | interest rates 2026 | negative gearing changes | replacement cost investing | property Q & A| follio property podcast #AustralianProperty #PropertyInvesting #PropertyDownturn #MelbourneProperty #PropertyCrash #InterestRates #NegativeGearing #PropertyMarket2026 #PropStac #FollioPropertyPodcast

  3. Nov 5 ·  Video

    $1.5 Trillion Debt Bomb Is About to Wipe Off Australian House Prices | Smart Investors Are Buying

    Australian property market crash: Ben Kingsley has been investing since 1993 and says this is the worst set of conditions he has ever seen. He expects a 12% to 15% decline as a minimum, well past the 8.2% fall from 2017 to 2019, and roughly $1.5 trillion of national property value to disappear. Get Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode118 Understand your strategy👉https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_118 In this episode of the Follio Property Podcast, Lachlan Delahunty sits down with Ben Kingsley, former chair of the Property Investment Professionals of Australia, to unpack what is actually driving the Australian housing market right now. We cover the $1 trillion plus government debt problem, why the RBA only has one lever left in interest rates, why the bulk of the market is sitting on its hands, why regional property is now the highest risk segment in the country, and why the July 1 revaluation matters more than most owners realise. WHAT YOU’LL LEARN ✅ Why this downturn is worse than 2017 to 2019, and the 12% to 15% decline Ben is calling as a minimum ✅ The $1.5 trillion wealth loss and what it means for owners, buyers and renters ✅ Why interest rates are the RBA's only lever, and the push to cut the APRA buffer from 3% to between 1.5% and 2% ✅ Regional property: 60 to 70 sales a week, negative equity risk, and why capital cities still win ✅ Melbourne: why it has underperformed since COVID and the 3 to 6 month window to watch ✅ Downsizing: why waiting 2 to 3 years could add $100,000 to $200,000 to your position ✅ The July 1 revaluation and how to protect your equity before it lands ✅ Why quality assets above $600,000 remain the entry point for serious investors Timestamps: 00:00 Why this downturn is worse than 2017 to 2019 01:45 Why the market is sitting on its hands 04:45 How long the downturn runs 09:26 Why interest rates are the only lever the RBA has 17:00 Oil prices, inflation and the real cost of money 18:20 The government stimulus coming in 3 to 6 months 23:00 Downsizing: why waiting 2 to 3 years is worth $100,000 to $200,000 30:00 The July 1 revaluation and your equity 31:00 Debt, negative equity and the biggest risk right now 38:30 Melbourne: the 3 to 6 month window Follow Ben Kingsley: LinkedIn: https://www.linkedin.com/in/benkingsleyau/ Podcast: https://www.youtube.com/@UCqtc5gRT8uckMKpUVnWRiZA About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions KEY THEMES Property investment Australia |  Australian property market crash | Australian housing market | property market Australia | interest rates Australia | Australian property market 2026 #AustralianProperty #AustralianPropertyMarket #PropertyInvestmentAustralia #AustralianHousingMarket #PropertyMarketAustralia #InterestRatesAustralia #AustralianPropertyMarket2026 #RealEstateAustralia #NegativeGearing #PropertyInvesting #AusFinance #PropertyMarket #HousingMarket #PropertyPodcast #FollioProperty

    $1.5 Trillion Debt Bomb Is About to Wipe Off Australian House Prices | Smart Investors Are Buying

  4. Nov 3 ·  Video

    What Happens to Property When Rates Rise and Jobs Fall | Property Experts

    The RBA raised rates live on air and Lachlan Delahunty made good on a promise. Before that, Reece Beddall walks through the PropStac data on where Sydney, Melbourne and Perth prices could go next. Get Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode117 Book in a strategy session 👉 https://follio.com.au/contact-us/?utm_source=YouTube&utm_medium=Podcast&utm_campaign=episode_117 In this episode of the Follio Property Podcast, Reece Beddall and Lachlan Delahunty go live on Cup Day, minutes before the RBA decision, and pull PropStac data on the property market Australia wide. They break down October's price moves in every capital city, with Brisbane, Perth and Sydney falling and Hobart and Darwin still growing. ✅ Why a rate rise looked certain: CPI at 4.3% and trimmed mean at 3.6% ✅ More rises early next year, rising unemployment and weaker retail spending ✅ Transactions down about 25% and the ripple effect on the property industry ✅ October price falls: Brisbane, Perth, Sydney, Adelaide and Melbourne ✅ On the ground in Brisbane, the Gold Coast and Byron Bay ✅ Why Hobart and Darwin grew while the big capitals fell ✅ PropStac: Sydney against late 2017, and a possible 15 to 20% fall ✅ Melbourne against mid-2022, and why population growth changes the forecast ✅ Perth against early 2010, and what to expect for the rest of 2026 ✅ The live RBA decision, and Lachlan's resignation 00:00 Cold open: RBA decision day, live on Cup Day 01:05 CPI at 4.3% and why a rate rise looked certain 03:10 Could rates go higher in 2027? Jobs and the property ripple effect 07:15 October performance by capital city 09:05 On the ground: Brisbane, Gold Coast and Byron Bay 13:20 Why Hobart and Darwin grew in October 14:00 Sydney and Melbourne against past cycles in PropStac 19:30 Perth against early 2010, and what comes next 23:30 The RBA decision lands, and Lachlan resigns 24:35 Should Lachlan come back? Your feedback About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions Key Themes: rba rate rise november 2026 | australian property market update | cash rate 2026 | sydney property prices 2026 | perth property market | brisbane property prices | melbourne property market | darwin property market | hobart property market | property market forecast 2027 | follio property podcast #RBA #InterestRates #AustralianProperty #PropertyMarket2026 #SydneyProperty #PerthProperty #BrisbaneProperty #PropertyInvesting #PropStac #FollioPropertyPodcast

  5. Oct 29 ·  Video

    $1 Trillion Debt Just Triggered Australia’s Biggest Housing Crisis | Property Experts

    Australia's property market peaked between March 10th and 20th and Sydney and Melbourne are now facing double digit price falls. In this episode Jack Henderson from Henderson Advocacy breaks down why Brisbane is falling fastest, why sentiment has collapsed, and why long term fundamentals still favour quality property in Australia. Get Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode116 Speak with an Advisor 👉 https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_116 If you are trying to buy property in Australia, invest in Sydney real estate, or understand where Melbourne property prices and Brisbane housing markets are heading next, this is a must watch. Jack shares why waiting for the bottom rarely works, why vendors refuse to discount, how the 2026 Budget impacts inflation and rents, and why his value add strategy keeps working in a falling market. He also calls out the risks for first home buyers in Australia, the failure of 5 percent deposit schemes, the threat of new property taxes, and why speculative regional property markets lack the liquidity to exit safely. What we cover in this Episode: ✅ Why Sydney and Melbourne face double digit falls and Brisbane is dropping fastest ✅ Why the Australian property market peaked in March and what triggered the shift ✅ Value add property strategy that works in any market cycle ✅ Why waiting for the market bottom can backfire on serviceability ✅ How the Budget, inflation and interest rates impact Aussie house prices ✅ Warren Buffett style investing applied to Australian real estate ✅ Government spending, welfare and the risk of a family home tax or death tax ✅ First home buyer affordability crisis: income, deposits and expectations ✅ Why speculative regional markets are the highest risk right now ✅ How the downturn is washing out weak buyers agents TIMESTAMPS: 00:00 Market Peak and Price Falls Warning 01:08 Intro With Jack Henderson and Market Sentiment Shift 02:46 Value Add Strategy and Why It Wins In A Downturn 04:29 Sitting On The Sidelines and Vendor Behaviour 06:15 Why You Cannot Pick The Top Or Bottom 08:17 Budget, Inflation and Rental Yields 11:48 Warren Buffett Philosophy For Property Investors 21:12 Government Spending, Welfare and Debt Spiral 25:01 First Home Buyers, Deposits and Affordability Truth 33:09 Regional Markets Risk and Buyers Agent Shakeout Follow Jack Henderson: Instagram: https://www.instagram.com/jackchenderson/?hl=en YouTube: https://www.youtube.com/@jackchenderson About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ 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 Downturn | Sydney Property Price Falls | Melbourne Housing Market Correction | Brisbane Property Market Decline | Value Add Investment Strategy Australia | First Home Buyer Affordability Crisis | Australian Budget Impact On Property | Regional Property #AustralianPropertyMarket #SydneyProperty #MelbourneProperty #BrisbaneProperty #PropertyInvestingAustralia #RealEstateAustralia #HousePricesAustralia #PropertyCrashAustralia #FirstHomeBuyerAustralia #BuyersAgent #PropertyInvestment #AustraliaRealEstate

    $1 Trillion Debt Just Triggered Australia’s Biggest Housing Crisis | Property Experts

  6. Oct 27 ·  Video

    Australian Units Are Going On A Run While Houses Crash | Property Experts

    Australian property values are falling, but the split between markets is the real story. Upper quartile houses are taking the damage, entry level is holding firm, and the cheapest asset class in the country still has the most runway left. Get Free Access To Our Research 👉 https://propstac.com.au/?signup=1&ref=episode115 Speak with an Advisor 👉 https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_115 In this episode of the Follio Property Podcast, Reece Beddall and Lachlan Delahunty pull PropStack data on the property market Australia wide and break down every capital city by lower, medium and upper quartile, for houses and for units. This is not a headline summary of house prices Australia. It is a quartile level read on the Australian housing market, built to show you which sub markets are actually falling, which are holding, and where property investment Australia dollars still have room to run. WHAT YOU'LL LEARN: ✅ How Sydney, Melbourne, Brisbane, Adelaide and Perth houses have fallen by lower, medium and upper quartile since peak ✅ Why upper quartile houses are falling up to 2.5 times harder than entry level in the same city ✅ Lower quartile units as the strongest performing asset class in the country ✅ Affordability runway at 6.6%: Darwin 63.15%, Melbourne 43.7%, Perth and Canberra 39%, Sydney 23% ✅ The 7% stress test and the further 7 to 8% fall it implies for top quartile housing ✅ Replacement cost as a price floor, with residential build costs up over 100% since COVID ✅ Five year growth: why Brisbane units at 91% outran Brisbane houses at 85%, and why Perth did the opposite ✅ How to read the PropStac quantile and affordability data before you make an offer Timestamps: 00:00 Introduction 03:34 Melbourne upper quartile falling 2.5x faster than lower quartile 05:31 Brisbane, Perth and Adelaide just peaked and are now catching up 06:16 Lower quartile units are the best performing asset in the country 08:00 Why the hardest-hit markets will NOT bounce back fastest 09:41 The runway forecast 18:20 Replacement cost is the floor under established prices 20:24 Sydney and Melbourne are the cheapest cities to build in 25:24 The unit market has the least negative runway left  About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ Disclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions KEY THEMES: Australian housing market | property investment Australia | property market Australia | house prices Australia | Sydney property market | Melbourne property market | property investing Australia | capital growth | first home buyer | housing market #AustralianProperty #PropertyMarketAustralia #AustralianHousingMarket #PropertyInvestmentAustralia #HousePricesAustralia #SydneyPropertyMarket #MelbournePropertyMarket #PropertyInvestingAustralia #PropertyMarketUpdate #RealEstateAustralia #FirstHomeBuyer #CapitalGrowth #PropertyData #PropStack #FollioPropertyPodcast

  7. Oct 22 ·  Video

    Australia’s Commercial Property Deals Jumped 30% While Housing Slumps | Here's Why

    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. Get Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode114 Looking to invest 👉 https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_114 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: ✅ Why residential property Australia volume is down 80 percent after the Budget ✅ The once in a generation shift to commercial property Australia for yield ✅ Why commercial is untouched and doing 100M a month ✅ New Zealand playbook and what it signals for the Australia rental crisis ✅ Best vs worst assets: large format retail vs secondary office ✅ 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 Follow Scott O’Neill: Instagram: https://www.instagram.com/scott_oneill_/ Business: https://www.rethinkinvesting.com.au/?r=0 YouTube: https://www.youtube.com/@rethink_investing About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ 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 #AustralianPropertyMarket #CommercialPropertyAustralia #ResidentialPropertyAustralia #PropertyInvestingAustralia #AustraliaRentalCrisis #FollioPropertyPodcast #ScottONeill #PropertyInvestment #CommercialProperty #RentalCrisis #AustralianProperty #PropertyMarketAustralia

    Australia’s Commercial Property Deals Jumped 30% While Housing Slumps | Here's Why

  8. Oct 20 ·  Video

    Most Investors Leaned on Negative Gearing But Now Prices Are Falling | Where 4 Experts Are Buying

    There is more than one way to win in the Australian property market, but after the 2026 Budget only cash flow ready strategies survive. In this episode Reece Beddall and Lachlan Delahunty preview Scott O'Neill, Jack Henderson, Ben Kingsley and Sammy Gordon to help you pick the right property strategy for your goals. Free Access to PropStac 👉 https://propstac.com.au/?signup=1&ref=episode113 Speak with an Advisor 👉 https://follio.com.au/contact-us/?utm_source=youtube&utm_medium=podcast&utm_campaign=episode_113 If you are investing in property in Australia right now, this breakdown of Australian property investing strategies is essential viewing. You will learn how commercial property Australia investors think about yield and tenancy risk, how value add property projects like granny flats and knockdown rebuilds create equity, why blue chip property in capital cities suits long term buy and hold investors, and why regional property markets appeal to rentvestors chasing cash flow property and fast equity growth. Built for buyers, investors and first home buyers who want data led property portfolio strategy, not hype. What we cover in this Episode: ✅ Commercial vs residential property and who should avoid commercial under $2M ✅ Value add property through granny flats, renovations and knockdown rebuilds ✅ Blue chip buy and hold for capital city growth and risk mitigation ✅ Regional investing for yields, equity recycling and large portfolios ✅ How the 2026 Budget pushed every strategy toward cash flow Timestamps: 00:00 Four guests, four property strategies preview 02:10 Why there is more than one way to win 05:25 Scott O'Neill on commercial property post budget 08:40 Why commercial needs $2M plus to work 12:15 Yield vs risk in regional commercial assets 16:30 Jack Henderson on value add and granny flats 21:45 Ben Kingsley on blue chip buy and hold 27:20 Sammy Gordon on emerging markets and high volume 33:10 Post budget shift, cash flow is now king 37:05 How PropStack tracks your strategy and numbers About The Follio Property Podcast 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 — we make property simple, honest, and practical. 📍 Visit Our Website: https://follio.com.au/ 📩 Contact Us: info@follio.com.au 📲 Follow Us on Social: Instagram: https://www.instagram.com/folliopropertypod/ TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLyw Lachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/ Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/ Executive Producer: Jonathan Fernandes https://www.linkedin.com/in/jonathan-fernandes-a75a991b2/ 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 investing strategies | Commercial property Australia risks | Value add property Australia | Blue chip property investment | Regional property market yields #AustralianPropertyMarket #PropertyInvestingAustralia #CommercialPropertyAustralia #ValueAddProperty #BlueChipProperty #RegionalPropertyAustralia #PropertyStrategy #CashFlowProperty #RealEstateAustralia #AustralianRealEstate #HousingMarketAustralia #PropertyInvestmentAustralia #FollioProperty

See All (132)

Trailer

About

Sick of the same old property myths and bad advice? So are we. The Follio Property Podcast delivers real talk on the Australian property market, cutting through the noise to give you insights and education that actually matters. Hosted by property experts Lachlan Delahunty and Reece Beddall, we break down the latest market trends, expose industry topics, and give you the information needed to make smarter property decisions. Whether you're buying your first home, building a portfolio or just trying to make sense of the market, we've got you covered.

Information

  • Creator
    Lachlan Delahunty and Reece Beddall
  • Years Active
    2025 - 2026
  • Episodes
    132
  • Rating
    Explicit
  • Copyright
    © Lachlan Delahunty and Reece Beddall
  • Show Website
    The Follio Property Podcast

You Might Also Like