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Policy Risk vs. Fundamentals.
Few topics generate more anxiety among property investors — and more political theatre — than the recurring suggestion that government should “do something” about residential investment. Negative gearing reform, lending caps, land tax aggregation, vacancy taxes, foreign buyer surcharges: each is presented at the time as either an existential threat to investors or a long-overdue correction to a market that has run too far.
06 May, 2026
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Policy Risk vs. Fundamentals.
Few topics generate more anxiety among property investors — and more political theatre — than the recurring suggestion that government should “do something” about residential investment. Negative gearing reform, lending caps, land tax aggregation, vacancy taxes, foreign buyer surcharges: each is presented at the time as either an existential threat to investors or a long-overdue correction to a market that has run too far.
06 May, 2026
read more
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