_{1.00 – Cate opens the episode, highlighting the focus on the PIPA Sentiment Survey and its significance for property investors.}

_{1.47 – PIPA Conference Highlights}

_{3.05 – Investor Selling Trends}

_{8.46 – Financial Pressures on Investors}

_{11.21 – Rent Increases and Tenant Affordability}

_{14.02 – Optimism Among Investors}

_{20.55 – Strategic Investment Opportunities}

_{23.59 – National vs Local Expertise}

_{28.09 – Policy impact on Investors}

_{31.24 – Gold Nuggets}

Today, Cate and Mike dive headfirst into the findings from the Property Investment Professionals of Australia (PIPA) Investor Sentiment Survey, taking the opportunity to unpack some pressing questions while Dave is away.

A big thank you to all the investors who contributed to the survey—it’s their insights that shape episodes like this!

Why are more investors selling properties in major cities like Brisbane, Melbourne, and Sydney? Cate and Mike explore the rising compliance costs, government policies, and economic pressures that are prompting these decisions. They also examine how this trend is reshaping the rental market, leaving renters with fewer options in an already tight landscape.

Mike highlights a key survey finding: While investor sentiment has cooled, nearly 46% of respondents still believe it’s a good time to invest in property. He delves into why Australia’s long-term housing fundamentals—like leveraging, supply constraints, and resilient demand—continue to appeal to savvy investors.

Cate reflects on the contrasting approaches states are taking to housing reform, with Victoria’s “hammer of Thor” policies driving investors away, while WA’s incentive-driven approach encourages positive change. Together, they share insights into what reforms are stressing investors most and how policies can better support both tenants and landlords.

They also tackle the challenges of cash flow shortfalls caused by rising interest rates and costs. While some investors are forced to increase rents, others are reluctant, choosing to keep loyal tenants even if it impacts their bottom line.

Key insights from the episode:

• For investors: Rising costs and compliance issues are forcing many to reassess their strategies. Planning for the long term and staying informed on policy changes is critical.
• For tenants and landlords: Cate and Mike emphasise the importance of balanced reforms that support both groups, ensuring a sustainable rental market for the future.
• For new opportunities: With investor activity cooling, they explore markets like Perth and Melbourne, discussing how tight supply and long-term potential can drive strategic purchases.

.…. and our gold nuggets!

Mike Mortlock’s gold nugget: “Participating in surveys like PIPA’s isn’t just about sharing your story; it’s a chance to influence policy and create real change for investors.”

Cate Bakos’s gold nugget: “This ecosystem thrives when both tenants and landlords feel supported—let’s aim for balance, not division.”

Resources:

PIPA Annual Property Investor Sentiment Survey 2024

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