Rate cuts, sticky inflation, and a federal budget that just rewrote the rules on negative gearing, CGT and SMSF lending.

In this episode of Broker Bulletin, Clare George from LMG Commercial catches up with Vanessa Rader, Head of Research at Ray White. Together, they unpack why that gap is about to send serious investor capital pivoting into commercial, and where the opportunities are already emerging.

In this episode, you'll hear:


Why new negative gearing policy is pushing investors toward commercial


How the SMSF residential borrowing ban could release commercial demand


Why industrial remains the standout pick amid a national land shortage

 Like this episode?
Leave a review! Don't miss an episode: subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.
You can also connect with us on Instagram @lmg.broker and on LinkedIn.

Show notes:
01:21 How sentiment has shifted since November, rate hikes and sticky inflation
03:14 Why a housing-focused budget is actually a catalyst for commercial
04:23 Negative gearing quarantine and why strata industrial looks attractive
06:23 The real risk profile of commercial: vacancies, incentives and property management
08:46 CGT changes explained: indexation replacing the 50% discount from 1 July 2027
10:07 The SMSF residential borrowing ban and what it means for commercial demand
13:12 Vanessa's number-one piece of advice for brokers guiding clients into commercial
14:14 Will a wave of investors pivoting to commercial push prices up?

Rate cuts, sticky inflation, and a federal budget that just rewrote the rules on negative gearing, CGT and SMSF lending.
In this episode of Broker Bulletin, Clare George from LMG Commercial catches up with Vanessa Rader, Head of Research at Ray White. Together, they unpack why that gap is about to send serious investor capital pivoting into commercial, and where the opportunities are already emerging.
In this episode, you'll hear:
<ul>
<li dir="ltr">
Why new negative gearing policy is pushing investors toward commercial
</li>
<li dir="ltr">
How the SMSF residential borrowing ban could release commercial demand
</li>
<li dir="ltr">
Why industrial remains the standout pick amid a national land shortage
</li>
</ul>
&nbsp;Like this episode? Leave a review! Don't miss an episode: subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker. You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Show notes: 01:21 How sentiment has shifted since November, rate hikes and sticky inflation 03:14 Why a housing-focused budget is actually a catalyst for commercial 04:23 Negative gearing quarantine and why strata industrial looks attractive 06:23 The real risk profile of commercial: vacancies, incentives and property management 08:46 CGT changes explained: indexation replacing the 50% discount from 1 July 2027 10:07 The SMSF residential borrowing ban and what it means for commercial demand 13:12 Vanessa's number-one piece of advice for brokers guiding clients into commercial 14:14 Will a wave of investors pivoting to commercial push prices up?

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move.

Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.

Whether you’re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.

So, hit subscribe, join the conversation, and connect with our growing broker community.

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia&rsquo;s broking industry. It&rsquo;s all about keeping you ahead of the game in a market that&rsquo;s always on the move.
Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.
Whether you&rsquo;re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.
So, hit subscribe, join the conversation, and connect with our growing broker community.