Phil Tarrant and Alex Whitlock unpack why economists still expect the RBA to lift the cash rate despite rising unemployment, and what the Intergenerational Report 2026 says about housing, ageing and tax. They also work through the AFR power issue's property rankings, the collapse of a Western Sydney builder group, NIMBY resistance in the Sutherland Shire, and why outer-fringe investor stock is struggling to rent.
Friday 25 September 2026 43:24
Lenders hand borrowers the full rate rise, Cotality has national values 5.2% below their March peak, and a Sydney trophy home changes hands for $75m.
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Hot property
Alex Whitlock says he could not find a tenant for a new house on Melbourne's fringe and sold it, while inner-city units are delivering yields of 6 to 8 per cent.
Property news
With the number of Australians over pension age set to nearly double, Tarrant says the principal place of residence is the last big tax base left untouched.
Money & market
Economists are still tipping a hike next week despite rising unemployment, and one borrower has shown what a threat to refinance can be worth.
Money & market
Inflation-adjusted price-to-rent ratios show capital city houses are overvalued by an average of 38 per cent, with AMP's Shane Oliver tipping falls of more than 10 per cent in four cities.
Tips
Raine & Horne's Angus Raine says buyers have more choice and more time to compare, so "1-per centers" costing less than 1 per cent of a home's value can decide a sale.
Money & market
The Housing Industry Association (HIA) has taken the concerns of small and medium-sized residential builders directly…
Money & market
Australia’s housing pipeline is facing growing pressure, with changes in investor behaviour and tightening project-viability thresholds…
Money & market
Sales of new homes have fallen for a fourth consecutive month to their lowest level in…
Money & market
Australia’s migration system overhaul could prove a watershed moment for the nation’s housing construction capacity, with…
With the RBA board meeting and announcing on Tuesday at 2.30pm, the panel weighs up whether a hike lands now or in November, and what a 15-year-high cash rate would mean for servicing. They also unpack Block Earner's Bitcoin-backed deposit loan, the blurry line between non-banks and private lenders, and survey data on how much of the loan process borrowers would hand to an AI agent.
Phil Tarrant and Broker Daily's Julian Bartels unpack new figures showing roughly 1,800 Australian borrowers change lenders every day, and why service, not just rate, is behind the churn. They also cover the exposure draft on discretionary trust taxation, HSBC's exit from Australian home lending, and an alleged mortgage fraud syndicate being pursued under Strike Force Middleton.
Tom Panos joins Phil Tarrant at the REB Top 100 Agents event to break down where the current correction is biting hardest, by geography and by price point. The pair also discuss housing supply, the budget's impact on investors and SMSF arrangements, and whether Australia is heading towards a property-led recession.
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