Why smart investors are about to pivot to commercial

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

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Show notes:

01:21 How sentiment has shifted since November, rate hikes and sticky inflation