#381: Investor Sentiment Under the Microscope – What's Really Driving Investor Decisions Since the Budget

With Cate away, Dave and Mike unpack the 2026 PIPA Annual Investor Sentiment Survey. Investor sales have risen for a fourth straight year to 18.3%, while only 27.8% plan to buy again, down from 41%. Just 12.4% of sellers sold to a first home buyer, 62.3% of portfolios are now negatively cash flowed, and 87% doubt future governments will keep tax settings stable. Melbourne tops the list of places to invest at 38.7%, despite Victoria ranking near the bottom for investor friendliness. If investors keep stepping back, what does that mean for renters and the rental pool?

The Property Trio is:

David Johnston, Mortgage Broker - Managing Director of Property Planning Australia https://propertyplanning.com.au/

Cate Bakos, Buyers Advocate - Managing Director of Cate Bakos Property https://www.catebakos.com.au/

Mike Mortlock, Quantity Surveyor - Managing Director of MCG Quantity Surveyors https://www.mcgqs.com.au/

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Shownotes: https://www.propertytrio.com.au/2026/09/28/pipa-investor-sentiment-survey-2026-under-the-spotlight/