PIPA Report Reveals a Growing Threat to Australia’s Renters

The latest PIPA Annual Investor Survey reveals a significant shift in investor sentiment, with more investors considering selling amid changing tax settings, rising holding costs, interest rates and concerns about property values.

Chris Bates and buyer’s agent Cate Bakos unpack what the survey reveals about investor behaviour and why grandfathering existing tax arrangements may not be enough to keep investors in the market. They explore what happens when established rental properties are sold to owner-occupiers, and why replacing that stock with new investment properties isn’t as straightforward as policymakers might assume.

The conversation also examines rentvesting, the growing appeal of higher-yielding property, the risks of investors pivoting into commercial property without sufficient expertise, and whether build-to-rent can realistically address the gaps in Australia’s rental supply.

With investor behaviour changing and rental demand remaining strong, Chris and Cate question whether housing policy is accounting for the full consequences of pushing private investors out of the market.

Episode Highlights01:28 – PIPA Survey: The Investor Shift Nobody Can Ignore

04:20 – Why Investors Are Selling Despite Being Grandfathered

08:38 – Why Investors Aren’t Switching to New Builds

13:00 – Why Long-Term Investors Are Reconsidering Property

18:53 – Where Investors Are Selling and Why

20:52 – Who Pays When Investors Leave the Market?

22:32 – Why Qualified Property Advice Matters More Than Ever

27:09 – Are Property Falls as Bad as the Headlines Suggest?