#75 - Why Commercial Investors Can Ignore The Budget | Scott O'Neill & David Hamilton

<p>Scott O&#39;Neill has spent fifteen years building commercial property portfolios through every kind of market. The recent federal budget has rattled Australian property investors, and the headlines have amplified it. Scott&#39;s response to the noise: for commercial property, almost none of it changes what actually matters. Here&#39;s what does.</p><p><br></p><p>In this episode, Scott is joined by new co-host David Hamilton, a developer and host of Everything Property podcast, to work through why a disciplined commercial investor can read the same headlines as everyone else and reach a completely different conclusion.</p><p><br></p><p>Commercial sits largely outside the proposed changes, but the more useful point is why that is, and why it was always going to be. A portfolio built on strong yields, cash-flow-positive assets, and quality tenants doesn&#39;t depend on the settings that were just shaken. Scott and Dave move quickly past the policy details and into the ground truth: where yields are right now, which asset classes are holding, and what separates an investor who repositions with a plan from one who reacts to a headline.</p><p><br></p><p>In this episode:</p><p>- Why commercial property sits largely outside the proposed budget changes and why that&#39;s structural, not luck</p><p>- Where commercial property yields are strongest right now: retail, large format, shopping centres, warehouses</p><p>- The difference between an investor who repositions with a plan and one who reacts to a headline</p><p>- What a developer&#39;s eye picks up that a commercial investor can miss- How to read a genuine asset from one that only looks good on paper</p><p><br></p><p>Book a Consultation: https://www.rethinkinvesting.com.au/lets-talkExplore commercial property with Rethink Investing:- Australia: https://www.rethinkinvesting.com.au/</p><p><br></p><p>Follow Scott O&#39;Neill: https://www.instagram.com/scott_oneill_/Follow Rethink Investing: https://www.instagram.com/rethinkinvesting/</p><p><br></p><p>(00:00) Trailer</p><p>(00:59) Welcome and Introducing New Co-Host</p><p>(02:58) A Developer&#39;s Perspective on Commercial Property</p><p>(04:14) Does the Budget Actually Change Commercial Property?</p><p>(10:12) Negative Gearing vs Capital Gains, Explained</p><p>(16:01) Should First-Time Investors Buy Now or Wait?</p><p>(19:39) Why Fundamentals Beat the Tax Breaks</p><p>(23:06) What Commercial Investors Are Really Doing Now</p><p>(26:05) The Investors Who Panic vs The Ones Who Buy</p><p>(34:32) Where Commercial Yields Are Strongest Right Now</p><p>(38:07) Warehouses and Industrial: The Yield Play</p><p>(42:08) The Strategy That Hasn&#39;t Changed Since 2010</p><p>(45:25) Why Everyone Is Suddenly Talking Commercial</p><p>(49:02) Inside The Development Industry</p><p>(54:16) The Long View: Fundamentals Outlast</p>