O TYM ODCINKU
Everyone’s waiting for Australian property to recover. Sam Gordon thinks that’s the mistake.
With sentiment at its lowest since the GFC, he’s still buying, and in this episode he explains why the quiet market could be the window investors keep asking for.
Sam and Aaron start with where the market is now: rates up, inflation still rising, and a budget that changed negative gearing, CGT and SMSF lending.
Sam explains where investor money has gone, why listings are drying up and what happens to rents when investors stop buying.
He then walks through how he’s buying right now:
- He has narrowed down the areas he buys in
- He targets properties that need a lot of work, and keeps a rolling pool of funds that he refinances and puts back in
- He’s flying to Geraldton to do a reno himself after being quoted $150K
From there, they get into commercial property. Sam covers why he’s buying aggressively in that space and whether to strip equity or sell down to get in.
He also lays out the due diligence that separates a solid asset from a million-dollar mistake: vacancy risk, tenants who cook the books, and leases with only a year left. Aaron then puts a real client scenario to him: three properties, equity ready for two more, and frozen.
Sam’s answer starts with one question: if your goals haven’t changed, why has your strategy?
They finish on the 18.6-year property cycle, the 2027-28 outlook, and why Sam hasn’t watched the news in over a decade.
New episodes every Monday, 6:30 am. Formerly The Australian Property Investment Podcast - 285+ episodes.
