You can watch the video on our YouTube. 

The rules may be changing, but the fundamentals haven’t.

As proposed negative gearing reforms dominate headlines, many investors are asking the same question:

Should I rethink my strategy?

To help answer that, Ben Kingsley welcomes Lachlan Delahunty, Founder of Follio and a property professional who has been involved in more than $2 billion worth of property acquisitions.

Together, they explore what really drives long-term property performance and why some investors risk being distracted by tax outcomes rather than investment fundamentals.

In this episode, you’ll learn:

  • Why negative gearing was never the strategy — capital growth was
  • The difference between commutable and non-commutable regional markets
  • Why some regional locations thrive while others experience boom-bust cycles
  • The investment-grade framework: Location, Land, Asset
  • How scarcity, agglomeration and demographic trends influence property values
  • Why guaranteed returns, social media hype and thinly traded regional markets can create significant risks for investors

As Lachlan reminds listeners:

“The rent keeps you in the market. Growth creates the wealth.”

But perhaps the biggest message from this conversation is even simpler:

Good property is still good property.

Governments change.

Policies change.

Markets change.

But the fundamentals that drive long-term wealth creation remain remarkably consistent.

Resources Mentioned

🎥 Property Prices After Tax Reform: Fact vs Fiction (Replay + Slide Deck)

Ben’s webinar replay is now available on demand, along with the downloadable slide deck that explores:

  • What really drives long-term property growth
  • Scarcity and land appreciation
  • The potential impacts of negative gearing and CGT changes
  • Winners, losers and unintended consequences of the proposed reforms

👉 Access the replay and download the slide deck:
https://thepropertycouch.com/webinar  

📊 Negative Gearing Analysis Tool (Moorr)

Compare property scenarios side-by-side and model the impact of:

  • Negative gearing
  • Deferred tax benefits
  • Cash flow changes
  • Different investment property scenarios

👉 Explore the tool:
https://moorr.com.au/negative-gearing-analysis-tool/ 

 

 

TIMESTAMPS

00:00 – Negative Gearing Is Not Gone: What Investors Need To Know
03:48 – The Money Habits That Shaped A $2 Billion Property Career
12:08 – Negative Gearing Was Never The Strategy
19:19 – Regional Markets: Opportunity or Trap?
23:26 – The Investment Grade Framework: Location, Land & Asset
28:40 – Commutable vs Non-Commutable Regional Markets
42:54 – Guaranteed Returns, Hype & Regional Risk
53:16 – Why Fundamentals Still Matter
58:49 – Lachlan’s Final Message To Investors