590 | Property Shock: War, Rates & Tax Reforms, Reshapes Everything! – Chat with Nerida Conisbee

You can watch the video on our YouTube. 

The property market is facing a perfect storm…

Global conflict is driving supply shocks.

Inflation is creeping back in.

Interest rates are rising again.

And now… tax reform is back on the table.

In this ground-breaking episode, Ben is joined by Ray White Chief Economist Nerida Conisbee and Behavioural Economist Evan Lucas to unpack how these forces are colliding, and exactly what it could mean for property prices, investors and the broader economy.

From shifting buyer sentiment to construction cost pressures and the potential changes to capital gains tax and negative gearing, this is one of the most important conversations we’ve had on the future of Australia’s housing market.

Resources Mentioned

• FREE Masterclass: How to Retire on $3K a Week
• Breaking News Episodes:
  • Are New Capital Gain Tax Reforms Coming?
  • Negative Gearing Changes in May 2026 Federal Budget
• Learn more about the Property Investors Council of Australia (PICA)
• Resources mentioned:
  • ABC News: Home building industry facing COVID-like price spikes due to Middle East war
  • Australian Financial Review (AFR): Chalmers pledges substantial savings, Treasury predicts 5pc inflation
  • Ben’s Interview in the AFR: Melbourne homes rate long-term for investors, just not right now
  • REIA’s: Joint Statement – Independent economic modelling cautions against more tax on housing in federal budget
• Guests & Episodes Mentioned:
  • See the full catalogue of Nerida Consibee’s episodes >>

Timestamps  

• 0:00 – 590| Property Shock: War, Rates & Tax Reforms, Reshapes Everything! – Chat with Nerida Conisbee
• 00:11 – Welcome: Nerida Conisbee & Evan Lucas Join the Couch
• 00:58 – From Boom to Uncertainty: What Changed Fast
• 02:14 – Market Reality Check: Growth, Demand & Early Slowdown
• 06:38 – Investor Activity & Regional Risks: Boom or Bubble?
• 10:25 – Global Supply Shock: Why This Feels Like COVID Again
• 15:37 – Construction Costs & Inflation: The Pressure Builds
• 20:19 – The RBA Dilemma: Can Rate Hikes Fix This?
• 22:33 – The Big Squeeze: Falling Demand vs Rising Costs
• 23:02 – Tax Reform Incoming: CGT & Negative Gearing
• 28:52 – CGT Explained: What Could Actually Change
• 35:20 – Investment Shift: If Not Property, Then Where?
• 41:29 – Negative Gearing Debate: What’s Really at Risk
• 47:38 – The Bigger Picture: Tax, Politics & Generational Pressure
• 52:11 – GST Debate: The Reform No One Wants
• 56:31 – Final Verdict: What Happens Next?
• 1:00:54 – Bonus: CGT & Negative Gearing Deep Dive