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.
FREE STUFF 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: thepropertycouch.com.au/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: 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
LISTEN TO THE FIRST 20 EPISODES HERE >>
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👉 Google Play: https://bit.ly/3OT86bW
👉 Web platform: https://www.moorr.com.au/
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