Book Your FREE Investment Assessment 👉: https://follio.com.au/contact-us/📊 National Investment Report: https://441711975.hs-sites-ap1.com/follio-property-podcast-content-subscriber?utm_source=YouTube&utm_medium=newsletter&utm_id=Episode+72Sydney's auction clearance rate just fell below 50% for the first time in six years. National clearance rates have hit their lowest point since COVID. The trend has officially flipped and the data reveals exactly where the Australian housing market is heading next.Australia is now running a two-speed property market. Sydney recorded a 0.9% monthly price fall in May, the biggest decline in the country, with a median house price sitting at $1.25 million. Melbourne posted a 0.7% fall, with clearance rates struggling at 53%. At the same time, CBA has slashed its growth forecast from 5% down to 3% for 2026 and 2027, citing mounting pressure on Australia's two largest cities.But while Sydney and Melbourne softened, Perth surged 1.5%, Brisbane climbed 0.8%, and Adelaide added 0.7% in the same month. Understanding which side of this split you are on is the difference between building equity and getting trapped. Reece Beddall and Lachlan Delahunty break down the Follio Sentiment Index, surveying over 2,000 property investment Australia 2026 participants, and the results are clear. Confidence in WA jumped from 5.8 to 6.7 and Queensland from 5.6 to 6.7, while Sydney sits neutral.
For those watching the Melbourne property market, units are now trading $200,000 below replacement cost with gross rental yields pushing 4.5%. As Warren Buffett put it: "Be greedy when others are fearful." With consumer confidence at a 50-year low and the RBA July meeting expected to hold, that window is right now.Here’s what we covered in this episode.✅ Why national auction clearance rates fell below 50% for the first time since COVID✅ Sydney's 0.9% monthly price fall and what it signals for homeowners and investors✅ CBA's revised forecast: 5% growth outlook cut to 3% for 2026 and 2027✅ Melbourne's hidden opportunity: 4.5% gross yields and units $200K below replacement costTimestamps:0:00 Auction Clearance Rates & Consumer Confidence0:52 Post-Budget Market Overview2:04 Big Bank Forecasts: CBA & Westpac2:48 Sydney & Melbourne Demand Signal4:48 CBA's Downgraded Forecast8:38 RBA Rate Decision Outlook11:11 Consumer Confidence at 50-Year Low11:40 Follio Sentiment Index15:12 WA & Queensland Confidence Rising20:49 Mortgage Prison & Distressed Sales23:27 Melbourne: Auction Rates & Price Decline26:28 Melbourne Rental Yields29:11 Where to Invest Now in AustraliaIf you are tracking the Australian real estate market and figuring out your next move, drop your city in the comments. Are you buying, holding, or waiting? Like if the data helped, and subscribe so you never miss a Follio market update.About The Follio Property PodcastEach week, Reece Beddall and Lachlan Delahunty break down the biggest conversations shaping Australian property. From market cycles to debt, strategy, data, and real-world insights — we make property simple, honest, and practical.📍 Visit Our Website: https://follio.com.au/📩 Contact Us: info@follio.com.au📲 Follow Us on Social:Instagram: https://www.instagram.com/folliopropertypod/TikTok: https://www.tiktok.com/@folliopropertypod Spotify: https://open.spotify.com/show/4Akt4N53zsb4ldzFNlTwad?si=AFEgYOAiSh2QGbK8AfFLywLachlan Delahunty: https://www.linkedin.com/in/lachlandelahunty/Reece Beddall: https://www.linkedin.com/in/reece-beddall-294557b3/Executive Producer: Jonathan Fernandeshttps://www.linkedin.com/in/jonathan-fernandes-a75a991b2/#HousingMarket #RealEstateAustralia #AustralianPropertyInvestment #PropertyInvestmentAustralia2026 #Melbourne #Sydney #TheFollioPropertyPodcastDisclaimer: This is for entertainment purposes - not financial advice. Speak to a qualified professional before making any financial or property decisions
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