Inside Commercial Property #71 Chaos creates deals
Apr 2, 2026
Rising interest rates and geopolitical shocks are creating a two-speed market where some sit tight and others hunt deals. The conversation highlights income-focused investing, sector resilience across industrial, retail and offices, and real-world deal breakdowns from big-box retail to supermarkets and entry-level industrial. Practical talk on buyer and seller behaviour, syndicates, and stress-testing portfolios.
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Two Speed Market Creates Buying Opportunities
- Global shocks plus rising inflation create a two-speed property market where cautious investors sit on cash while deal hunters act now.
- Scott O'Neill and Phil Tarrant note wealthy buyers (>$4–5m) are more active while entry-level investors pause, creating opportunities.
Middle East Conflict Will Keep Rates Higher
- Middle East conflict and disrupted Strait of Hormuz flows will keep fuel prices high, pressuring inflation and interest rates for longer.
- Phil explains Australia sits at the end of refined oil supply chains with only two refiners, amplifying price sensitivity.
Stress Test Portfolios And Buy High Yield
- Stress test portfolios for higher rates and possible CGT changes; favour high-yield, fundamental assets you intend to hold long term.
- Scott recommends buying high-yield commercial properties to avoid reliance on flips if CGT is tightened.