Market Alert

The National Housing Accord Failure & The Rentvesting Surge

Australia is on track to fall hundreds of thousands of homes short of its national target. In a "Two-Speed" market, your advice strategy must pivot.

The Supply Crisis

The National Housing Accord’s target of 1.2 million new homes by mid-2029 is already lagging significantly behind schedule.

Critical Insight

Housing scarcity is now "baked into the system" for 2026. This shortage is driving a projected 7.7% rise in national house prices.

Drivers of the shortfall:

  • Severe labour shortages in construction.
  • Elevated material costs & planning delays.

Target vs. Reality (2029 Projection)

The 30% shortfall in the National Housing Accord target.

Source: National Housing Accord Analysis

The "Two-Speed" Market Outlook

While Sydney faces affordability ceilings, regional capitals are primed for explosive growth. Brokers must identify "Best Buys" early.

Brisbane & Perth

Tipped for 30% growth by 2030.

Why? High Olympic infrastructure spend (Brisbane) and resource sector strength (Perth) create a compelling compounding effect.

Sydney Pressure

Projected median: $2.22 Million.

First-home buyers are being pushed out, necessitating the Rentvesting pivot.

Rental Crisis Context

1.1% Vacancy Rate

"Cashflow is King"

Projected Dwelling Values (2026-2031)

Comparing median entry points and 5-year growth potential.

The Strategic Pivot: Rentvesting

Don't wait to buy. Buy to grow.

Execution > Loan Growth

2026 Mandate

1. Rent Lifestyle

Live where you want (e.g., Sydney, Inner Melbourne) but cannot afford to buy.

Status: Tenant
Cost: Rent < Mortgage Interest on $2.2M
RECOMMENDED

2. Invest for Growth

Purchase in high-growth, affordable markets (Brisbane, Perth, Adelaide).

Status: Landlord
Benefit: 30% Compounding Growth (5-10 Yrs)

Broker Execution Plan

1

Identify "Best Buys"

Focus on compounding over 5-10 years. Look for infrastructure spends (Olympics) and resource strength.

2

Cashflow is King

Target high-yield units. With vacancy rates at 1.1%, yields are supporting valuations despite interest rates.

3

Educate on "Wait Costs"

Show clients the cost of waiting. In a 7.7% growth market, waiting 12 months erodes deposit power.

Future-Proof Your Business

The shortfall implications mean "Execution" is the primary challenge. Brokers who pivot to strategic Rentvesting advice will build stronger, long-term client portfolios.