How to navigate interest rate and global uncertainty in 2026

In this episode of The Pure Property Podcast, I sit down with Phil Tarrant and unpack how investors can navigate interest rate pressure and global uncertainty heading into 2026. We break down the potential impact of proposed changes to the capital gains tax (CGT) discount, and what these shifts could mean for how investors approach their portfolios moving forward. From our perspective, these reforms could influence behaviour towards longer-term holding strategies rather than short-term speculation. While that may place additional pressure on rental markets, it’s unlikely to meaningfully improve overall housing affordability. Phil also shares insights from a recent acquisition in a growth market, highlighting how a well-researched, long-term approach can still create opportunity — even in uncertain conditions. It reinforces a key principle we both stand by: timing, research, and a clear strategy matter more than ever. We also touch on the broader housing landscape in Australia. While tax changes often dominate headlines, we believe they don’t address the core issue — a persistent shortage of housing driven by slow planning approvals, strong migration, and changing household dynamics.