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$100bn is waiting on the sidelines. Is this the best buying window since COVID-19?

07 OCT 2026 • By Robyn Tongol • 3 min read • Investor Strategy

Sentiment is low, loan commitments are slipping, and investors are waiting for the dust to settle. But with billions in investor capital on the sidelines waiting to enter the property market, one expert says this could be one of the best buying windows in years.

On this episode of The Smart Property Investment Show, host Liam Garman sits down with Sam Gordon of Australian Property Scout to unpack his theory that capital doesn’t vanish when confidence falls; it simply waits.

 
 

Gordon says that when confidence returns, an estimated $100 billion will flood back into real estate, and buyers who move while sentiment is low will get the best deals.

The pair also dig into Gordon’s recent interview with shadow treasurer Tim Wilson, including what he says the Coalition would do about negative gearing, capital gains tax and SMSF lending. Gordon explains why he thinks limited recourse borrowing arrangements could be the first policy to return, and why he expects the “biggest rental boom Australia has ever seen” as vacancy rates tighten across the capitals.

Gordon then turns to where he sees opportunity, from Darwin, the only capital city that hasn’t fallen month on month, to the 18.6-year property cycle debate. He reveals why he’s been buying more aggressively since the budget than at any point in his 17 years of investing, including shopping centres, industrial and medical assets, and what he’d tell his 19-year-old self if he were starting again.

If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X and LinkedIn. If you would like to get in touch with our team, email [email protected] for more insights, or hear your voice on the show by recording a question below.

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