Qualitas sees negative gearing reforms lifting demand for alternative development finance

• Qualitas analysis flagged a lift in demand for residential development finance as Australia curbs negative gearing and CGT concessions for existing homes.
• Newly built housing remains exempt, shifting investor incentives toward new construction as the government targets 1.2 million dwellings by mid-2029.
• Budget forecasts 938,000 new dwellings by mid-2029, implying a 262,000 shortfall; net migration projections rose by 55,000 over two years.
• Qualitas expects tighter rental supply to push rents higher, supporting income-focused strategies such as Build-to-Rent and investor-grade apartments.
• It highlighted a defensive credit stance, citing a weighted loan-to-value ratio near 65% and a selective origination pace of 40-60 new investments a year.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Qualitas Ltd. published the original content used to generate this news brief on July 28, 2026, and is solely responsible for the information contained therein.