Episode notes
With rising interest rates, geopolitical tension in the Middle East, and potential changes to capital gains tax, investors are facing a perfect storm of uncertainty. But while some are sitting on the sidelines, others are moving decisively – creating a clear two-speed market.In this Inside Commercial Property podcast episode, Phil Tarrant is joined by Scott O’Neill to discuss one of the most complex market environments in recent memory.The pair explore how global events are flowing through to Australian and New Zealand property markets, what higher rates mean for asset selection, and why…
Podcast
Inside Commercial Property
Rethink Investing · Business · English
Welcome to the Inside Commercial Property podcast, where we bring you monthly episodes on the most significant changes in the world of commercial property investing. Delve into the inner workings of property, markets and strategies, all geared towards helping you become a better investor. Join Scott
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E76 · 2 Sep 2026 · 46 min
#76 - The Value-Add Hiding in the Property You Own | Scott O'Neill & David Hamilton
Most investors think growing a commercial property portfolio means buying the next property. It usually doesn't. The highest-return capital is often already sitting in the asset you own, in the space that isn't earning, and unlocking it is simpler and cheaper than buying again. Scott O'Neill and co-host David Hamilton break down the value-add strategies that turn an underperforming commercial property into a stronger one, without a new loan or a new purchase. Because commercial property is valued on its income, a small lift in what an asset earns becomes a large lift in what it's worth. A…
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E75 · 14 Aug 2026 · 57 min
#75 - Why Commercial Investors Can Ignore The Budget | Scott O'Neill & David Hamilton
Scott O'Neill has spent fifteen years building commercial property portfolios through every kind of market. The recent federal budget has rattled Australian property investors, and the headlines have amplified it. Scott's response to the noise: for commercial property, almost none of it changes what actually matters. Here's what does. In this episode, Scott is joined by new co-host David Hamilton, a developer and host of Everything Property podcast, to work through why a disciplined commercial investor can read the same headlines as everyone else and reach a completely different conclusion.…
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E74 · 3 Jul 2026 · 44 min
#74 - Hotels & Motels: The Opportunity Most Investors Never See | Selin Ince
Most sophisticated investors rule hotels and motels out before they understand them, and in doing so they overlook one of the most compelling yields in commercial property today. Hotels and motels are a new asset class in the Australian and New Zealand markets, and one that most investors have never been taught to understand. In this episode of Inside Commercial Property, Scott O'Neill is joined by Selin Ince, Rethink Group's hotels and motels acquisition specialist, to unpack the asset class: the investment structure of hotels and motels, why the misconceptions persist, and why the barrier…
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4 Jun 2026 · 55 min
#73 - New Zealand Commercial Property: Why The Yields Stack Up | Matt Harris and Michael Vincent
New Zealand commercial property is drawing serious attention from Australian investors, and the yields are a big part of why. In this episode of Inside Commercial Property, Scott O’Neill is joined by Matt Harris and Michael Vincent of Lighthouse Financial to unpack what’s making the New Zealand market so compelling right now.Lighthouse is one of New Zealand’s leading financial services firms, guiding more than 4,000 Kiwis toward financial freedom since 2014 with holistic advice spanning accounting, lending, and investment. The conversation covers the forces shaping New Zealand property in…
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1 May 2026 · 1 hr 1 min
#72 - Navigating The Next Phase of Property Investing
With sentiment turning cautious, interest rates remaining elevated, and major policy changes looming ahead of the Federal Budget, many investors are sitting on the sidelines. But as this podcast episode explores, market hesitation often creates the best opportunities for those willing to act with conviction.On Inside Commercial Property, host Phil Tarrant is joined by Scott O’Neill to unpack the current state of the property market, and why we may be entering one of the most important investment periods of the decade.In this episode, we cover:Why negative sentiment isn’t always a bad thing…
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5 Mar 2026 · 58 min
#70 - Why Mindset Matters More Than The Property You Buy
In this episode of Inside Commercial Property, host Phil Tarrant is joined by Scott O’Neill, CEO of Rethink Group, and Margie Baldock, senior buyer’s advocate at Rethink Investing, for a candid conversation on what really drives successful commercial property investing, beyond just yields and headlines.The discussion opens with the latest interest rate movement and its unexpected impact on investor behaviour. Scott explains why rising rates may actually strengthen the commercial case, as capital shifts away from low-yielding residential portfolios and towards higher-income, long-term…
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22 Jan 2026 · 1 hr 15 min
#69 - 2026 Market Moves
In this episode of Inside Commercial Property, host Phil Tarrant is joined by Scott O’Neill, CEO of Rethink Group, to kick off 2026 with a comprehensive outlook on where commercial property markets are heading and how sophisticated investors should be positioning capital in the year ahead.Building on the momentum of a strong 2025, the conversation unpacks the major structural forces shaping commercial property today – from constrained development pipelines and rising construction costs to increased private and offshore capital flowing into Australian and New Zealand markets. Drawing on…
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1 Jan 2026 · 56 min
#68 - How The Best Investors Won 2025
In this episode of Inside Commercial Property, host Phil Tarrant sits down with Scott O’Neill, CEO of Rethink Group, to review the performance of the Australian commercial property market in 2025 and unpack what investors should be preparing for as the market moves into 2026.This in-depth discussion revisits early-year predictions and holds them to account, analysing how interest rate cuts, supply shortages, lending conditions and investor sentiment shaped outcomes across key asset classes, including retail property, industrial property, and office assets. Drawing on insights from hundreds…
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4 Dec 2025 · 59 min
#67 - The Legal Edge in Commercial Property
In this episode of Inside Commercial Property, Phil Tarrant is joined by Sam Saad, managing director at Rethink Property Lawyers, for a detailed exploration of the legal frameworks that underpin successful commercial property transactions. This conversation breaks down the essential legal safeguards investors must establish before committing capital, from contract conditions and heads of agreement, through to lease analysis, outgoings, title searches and statutory compliance.Drawing on real transaction examples, Sam illustrates how specialist commercial property legal advice strengthens…
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6 Nov 2025 · 1 hr
#66 - Hidden Risk That Could Cost You Thousands
In this episode of Inside Commercial Property, Scott O’Neill and Phil Tarrant break down one of the most critical yet misunderstood aspects of commercial property investing: due diligence. Drawing from thousands of transactions completed through Rethink Investing, Scott explains how a structured and independent due diligence process can safeguard investors from financial risk and strengthen long-term portfolio performance.Listeners will gain practical insights into:• How to conduct commercial property due diligence that goes beyond the surface numbers.• The importance of separating…
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