Investor activity is rotating toward specific growth corridors and detached housing markets, particularly within Victoria. The FOUNDIT Investor Index reports that in the three months to February 2026, Latrobe Valley recorded a 71.7% increase in investor participation. Wallan rose 47.9%, Casey South climbed 42.6%, and Wyndham increased 32%.

These markets offer comparatively affordable entry points, larger land parcels and consistent rental demand. Investors appear to be responding to improved alignment between pricing and yield metrics.

Recent years saw elevated taxes and regulatory changes dampen investor confidence in Melbourne. Current conditions suggest renewed engagement, with analysts describing a rare window where value and tenant demand intersect favourably.

Western Australia reflects a similar rotation away from apartment-heavy precincts. Perth City experienced a 33.3% decline in investor purchases, while Inner Brisbane recorded a 51.4% drop. Detached housing options with stronger land components are attracting greater capital allocation.

South Australia continues to perform steadily, with metropolitan Adelaide showing gradual increases in investor activity characterised by low volatility and consistent rental returns.

Investors are prioritising scarcity, land value and demographic growth fundamentals. Oversupplied apartment markets face softer demand, while house-and-land segments in expanding corridors are benefiting from renewed attention.

Concentrated investor demand can accelerate price growth in targeted areas. Monitoring these shifts provides early indicators of emerging hotspots and segments experiencing capital withdrawal.