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First-time buyers increase loan applications as investors retreat in Australia

Created at 23 Aug · 3:11 PM1 source↑ Market-relevant
IN SHORT

First-time homebuyers in Australia are increasing their loan applications, supported by government schemes, while property investors are stepping back. This surge in demand from new entrants is concentrated on properties within government eligibility caps.

Key Numbers

3%drop in first home buyer applications in July
10%rise in first home buyer applications in early August
8.6%fall in investor loan applications
2.9%fall in first-time buyer mortgages
$1.5mproperty price cap in NSW cities
$1mproperty price cap in south-east Queensland
$950,000property price cap in Melbourne and Geelong
$850,000property price cap in Perth
$900,000property price cap in Adelaide
$700,000property price cap in Hobart
320,000+people became homeowners under the scheme since 2020
$2.5bn+collective LMI savings for scheme participants
5,000+new guarantees issued monthly since February

Who's Involved

Loan Market
mortgage broking company providing new data
Anthony Albanese
Prime Minister of Australia
Peter Esho
Chief Executive of property finance firm 13x
Housing Australia
Administrator of the 5% deposit scheme
Clare O’Neil
Housing Minister
Helia
Australia's leading LMI company
ANZ
Bank offering the 5% scheme

↳ Why This Matters

The data highlights a significant shift in Australia's property market dynamics, with first-time buyers increasingly leveraging government support to enter the market, while investors adopt a more cautious stance. This trend could influence property price movements and the overall housing market landscape.

Key facts

  • First home buyer loan applications saw a 10% increase in the first half of August compared to June.
  • Property investor loan applications have decreased, while demand from first-time buyers remains strong.
  • The Australian government's 5% deposit scheme allows first-time buyers to borrow up to 95% of a property's value with a government guarantee.
  • This scheme has helped participants save over $2.5 billion in lenders' mortgage insurance.
  • Demand is focused on properties priced below specific caps, varying by state and territory.

First-time homebuyers in Australia are increasingly seeking home loans, even as property investors pull back from the market, according to new data from mortgage broker Loan Market. Despite a general slowdown in home buying following interest rate hikes and changes to negative gearing policies, first-time buyer applications saw a notable increase in early August.

Data from the Australian Bureau of Statistics (ABS) indicates that while investor loans fell by 8.6%, first-time buyer mortgages saw a smaller decrease of 2.9% in July. This trend is particularly strong in New South Wales and the Australian Capital Territory, where first-time purchases are higher year-on-year, and in South Australia and Tasmania, reaching their highest levels since 2021.

Peter Esho, CEO of property finance firm 13x, noted a shift in market sentiment, with first-time buyers feeling more optimistic and investors facing headwinds. He attributes the current demand to pent-up demand from buyers who have been waiting on the sidelines, driven by government policies. Demand is particularly focused on properties priced near the eligibility caps for the government's 5% deposit scheme.

This scheme allows eligible first-time buyers to borrow up to 95% of a property's value, with the government guaranteeing the loan and waiving costly lenders' mortgage insurance (LMI). Housing Australia, the scheme's administrator, reported that participants have collectively saved over $2.5 billion in LMI. The scheme has facilitated over 320,000 homeownerships since its inception in 2020, with over 5,000 new guarantees issued monthly since February.

Properties eligible for the guarantee have experienced slower price declines compared to homes outside the scheme. Housing Minister Clare O’Neil stated that the scheme is crucial for young people to enter the housing market. Helia, a major LMI provider, estimated that the scheme's expansion cost it nearly $9 million in lost business in the first half of 2026. ANZ, one of the major banks offering the scheme, maintained a steady value of mortgage applications in the June quarter, with scheme participants now representing 5% of its new loan applications.

Frequently asked questions

The scheme allows eligible first-time homebuyers to purchase a property with a deposit as low as 5% of the property's value. The government guarantees the remaining portion of the loan, helping buyers avoid or reduce lenders' mortgage insurance.

Participants have collectively saved over $2.5 billion in lenders' mortgage insurance, making homeownership more accessible. Demand has concentrated on properties within the scheme's price caps.

Factors contributing to investors stepping back include rising interest rates and changes to negative gearing policies, which are perceived to have shifted market sentiment against investors.

The caps vary by location, with NSW cities at $1.5 million, south-east Queensland at $1 million, Melbourne and Geelong at $950,000, Perth at $850,000, Adelaide at $900,000, and Hobart at $700,000.

What Happens Next

01Labor plans to expand the 5% deposit scheme and scrap income caps for applicants in October 2025.

How It Developed

First home buyer loan applications dropped 3% in July then rose 10% in early August.
Investor loan applications fell 8.6% while first-time buyer mortgages decreased only 2.9% in July.
Demand is concentrating on properties priced near government scheme eligibility caps.
More than 320,000 people have become homeowners under the 5% deposit scheme since 2020.
Scheme participants have collectively saved over $2.5 billion in LMI by the end of July.
Over 5,000 new guarantees were issued monthly since February, dipping slightly below 5,000 in July.
ANZ saw steady mortgage application values in the June quarter, with scheme participants accounting for 1 in 20 new applications.

Sources

T1
‘Pent-up demand’: First home buyers chase more loans as property investors step back, data showsThe Guardian

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