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THE PROPERTY NERDS: Rates, migration, and supply crunch fuel housing crisis
In this episode of The Property Nerds, co-hosts Arjun Paliwal and Adrian Lee from InvestorKit, and Jack Fouracre from Fouracre Financial, are joined by economist Cameron Kusher to explore the complex issues affecting Australia’s housing supply.
Cameron highlights the significant shortfall in meeting the government’s target of 1.2 million homes, citing high construction costs, elevated interest rates, and misaligned migration and housing policies.
He notes that weak consumer sentiment, builder shortages, and pre-sale hurdles are stalling new housing supply, though modest interest rate cuts may offer limited relief.
Cameron suggests focusing on indicators such as housing stock levels, price adjustments, buyer inquiries, and time on market to understand property trends better.
He also predicts that artificial intelligence will significantly disrupt the real estate industry, reshaping how consumers search, transact, and engage with property platforms.
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