This week, Cameron Kusher joins me on Exchanges to unpack the complex forces shaping the Australian housing market. From the economics of supply and demand to the impact of government policy, negative gearing lending and everything in between.
We explore affordability challenges, the future of stamp duty, and the growing appeal of rentvesting among younger Australians. Cameron also makes the case for a stronger non-market housing sector and the need for public-private partnerships to deliver sustainable, affordable housing solutions and tackle the rising risk of homelessness. This episode is not to be missed
Follow Cameron Here:
Substack: https://cameronkusher.substack.com/
LinkedIn: https://www.linkedin.com/in/cameron-kusher-bbb71b46/
Follow Evan Here:
LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/
Instagram: https://www.instagram.com/evanlucas_/
Website: https://evanlucas.com.au/
Chapters
00:00 Current State of the Housing Market
04:26 Demand Dynamics in Housing
07:06 The Greater Fool Theory in Real Estate
10:40 Housing as an Asset vs. Home
12:37 Government Policies and Housing Affordability
16:00 Challenges in Housing Supply
19:11 Productivity in Construction
20:01 The Role of Stamp Duty
24:43 Negative Gearing and Its Implications
31:03 The Rise of Rentvesting
34:41 Vision for Affordable Housing
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