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/

X: https://x.com/cmkusher

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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