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#104 - Immigration & Housing: The Demand Shock
Australia’s housing crisis didn’t happen in a vacuum.
Since borders reopened after COVID, Australia has added nearly one million net migrants in just two years. At the same time, housing construction has failed to keep pace with demand.
In this episode, we break down the hard numbers:
- Post-COVID net overseas migration levels
- How many dwellings those arrivals actually require
- The National Housing Accord target vs current construction pace
- Rental vacancy rates and 20–30% rent increases
- The 25–35% home price surge across many markets in the past 36 months
- First home buyer grants and demand-side stimulus
- Investor lending rebound
- And how foreign investor purchases compare in scale
We examine whether immigration is the primary macro demand driver, or whether foreign buyers are playing a larger role than the data suggests.
This isn’t an emotional argument.
It’s a supply-and-demand discussion.
When hundreds of thousands of people enter the country each year and we’re not building at the required pace, something has to give — and that “something” is affordability.
If you want to understand what’s really driving prices, rents, and generational divide in Australia, this episode lays out the maths.
Did you like this episode?
Support the show
🎧 Enjoyed this episode?
Follow us on Instagram @zekeguenthrothofficial @oscardonproperty and @assetroad for daily insights, property breakdowns, and behind-the-scenes updates.
Explore more at www.assetroad.com.au
Top 10 Finance Podcasts in Australia on Feedspots ranking- https://podcast.feedspot.com/australian_personal_finance_podcasts/
Disclaimer:
The information provided in this podcast is general in nature and does not constitute personal financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. Asset Road Pty Ltd recommends you seek independent financial, legal, taxation or other advice as required. All investments carry risk. Past performance is not indicative of future results.
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By Zeke Guenthroth and Oscar DonAustralia’s housing crisis didn’t happen in a vacuum.
Since borders reopened after COVID, Australia has added nearly one million net migrants in just two years. At the same time, housing construction has failed to keep pace with demand.
In this episode, we break down the hard numbers:
- Post-COVID net overseas migration levels
- How many dwellings those arrivals actually require
- The National Housing Accord target vs current construction pace
- Rental vacancy rates and 20–30% rent increases
- The 25–35% home price surge across many markets in the past 36 months
- First home buyer grants and demand-side stimulus
- Investor lending rebound
- And how foreign investor purchases compare in scale
We examine whether immigration is the primary macro demand driver, or whether foreign buyers are playing a larger role than the data suggests.
This isn’t an emotional argument.
It’s a supply-and-demand discussion.
When hundreds of thousands of people enter the country each year and we’re not building at the required pace, something has to give — and that “something” is affordability.
If you want to understand what’s really driving prices, rents, and generational divide in Australia, this episode lays out the maths.
Did you like this episode?
Support the show
🎧 Enjoyed this episode?
Follow us on Instagram @zekeguenthrothofficial @oscardonproperty and @assetroad for daily insights, property breakdowns, and behind-the-scenes updates.
Explore more at www.assetroad.com.au
Top 10 Finance Podcasts in Australia on Feedspots ranking- https://podcast.feedspot.com/australian_personal_finance_podcasts/
Disclaimer:
The information provided in this podcast is general in nature and does not constitute personal financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. Asset Road Pty Ltd recommends you seek independent financial, legal, taxation or other advice as required. All investments carry risk. Past performance is not indicative of future results.