Ep 123: Would we Crash with No Immigration? - with Jeremy Iannuzzelli

Population growth is the invisible engine behind property prices, rental yields, and the broader economy. So what actually happens if the immigration tap gets switched off?

Jeremy Iannuzzelli walks through two ABS-projected scenarios over the next fifteen years: zero lending with steady migration versus zero net overseas migration with unrestricted lending. The outcomes for investors are very different, and the parallels to Japan's decades-long stagnation are hard to ignore.

The conversation also covers why the 1990s recession dragged on as long as it did, how institutions could end up dominating the rental market if borrowing dries up, and why population size shapes which suburbs and asset types thrive or fade. This episode is a must watch for anyone making long-term investment decisions today.

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Website: https://www.praediumpartners.com.au/

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