Show Notes
The current groupthink is Australia just needs to build more homes to solve the housing crisis, that is only part of the story. In this episode of Exchanges, Evan is joined by Eliza Owen, one of Australia's biggest thinkers in property. Eliza answers the deeper forces at play from tax settings that favour property investors, to decades of underinvestment in public housing, to the political dynamics that make meaningful reform so difficult.
It is sure to be an Exchange that creates a debate this country needs.
To Follow Eliza click here: LinkedIn: linkedin.com/in/eliza-owen-2554ab65 Instagram: https://www.instagram.com/eliza.owen.au/
To Follow Evan click here: LinkedIn: linkedin.com/in/evan-lucas-44a25316 Instagram: https://www.instagram.com/evanlucas_/ Website: www.evanlucas.com.au
Chapters: 00:34 Current Policy Environment and Risks 01:15 Political Will for Housing Reform 03:22 Indexation and Fairness in Tax Policy 05:10 Long-term Investment and Short-term Speculation 06:09 Speculation and Housing Quality 07:27 Rent Vesting and Market Behavior 08:25 Developer Feasibility and Housing Quality 10:07 Public vs Private Investment in Housing 12:23 Wealth Distribution and Housing Policy 14:40 Household Wealth and Housing Market Dynamics 16:03 Negative Gearing Limitations and Market Impact 19:06 Stamp Duty and Housing Mobility 22:18 Housing Prices and Market Trends 2026-2027 23:37 Interest Rates and Regional Market Differences 25:02 Market Resilience and Price Declines 26:48 Wealth and Supply Constraints in Housing 27:52 Addressing Rent Pressures and Supply 28:50 Public Housing as Infrastructure Investment 29:45 Housing Supply and Market Outcomes 30:06 Materials, Construction, and Feasibility 31:20 Zoning, Density, and Building Costs 32:49 Building Quality and Housing Preferences 33:49 Regulatory Barriers and Housing Development 34:43 Interim Policy Measures for Market Rotation 35:38 Demand and Supply Side Policy Strategies 36:15 Eliza Owen's Vision for Housing Policy 37:43 Closing Remarks and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.
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