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

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