Stockland CEO on Australia's Property Outlook

The video discusses the current state of the Australian housing market, highlighting the impact of rising interest rates and the chronic undersupply of housing. It explores strategies for restocking and market recovery, emphasizing the importance of affordability in different regions. The discussion also covers the effects of increased migration on housing demand and capital allocation, with a focus on affordable housing models. The video outlines investment strategies in response to higher interest rates and the shift towards residential and logistics sectors. Finally, it examines the structural changes in logistics driven by e-commerce and population growth.

What has been a significant factor in the recent volume correction in the Australian housing market?

• Increase in construction costs

• Rise in interest rates

• Decrease in population

• Government policy changes

Which cities are highlighted as having key affordability issues in the housing market?

• Adelaide and Darwin

• Perth and Brisbane

• Hobart and Canberra

• Sydney and Melbourne

How is the company planning to address the challenges posed by the current interest rate environment?

• By selling all non-core assets

• By adjusting hurdle rates and seeking new opportunities

• By increasing investment in logistics

• By reducing capital allocation to residential sectors

What is the company's strategy regarding capital allocation to residential sectors?

• Decrease to less than 10%

• Maintain at 20%

• Eliminate completely

• Increase to over a third

Which affordable housing model is the company exploring for the over 50s?

• High-rise buildings

• Luxury apartments

• Manufactured housing estates

• Student accommodations

What is a key factor driving the demand for logistics space in Australia?

• Government subsidies

• Reduction in manufacturing

• Decrease in e-commerce activities

• Population growth and migration

What structural issue is supporting the growth of the logistics sector?

• Decrease in online shopping

• Digitization and e-commerce

• Decline in population

• Reduction in global trade