InvestorKit Podcast Will there be another Australia Nationwide Boom? - with Arjun Paliwal
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Jan 13, 2026 The discussion revolves around the potential for a nationwide property upswing in Australia. Arjun Paliwal examines why this boom won't reach the extremes of 2021 while highlighting undersupply in the housing market. He reveals how government incentives and shifting credit practices are fueling demand. The conversation also explores capital movement towards affordable price brackets and changes in vacancy rates. Listeners gain insights into emerging trends that could lead to an 8–12% growth, offering valuable foresight for investors.
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Nationwide Upswing, Not A Repeat Of 2021
- Arjun Paliwal argues a nationwide upswing is likely but not as extreme as the COVID boom.
- He defines a boom as roughly 8–12% annual growth, which is materially above long-term averages.
Undersupply Across Multiple Housing Layers
- Undersupply exists across new builds, rentals, and established homes, compounding price pressure.
- This multi-layer undersupply can sustain stronger-than-normal growth even if demand softens intermittently.
Rental Tightness Amplifies Price Pressure
- Rental vacancies remain very low while migration and household fragmentation increase rental demand.
- Rising rents lift yields, attract investors, and push renters to buy, amplifying price pressure.