CEO interview: Turning points in Australia’s housing crisis

CEO interview: Turning points in Australia’s housing crisis

From Curious by First Sentier Investors by First Sentier Investors

June 11, 2025 · 30 min · Episode 3

About this episode

The episode discusses the challenges of meeting Australia's housing demand with insights from industry leaders.

Australia has fewer homes per adult than most of the developed world. First Sentier Investors Head of Global Property Securities Stephen Hayes is joined by Stockland Development CEO Andrew Whitson to unpack the challenges in meeting Australia’s growing housing demand – and where growth may emerge next. This episode is for Australian audiences only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. References to “we” or “us” are references to First Sentier Investors. Some of our investment teams use the trading names FSSA Investment Managers, Stewart Investors and RQI Investors. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website. This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment…

People in this episode

Host: Stephen Hayes

Guest: Andrew Whitson

Topics covered

  • housing crisis
  • Australia
  • property development
  • investment challenges
  • housing demand

Keywords

  • housing crisis
  • Australia
  • investment
  • property
  • demand
  • development

Mentioned in this episode

Organizations: First Sentier Investors, Stockland Development, Mitsubishi UFJ Financial Group, Inc

Places: Australia

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