In an environment with acute housing shortages the world over, there are significant opportunities for investors in the Australian build-to-rent (BTR) market. A cocktail of factors bubbling away over the years, both cyclical and structural, has exacerbated the gap between demand and supply of housing stock across major Australian cities, which is increasing the urgency for market-based solutions to address the challenge.

The structural megatrends Down Under have been generally aligned with those experienced across global markets, influencing the macro picture as well as future prospects for specific property sectors. Notwithstanding the economic and financial market volatility of recent years, the underlying trends underpinning the Australian housing thesis remain sound and intact.

With the broader outlook becoming clearer as interest rates peak and global central banks commence monetary policy–easing cycles, rental housing is one of the favoured real estate sectors