Check out this interview with Louis Christopher from SQM Research on a podcast by Tom Panos - https://www.youtube.com/watch?v=uE_Az6FUHzw.
Some great insights here, including the part around 23:00 in the video, where there is a discussion around the significant shortage of housing in Australia. Building approvals have been slowing down due to rising interest rates, and there will be significant shortage of rental stock in 2024.
