The Truth About Rental Supply (No One Wants to Say This) | FUNdamental Fridays

What if one of the biggest narratives around property investing is completely missing the point? In this Friday Fundamentals segment, Ben is joined by Nerida Conisbee, Chief Economist at Ray White, to unpack a perspective that’s often overlooked in today’s housing debate. Nerida shares the hill she’s willing to die on: investors play a critical role in providing rental housing, and without them, the rental market simply doesn’t function. Together, they explore how mum-and-dad investors supply the vast majority of rental properties, why reducing investor participation can push rents higher, and how shifting policy settings may unintentionally move the problem from buyers to renters. The conversation also dives into real data trends, including declining rental supply in some markets, rising rents, and why solving affordability isn’t as simple as limiting investors. It’s a candid look at the supply side of housing — and why it matters more than ever. If you’ve been following the headlines around property, this is a perspective worth hearing. Got a question or topic you want us to unpack? Submit it here: https://thepropertycouch.com.au/topics/ 👍 Like this video if it helped 🔔 Subscribe for weekly insights on property, finance & money management 📲 Start your journey with Moorr: https://moorr.com.au ⏱️ *Timestamps* 00:00 – Why this message matters right now 00:38 – Meet Nerida Conisbee 01:20 – The hill: investors provide rental supply 02:11 – Why not everyone will become a homeowner 03:38 – Who really supplies rental housing 04:14 – What happens when investors leave the market 05:26 – Why policy shifts can worsen rental affordability 06:46 – Real-world rental pressure and displacement 08:58 – Falling rental supply and rising rents 09:45 – Final takeaway: why rental supply matters #ThePropertyCouch #PropertyInvesting #RentalCrisis #MoneyEducation