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Lucy Telfar Telfar Barnard's avatar

Fascinating as always John,

I wonder whether the assertion of undersupply is a reflection on "affordable" (i.e. lower price) rentals available, rather than rentals overall. Not sure that it's possible (whether data or person time), but I wonder what the 2.5% would look like in different e.g. market quartiles. If all the over-supply is in upper quartile apartments, that's unlikely to quickly trickle down into improving supply in lower quartile family homes?

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Conor's avatar

Hi John, thanks for sharing this work you do. Question: how have you factored in population increases/decreases in these areas over the years into your over/under supply?

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