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Housing Crunch and Migration Wave Elevate Australia’s Living Sectors to Core Investment Plays

Australia’s living sectors present strong opportunities for institutional capital, driven by sustained undersupply, record migration, and rising rental demand across student housing, build-to-rent, and co-living. These dynamics are supporting rental growth, high occupancy, and scalable investment platforms that offer stable, inflation-aligned income streams. At the same time, healthcare real estate and ageing-related assets offer long-term, multi-decade demand, reinforcing Australia as a compelling market for patient capital seeking resilient returns.