Episode Details
Back to EpisodesThe Daily Dose #286 | The Market Is Splitting: Modular, Mansions and the Squeeze in the Middle (with Emily Pollard)
Description
Aaron is back with Emily Pollard from Nesta Builder Brokers for another Monday breakdown, and this week they dig into something Aaron has been watching in the Google search data for the past 12 months. The Australian housing market is splitting in two. On one end, more buyers are looking at modular, prefab, tiny homes and alternative builds. On the other, the luxury custom market is busier than ever. And right in the middle, the everyday buyer is getting squeezed.
Aaron and Emily unpack what is actually driving the search data, where the project home builder fits now that million dollar builds are becoming the new normal, and what builders need to think about when picking their lane. They get into granny flats and secondary dwellings, intergenerational living, the rise of cashed-up first home buyers in the under-million market, and the buyers agents pushing equity uplift promises that often do not stack up.
This is a real conversation about where the market is heading, what builders are seeing on the ground, and the gap between what the data says and what is actually happening in display villages and on building sites across Australia.
What We Cover
- The two ends of the market that are growing, and the middle that is going quiet
- Why people are searching for modular and prefab, and why it is not always cheaper
- What now actually counts as a high end build in Australia
- Why project builders are quietly moving into the million dollar space
- The granny flat and secondary dwelling boom, and why we should stop calling them granny flats
- Intergenerational living and the cultural shift happening in Australian housing
- What the under-million first home buyer market really looks like in 2026
- The buyers agent equity uplift pitch, and why Emily is over hearing it
- Where modular fits in display villages, estate covenants, and the future of housing
- Why builders need to pick their lane and stop racing to the bottom on price
Sponsors
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This episode is also supported by Pay.com.au. Pay your business expenses, earn points on everything, and use the code GOOD20 to score 20,000 bonus points when you sign up. Head to pay.com.au/tgb