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EPISODE 299 - SDA Pipeline Data (March 25)
Manage episode 484280028 series 3321104
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In this episode, Minh and Debbie dive into the recent quarterly SDA data released by the NDIS on May 16th. They unpack the surprising surge in Pipeline SDA numbers and explain why this jump doesn’t necessarily reflect new development activity over the past three months - but rather stems from projects dating back to mid-to-late 2024.
They explore where the pipeline is still growing, the limitations of the current reporting framework, and why the broad statistical areas used in the data fail to give the industry a clear, granular picture of future SDA supply. If you’ve been wondering what the numbers really mean for investors, providers, and participants, this discussion is a must-listen.
Tune in for expert insights on interpreting SDA data and what it signals for the future of SDA housing trends.
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