This is just a short preview of an upcoming two part edition of the good investing podcast with the CEO of Stockland, Tarun Gupta. In Part A of this discussion we focus on Tarun’s upbringing, his early working life as a chef in an Indian restaurant in Newcastle and his decision making process leading him to work for Lend Lease in the early 1990s. We then delve into his approach to re-setting the overall strategy at Stockland, building on an already strong base at the group. “Matt, strategy is a process, not just an idea from the CEO” is something we took away from the discussion. We then talk through the actions that have resulted from the newly developed strategy: enhanced capital partnerships, altered asset allocation, an acceleration of the development pipeline. We focus on the outlook for residential markets and discuss Australia’s housing shortage. Yes, that is an issue but the more pressing concern is housing affordability. We talk government policy and get Tarun’s view on potential policy changes at both the state and federal level. Tarun gives his view on other asset classes such as retail, office and industrial. We also get a sneak preview of some of the key elements of Stockland’s refreshed sustainability strategy and get a better understanding of Tarun’s focus on Return on Invested Capital (ROIC).