Show notes
In this Australian Investors Podcast episode, Owen Rask sits down with Cam McIntyre, CEO of REA Group, to unpack how one of Australia's most important technology businesses thinks about property, platform scale and AI.
Cam explains what it was like stepping from carsales into REA, why the business still sees big runway beyond residential listings, and which numbers matter most inside the company. They discuss traffic, listing volumes, financial services leads and why REA believes its brand, customer relationships and decades of data still create a hard-to-copy advantage.
The conversation then turns to AI. Cam explains why REA sees itself as an "AI prime" business, how the team uses internal "zombie hunts" to strip out repetitive work, and where AI could improve search, mortgage workflows and customer outcomes across the property journey.
Owen and Cam also go deep on the housing market itself: why Australia feels two-speed right now, how interest rates are shaping buyer and seller behaviour, and why Cam believes rates matter more than tax changes in the current cycle. They finish on a broader theme investors will appreciate: what keeps the Australian dream alive, how great businesses are built, and why taking intelligent risk still matters.
If you follow listed platforms, property data, AI adoption or the forces moving Australia's housing market, this episode is worth your time.
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