The hottest Housing supply Substack posts right now

And their main takeaways
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Homeownership is down more than you thought.

Erdmann Housing Tracker • 252 implied HN points • 02 Feb 24
💰 Finance Housing supply Demographics
  1. Homeownership rates can be misleading if not adjusted for changes in household formation and age demographics.
  2. The reported increase in homeownership rates may be due to an aging population rather than a true rise in homeownership.
  3. The shift towards renting and living with roommates may continue unless changes are made in housing supply and mortgage regulations.

New Home Sales at 661,000 Annual Rate in January

CalculatedRisk Newsletter • 43 implied HN points • 26 Feb 24
💰 Finance Real Estate Market Data Economic Trends Housing supply
  1. In January 2024, new home sales were reported at a seasonally adjusted annual rate of 661,000, showing a positive trend compared to the previous year.
  2. The median new home price has dropped by 15% from its peak, indicating potential shifts in the real estate market.
  3. Inventory levels for new homes show variations, with completed homes for sale at a level close to the norm, while homes under construction are high but below previous peak levels.

The consumption basket we call "housing"

Erdmann Housing Tracker • 63 implied HN points • 28 Sep 23
💼 Business Housing Market Urban Development Housing supply
  1. In expensive cities, people oppose public amenities because they can lead to displacement when bundled with scarce housing.
  2. A city's housing demand can be categorized into shelter, neighborhood amenities, metropolitan area scarcity, and endowments.
  3. Metro area scarcity causes prices to rise uniformly across neighborhoods, impacting affordability for households with lower incomes.
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