Erdmann Housing Tracker
Subscribe
Sign in
Home
Research
Intro
Archive
About
August 2023 Residential Sales
Figure 1 contains the standard measures - sales, units for sale, and months of supply. Sales dropped a bit this month, but within the normal amount of…
2 hrs ago
•
Kevin Erdmann
1
Share this post
August 2023 Residential Sales
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
New
Top
Community
More on Mortgage Affordability
In a recent post, I reviewed mortgage affordability. I argued that the front-loaded cash outlays of conventional mortgages are a relatively arbitrary…
Sep 21
•
Kevin Erdmann
Share this post
More on Mortgage Affordability
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
10
August 2023 Residential Construction
I think this month’s residential construction update might add to the trading opportunities for the discerning housing observer. Updates below the…
Sep 19
•
Kevin Erdmann
1
Share this post
August 2023 Residential Construction
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
3
August 2023 Erdmann Housing Tracker Update
I haven’t had much to say about the EHT updates the last couple of months. The California supply miracle that seemed to be emerging last autumn became…
Sep 15
•
Kevin Erdmann
Share this post
August 2023 Erdmann Housing Tracker Update
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
5
Inflation: Everyone is right.
Mike Konczal at the Roosevelt Institute has an interesting post up about the current causes of inflation. His analysis suggests that supply constraints…
Sep 12
•
Kevin Erdmann
4
Share this post
Inflation: Everyone is right.
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
Why are homebuilder rate buydowns effective?
Here is a graphic from Ali Wolf, the chief economist at Zonda. The textbook way to clear a market is to change the price. So, there are two questions…
Sep 8
•
Kevin Erdmann
3
Share this post
Why are homebuilder rate buydowns effective?
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
5
Interest Rates Aren't The Problem
I will walk through why rents are what is making housing unaffordable, not interest rates. And, I might complain a bit at the end about how attribution…
Sep 6
•
Kevin Erdmann
4
Share this post
Interest Rates Aren't The Problem
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
10
More on Hovnanian 3Q 2023 Earnings
As I reported in the previous post, Hovnanian posted another good earnings report that the market responded well to. Analysis is below the paywall.
Sep 1
•
Kevin Erdmann
Share this post
More on Hovnanian 3Q 2023 Earnings
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
See all
Erdmann Housing Tracker
How housing costs got here and where they're going.
Subscribe
Erdmann Housing Tracker
Subscribe
About
Archive
Sitemap
Share this publication
Erdmann Housing Tracker
kevinerdmann.substack.com
Copy link
Facebook
Email
Notes
Other
Erdmann Housing Tracker
How housing costs got here and where they're going.
By Kevin Erdmann
· Over 1,000 subscribers
Subscribe
No thanks
By registering you agree to Substack's
Terms of Service
, our
Privacy Policy
, and our
Information Collection Notice
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts