Archive - Erdmann Housing Tracker

Boring Housing Expansion July 2024 Earnings Update

Several homebuilders have reported earnings in the last couple of weeks, and the results have been pretty consistent.

Jul 25 •

June 2024 Residential Construction and Sales

The boring recovery continues.

Jul 24 •

Idle Thoughts on Monetary Policy and Closed Access Housing

I’m not really even sure what to do with this, but it seems important.

Jul 22 •

A Review of the Layers of Damage

I’ve been playing around with the data from some of my Mercatus papers. In the paper where I reviewed the causes of the pre-2008 bubble, following the…

Jul 18 •

Ignoring Bad Real Estate Analysis for Fun and Profit: Postscript - Micro vs Macro

In Part 1 of my recent 3 part series on data measures you should mostly ignore, I wrote:

Jul 17 •

June 2024 Erdmann Housing Tracker Update (with inflation notes)

The boooooring housing expansion continues, and isn’t it grand? We love boring.

Jul 15 •

Ignoring Bad Real Estate Analysis for Fun and Profit, A Series: Part 3 Current Conditions

For Subscribers

Jul 12 •

Ignoring Bad Real Estate Analysis for Fun and Profit, A Series: Part 2 Inventory

For Subscribers

Jul 11 •

Ignoring Bad Real Estate Analysis for Fun and Profit, A Series: Part 1 Mortgage Rates

For subscribers

Jul 10 •

Notes on Labor, the Fed, and Homebuilders

The June labor report posted Friday seems relatively bullish to me. It seems like another month of “soft landing” in the books, leaving the Fed quite a…

Jul 8 •

Housing Supply & Demand within Cities, Part 3

In parts 1 and 2 I have been working through the shape of housing supply and demand within individual metropolitan areas. Figure 1 here is the basic…

Jul 5 •

Housing Supply & Demand within Cities, Part 2

In Part 1, I introduced the idea that housing supply and demand within a given metropolitan area are non-linear.

Jul 3 •

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