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June 2025 Residential Construction
The completions impulse in multifamily seems to have completely played out.
Jul 18
•
Kevin Erdmann
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June 2025 Residential Construction
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June 2025 Erdmann Housing Tracker and Inflation Update
Well, that’s now 36 months in a row that JPow!
Jul 17
•
Kevin Erdmann
1
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June 2025 Erdmann Housing Tracker and Inflation Update
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July 2025 Homebuilder Thoughts
I think there are some systematic ways that the market is currently getting the homebuilders wrong, and there may be potential for some trading gains.
Jul 16
•
Kevin Erdmann
1
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July 2025 Homebuilder Thoughts
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No, everyone isn't going to move to New York City
If we fixed American land use regulations and mortgage financing, there would be a building boom.
Jul 11
•
Kevin Erdmann
11
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No, everyone isn't going to move to New York City
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Another Step in my Mortgage Radicalization
The mortgage crackdown caused the Great Recession and the 2008 financial crisis.
Jul 11
•
Kevin Erdmann
5
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Another Step in my Mortgage Radicalization
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Slack and Capacity in Housing
One of my mantras at the Erdmann Housing Tracker has been that housing construction is still supply constrained.
Jul 7
•
Kevin Erdmann
6
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Slack and Capacity in Housing
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Follow Up: Market Segmentation in Housing
Things are moving fast these days.
Jul 3
•
Kevin Erdmann
5
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Follow Up: Market Segmentation in Housing
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Consulting
I am adding this tab to the menu to confirm, in case it wasn’t obvious, that I can provide financial consultation and analysis.
Jul 2
•
Kevin Erdmann
7
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Consulting
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Market Segmentation in Housing
I want to dive a bit deeper on a point I made in yesterday’s post about the 2025 update to “The State of the Nation’s Housing” from Harvard’s Joint…
Jul 1
•
Kevin Erdmann
10
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Market Segmentation in Housing
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June 2025
THE STATE OF THE NATION’S HOUSING 2025
Harvard’s Joint Center for Housing Studies of Harvard University recently released its 2025 update to “The State of the Nation’s Housing”.
Jun 30
•
Kevin Erdmann
15
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THE STATE OF THE NATION’S HOUSING 2025
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Green Shoots
Little victories are starting to show up here and there.
Jun 29
•
Kevin Erdmann
9
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Green Shoots
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May 2025 Residential Home Sales
Boring recovery continues.
Jun 25
•
Kevin Erdmann
4
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May 2025 Residential Home Sales
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