Erdmann Housing Tracker

Erdmann Housing Tracker

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November 2025

Is Canada Mending the Housing Market?
I’m not an expert on Canadian housing, but my impression is that their multi-family struggles are a bit different than ours in the US.
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Kevin Erdmann
Americans giving up on homeownership
Tyler Cowen cited a new paper titled, “‘Giving Up’: The Impact of Decreasing Housing Affordability on Consumption, Work Effort, and Investment”.
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Kevin Erdmann
October 2025 Erdmann Housing Tracker Update
It’s still hard to analyze the numbers in real terms with delayed CPI reports and the temporary effects of tariffs on general price levels.
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Kevin Erdmann
More ResiDay 2025
Mortgage Access, Build to Rent, and Bill Pulte
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Kevin Erdmann
Nevada SB391
Update.
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Kevin Erdmann
John Cochrane on Rent Control
John Cochrane has a generally great post up about rent control.
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Kevin Erdmann
ResiDay 2025
I was honored to be included as a speaker at Lance Lambert’s ResiDay 2025.
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Kevin Erdmann
I'm afraid the economy isn't improving for everyone
Alex Tabarrok has a post at Marginal Revolution linking to a post from Jeremy Horpedahl at Economist Writing Every Day about rising real incomes.
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Kevin Erdmann
Credit Access at Fannie & Freddie
FHFA chair Bill Pulte has recently been lighting up news feeds with announcements of changes at Fannie Mae and Freddie Mac.
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Kevin Erdmann
Rent Inflation and Rent-Neutral Construction Pace
In the previous post, I discussed the neutral level of new construction - the pace of new housing completions that would be associated with moderate…
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Kevin Erdmann
What is the current neutral level of housing completions?
In my metro area data packages, I infer a scarcity lot premium from each metropolitan area.
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Kevin Erdmann
© 2025 Kevin Erdmann
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