Archive - Erdmann Housing Tracker

June 2025 Residential Construction

The completions impulse in multifamily seems to have completely played out.

Jul 18 •

June 2025 Erdmann Housing Tracker and Inflation Update

Well, that’s now 36 months in a row that JPow!

Jul 17 •

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 •

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 •

Another Step in my Mortgage Radicalization

The mortgage crackdown caused the Great Recession and the 2008 financial crisis.

Jul 11 •

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 •

Follow Up: Market Segmentation in Housing

Things are moving fast these days.

Jul 3 •

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 •

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 •

June 2025

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