Erdmann Housing Tracker
Subscribe
Sign in
Home
Research
Intro
Archive
About
Latest
Top
Discussions
March 2024 Residential Sales Update
Before I get to the data this month, I’m going to discuss the inventory of existing homes for sale. Much like interest rates, I think it’s a waste of…
Apr 24
•
Kevin Erdmann
Share this post
March 2024 Residential Sales Update
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
Anyone with a pulse could get a mortgage
I’m sure basically all of us have heard this. Before the Great Recession, “Anyone with a pulse could get a mortgage.” Here, I want to walk through some…
Apr 22
•
Kevin Erdmann
5
Share this post
Anyone with a pulse could get a mortgage
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
Household Size and the Housing Stock
A common claim from supply truthers is that homes per capita is at all time highs, so there can’t be a supply crisis. For some number of reasons, a lot…
Apr 18
•
Kevin Erdmann
18
Share this post
Household Size and the Housing Stock
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
5
March 2024 Residential Construction Update
Below the paywall, an update on this month’s residential construction numbers from a perspective you won’t get elsewhere.
Apr 17
•
Kevin Erdmann
Share this post
March 2024 Residential Construction Update
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
2
March 2024 Erdmann Housing Tracker Update
With notes on inflation
Apr 14
•
Kevin Erdmann
3
Share this post
March 2024 Erdmann Housing Tracker Update
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
1
We're all below average (except for Austin)
At the end of my Liberal Currents piece, I wrote, “Before 2008, even at the bottom of our deepest recessions, America never produced fewer new homes per…
Apr 11
•
Kevin Erdmann
6
Share this post
We're all below average (except for Austin)
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
The Vicious Cycle of American Housing
I have a new article up at Liberal Currents. Here’s how it starts: The policy vicious cycle began in the early twentieth century when major American…
Apr 11
•
Kevin Erdmann
6
Share this post
The Vicious Cycle of American Housing
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
3
The State of American Home Construction: The Details
In the previous post, I laid out the basic math of what new homes are being built and where new homes might come from. Cyclically Neutral Construction…
Apr 10
•
Kevin Erdmann
6
Share this post
The State of American Home Construction: The Details
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
A Macro-Summary of the State of American Home Construction
The next post after this will be for subscribers. In it I will add detail and charts to develop this summary. The American housing market has two ways…
Apr 8
•
Kevin Erdmann
8
Share this post
A Macro-Summary of the State of American Home Construction
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
1
Why The Economy Isn't Working
One of the supply-skeptic positions I see is that housing isn’t really that much of an issue. It’s just that the economy is broken. Capitalism is…
Apr 2
•
Kevin Erdmann
18
Share this post
Why The Economy Isn't Working
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
6
2024 IS the counterfactual to 2009!
I was reading the latest ResiClub post that ends: “Big picture: U.S. home prices have been in a period of sideways movement following the 2022 mortgage…
Apr 1
•
Kevin Erdmann
5
Share this post
2024 IS the counterfactual to 2009!
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
22
March 2024
Follow-Up on February 2024 Residential Construction and Sales
For subscribers, I am going to go into a little more depth about home sales and new home inventory, and why widespread misunderstandings about our…
Mar 28
•
Kevin Erdmann
4
Share this post
Follow-Up on February 2024 Residential Construction and Sales
kevinerdmann.substack.com
Copy link
Facebook
Email
Note
Other
1
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts