Sitemap - 2024 - Erdmann Housing Tracker
Erdmann Housing Tracker 2024 in Review (July to December)
Erdmann Housing Tracker, 2024 in Review (January to June)
Builder Incentives and Profits
November 2024 Residential Construction
Expensive Cities Aren't Attractive Cities: I swear, the last post
November 2024 Erdmann Housing Tracker
Expensive Cities Aren't Attractive Cities: One Last Word
Expensive Cities Aren't Attractive Cities: Follow Up
Expensive Cities Aren't Attractive Cities
When we lost our minds: Pt. 5 The Lessons Leamer Learned
When we lost our minds: Pt. 4 Leamer's Counsel
When we lost our minds: Pt. 3 The Dog that Didn’t Bark - Retirement Homes
When we lost our minds: Pt. 2 Respecting the Timeline
When we lost our minds: Pt.1 Overview
21 Century Housing Summary, Missouri Edition
Follow-Up: Mortgages by Credit Score
Mortgages Outstanding by Credit Score
The Housing Shortage by Metro Area, Part 4
The Housing Shortage by Metro Area, Part 3
The Housing Shortage by Metro Area, Part 2
The Housing Shortage by Metro Area
Renters and the mortgage crackdown aftermath
October 2024 Residential Construction
Follow Up to Case-Shiller & Filtering
October 2024 Inflation and Housing
October 2024 Erdmann Housing Tracker Update
An interesting election parallel
What Homes Are Missing (by Tenure)?
National Housing Crisis Task Force
September 2024 Residential Sales
Rough Estimate of the Cost of the Housing Shortage
September 2024 Residential Construction
College towns and agglomeration value
September 2024 Erdmann Housing Tracker Update, with inflation notes
How big will the building boom be?
Last Follow-Up to the Moral Panic... posts
One More FollowUp to the Moral Panic...
Follow-Up: The Moral Panic, Its Perpetrators, and Its Victims
The Moral Panic, Its Perpetrators, and Its Victims
What to Expect of Housing Supply & Demand
Responses to My Plea for Looser Lending: Salim Furth
RealPage, Collusion, and Rents: Part 3
Upside Down CAPM, Part 4: The Fed Rate Cut
August 2024 Residential Construction
August 2024 Erdmann Housing Tracker Update, with inflation notes
RealPage, Collusion, and Rents: Part 2
Responses to My Plea for Looser Lending: Dean Baker
Rent and Inflation Adjustment Errors
What Kalamazoo Reveals About the Dangers of Incomplete Observation
July 2024 Residential Sales & Homebuilder Earnings
Residential Under-Investment & Housing
July 2024 Residential Construction
Housing and Inflation, July 2024
July 2024 Erdmann Housing Tracker Update
Patterns in housing: Big = Simple
Rents shouldn’t influence monetary policy
Housing and the Business Cycle in 2024
Valuations, Density, Rents, and Incomes
The Cheat Code for Understanding Housing
Addendum to 2Q 2024 GDP Update
The Inflation Reduction Act and Residential Construction
Boring Housing Expansion July 2024 Earnings Update
June 2024 Residential Construction and Sales
Idle Thoughts on Monetary Policy and Closed Access Housing
A Review of the Layers of Damage
Ignoring Bad Real Estate Analysis for Fun and Profit: Postscript - Micro vs Macro
June 2024 Erdmann Housing Tracker Update (with inflation notes)
Ignoring Bad Real Estate Analysis for Fun and Profit, A Series: Part 3 Current Conditions
Ignoring Bad Real Estate Analysis for Fun and Profit, A Series: Part 2 Inventory
Ignoring Bad Real Estate Analysis for Fun and Profit, A Series: Part 1 Mortgage Rates
Notes on Labor, the Fed, and Homebuilders
Housing Supply & Demand within Cities, Part 3
Housing Supply & Demand within Cities, Part 2
Housing Supply & Demand within Cities, Part 1
May 2024 New Residential Home Sales
Joseph Stiglitz on Housing in Nevada
RealPage, Collusion, and Rents
May 2024 Residential Construction
Cyclical vs. Secular Housing Trends
YIMBYism will not create housing losses!
May 2024 Erdmann Housing Tracker (with Inflation Update)
The Effect of Income and Income Growth on Home Prices
US Residential Housing: A Simple Story in 4 Acts
How would upzoning affect real estate values?
2008: The Derek Chauvin Economy
No. Taxpayers didn't bail out Fannie & Freddie
American Economic Devolution & Land Rents
April 2024 Residential Home Sales (and Homebuilder Earnings)
April 2024 Erdmann Housing Tracker Update
April 2024 New Residential Construction
We need Wall Street in Housing. This is important!
Housing in Ireland, the US, and Australia, Part 2
Housing in Ireland, the US, and Australia, Part 1
A Brief Follow Up to the Brief History
A Brief History Using the Tracker
Housing Permits and Displacement
March 2024 Residential Sales Update
Anyone with a pulse could get a mortgage
Household Size and the Housing Stock
March 2024 Residential Construction Update
March 2024 Erdmann Housing Tracker Update
We're all below average (except for Austin)
The Vicious Cycle of American Housing
The State of American Home Construction: The Details
A Macro-Summary of the State of American Home Construction
2024 IS the counterfactual to 2009!
Follow-Up on February 2024 Residential Construction and Sales
February 2024 Residential Sales
Arizona Republic Op-Ed on a range of Arizona housing reform bills
February 2024 Erdmann Housing Tracker and Residential Construction
March 2024 Fed Meeting Preview
Another Follow-Up Against Agglomeration
Follow-Up Against Agglomeration Economies
Against Agglomeration Economies
More color on the inevitable rent boom of the 2010s.
Mortgage affordability and excess rents
Updating my priors on missing middle
Why more housing appears to make things worse
January 2024 Residential Construction and New Home Sales
Market Power in Housing Construction
San Francisco and Miami. Hot or not?
January 2024 Erdmann Housing Tracker Update
Accidentally testing NGDP level targeting
Transitory Inflation, another review
Homeownership is down more than you thought.
A Brief Technical Review of the Alternative Housing Story
More on the GDP trend and housing
December 2023 New Home Sales (and GDP!)
Rent Inflation and Housing Supply & Demand
December 2023 Residential Construction
December 2023 Erdmann Housing Tracker Update
December 2023 CPI and the Soft Landing
Hsieh, Moretti, Shiller, and the Rest: Part 4