Sitemap - 2025 - Erdmann Housing Tracker
Residential Investment in the Would-Be Recession of 2024
The New Business Cycle: The 2024 Recession
Follow Up to "With prawns like these..."
With prawns like these, who needs anemones?
An update on a neighborhood and comments on rental investors
Notes on Mortgage Rates and Housing
August 2025 Residential Home Sales
What would the population of the Northeast be without zoning?
Decent federal housing policy news
August 2025 Erdmann Housing Tracker Update & Inflation Trends
August 2025 Residential Construction
The New Business Cycle: Epilogue
The New Business Cycle: Part 4
The New Business Cycle: Part 3
The new business cycle: Part 2
The new business cycle: Part 1
Hovnanian 3Q 2025 Earnings, follow-up
Hovnanian 3rd Quarter 2025 Earnings
July 2025 Erdmann Housing Tracker and Inflation Update
July 2025 Residential Construction
Conventional Wisdom, revisited
How Much Do Supply & Demand Move Home Prices?
Homebuilders & the new business cycle
More Housing & the Business Cycle
Thoughts on 21st Century Housing & the Business Cycle
More housing supply shouldn't bring prices down.
Revisiting One Last Funny Chart
Long-Term Trends in Homes and Households
June 2025 Residential Home Sales
Supply has to be ridiculously low to create our peculiar affordability problem.
June 2025 Residential Construction
June 2025 Erdmann Housing Tracker and Inflation Update
July 2025 Homebuilder Thoughts
No, everyone isn't going to move to New York City
Another Step in my Mortgage Radicalization
Follow Up: Market Segmentation in Housing
Market Segmentation in Housing
THE STATE OF THE NATION’S HOUSING 2025
May 2025 Residential Home Sales
Back of the envelope estimate of mortgage crackdown
Follow Up to Legislating Mass Evictions
May 2025 Residential Construction
May 2025 Erdmann Housing Tracker & Inflation Update
Are we going to legislate mass evictions?
More on Glaeser and Gyourko's data
Indianapolis suburbs place new straw on camel's back
Hovnanian 2Q 2025 Earnings Follow Up
April 2025 Residential Home Sales
Fannie and Freddie: It’s not about the rates
April 2025 Erdmann Housing Tracker and Inflation
April 2025 Residential Construction
Home prices never go down: Follow up.
More on Our Trade Balance and International Investment
Housing Starts Forecasts Over Time
Washington DC: scaling the NIMBY problem and the mortgage problem
Upside Down CAPM and the trade deficit
March 2025 Residential Construction and D.R. Horton Earnings
Home and Land Prices, Part 3, and March 2025 Erdmann Housing Tracker Update
Upside Down CAPM and Home and Land Prices
Scattered Thoughts on March CPI, Interest Rates, and Housing
Upside Down CAPM and Home Prices
Upside Down CAPM and the Trump Recession
A review of markets, interest rates, and homebuilder expectations
Conventional Wisdom about 2008 and the Midwest
Why the Economy Isn't Working, Addendum
Why the economy isn't working, revisited
February 2025 Residential Construction and comments on CPI Inflation
February 2025 Erdmann Housing Tracker Update & Inflation
Senate Banking Hearing on Housing Roadblocks
2022 IRS Income Update and Affordability
Low-Tier Housing is a good investment, especially for homeowners.
January 2025 Regional New Home Sales and Inventory
Tuoro Land Use Institute Podcast Interview
What is the Erdmann Housing Tracker?
Economists and Price/Rent Ratios
Follow-Up to My Investor Ban Rant
January 2025 Residential Construction
January 2025 Erdmann Housing Tracker Update and Inflation
Phoenix Screenings of "Fault Lines" Documentary
Rising existing inventory in Texas and Florida
No, Rent Management Software Didn't Make Phoenix Expensive
What Homes Are Missing, again?
Credit Where Credit Is Due: Nashville & Charlotte!
Rent trends and multi-family construction
Dallas vs. Austin: Brief Clarification
December 2024 Residential Construction
Homeownership isn't that risky
December 2024 Erdmann Housing Tracker
RealPage, Collusion, and Rents: Part 4
January 2024 Homebuilder Update