Sitemap - 2025 - Erdmann Housing Tracker

Consulting

Market Segmentation in Housing

THE STATE OF THE NATION’S HOUSING 2025

Green Shoots

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?

High Debt-to-Income Ratios

More on Glaeser and Gyourko's data

The elephant in the room

Indianapolis suburbs place new straw on camel's back

Hovnanian 2Q 2025 Earnings Follow Up

April 2025 Residential Home Sales

Fannie & Freddie: Follow-Up

Fannie and Freddie: It’s not about the rates

A conversation about cities

Hovnanian 2Q 2025 Earnings

April 2025 Erdmann Housing Tracker and Inflation

April 2025 Residential Construction

Home prices never go down: Follow up.

Home prices never go down.

More on Our Trade Balance and International Investment

Housing Starts Forecasts Over Time

1Q 2025 GDP and Housing

The Homevoter Hypothesis

Washington DC: scaling the NIMBY problem and the mortgage problem

March 2025 New Home Sales

2025 Florida Housing Summit

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

Home and Land Prices, Part 2

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

...And the Ugly

The Good, the Bad,...

Conventional Wisdom about 2008 and the Midwest

February 2025 New Home Sales

Why the Economy Isn't Working, Addendum

Why the economy isn't working, revisited

February 2025 Residential Construction and comments on CPI Inflation

Agglomeration vs. Scarcity

February 2025 Erdmann Housing Tracker Update & Inflation

Odd Lots Podcast

Senate Banking Hearing on Housing Roadblocks

2022 IRS Income Update and Affordability

February 2025 Employment

Some Homebuilder Forensics

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?

January 2025 New Home Sales

Economists and Price/Rent Ratios

Homebuilder Earnings

Follow-Up to My Investor Ban Rant

January 2025 Residential Construction

January 2025 Erdmann Housing Tracker Update and Inflation

Projects don't pencil.

Canton Follow-Up Post

The Midwest Tragedy: Canton

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?

Stop Banning Housing!

Credit Where Credit Is Due: Nashville & Charlotte!

Rent trends and multi-family construction

December 2024 New Home Sales

It's Happening. Not good.

Dallas vs. Austin: Brief Clarification

Dallas vs. Austin

No, this isn't normal

A Crash vs. a Correction

December 2024 Residential Construction

Homeownership isn't that risky

December 2024 Inflation

December 2024 Erdmann Housing Tracker

RealPage, Collusion, and Rents: Part 4

Households and Houses

January 2024 Homebuilder Update

Regional Sales Trends

Why you'll hate my investment advice

How Many Homes Do We Need?