Sitemap - 2026 - Erdmann Housing Tracker
Cyclical Construction and Gluts
The Keynes and Hayek Rap Battle, in Hindsight
Home affordability math isn't mathing
A brief review and forecast of supply-denialism
Facets of the Housing Shortage, A Series: Part 6
Housing needs supply-siders, again
May 2026 Erdmann Housing Tracker Update
21st Century Housing in Three Atlanta Suburbs
Realtor.com estimates of the housing shortage
May 2026 Residential Construction
Facets of the Housing Crisis, A Series: Part 5
Facets of the Housing Crisis, A Series: Part 4
Facets of the Housing Crisis, A Series: Part 3
Facets of the Housing Crisis, A Series: Part 2
Facets of the Housing Crisis, A Series: Part 1
May 2026 Employment - The Would-Be Recession
Build-to-Rent and Housing Supply & Demand
Property Taxes vs. Land Value Taxes
Supply constraints, Austin, the Midwest, Etc.
The Supply Constrained Housing Market
April 2026 Residential Construction
April 2026 Erdmann Housing Tracker Update
Are first-time homebuyers older than they used to be?
Property Taxes are Land Value Taxes
Podcast Interview with Peter Yoder
Mortgages and the Supply of Safe Assets
20th Century vs. 21st Century Housing, Part 3
20th Century vs. 21st Century Housing, Part 2
March 2026 Residential Construction
20th Century vs. 21st Century Housing, Part 1
March 2026 Erdmann Housing Tracker Update
Revisiting Aggregate Demand in 2008
A Reality Check on Relative Home Prices
The housing crisis is making young Americans poorer.
No, builders don't pull back until rents inflate, Part 2
No, builders don't pull back until rents inflate
More on the supply of rental homes
It's hard to measure the cost of the housing shortage.
Erdmann Housing Tracker, 2025 Year in Review (October to December)
Erdmann Housing Tracker, 2025 Year in Review (July to September)
Erdmann Housing Tracker, 2025 Year in Review (April to June)
Erdmann Housing Tracker, 2025 Year in Review (January to March)
February 2026 Erdmann Housing Tracker Update
January 2026 Residential New Home Sales
January 2026 Residential Construction
The St. Louis Fed reminding me I can still be surprised
More thoughts on the investor ban and on homebuilders
Observations on the single-family rental debate re: the 21st Century ROAD to Housing Act.
Follow Up to Multiple Binding Constraints Make Housing Analysis Hard
Multiple Binding Constraints Make Housing Analysis Hard
Labor Force Trends: Per-Adult vs. Per Capita
Another cool paper and more notes on a bad paper on housing supply
Home construction leading the almost recession recovery
January 2026 Erdmann Housing Tracker
December 2025 Residential Home Sales
December 2025 Residential Construction
A "Shortage" or "Crisis" versus Regular Scarcity: Part 2
A "Shortage" or "Crisis" versus Regular Scarcity: Part 1
GIGO from the San Francisco Fed
Cool Paper on the progressive effect of upzoning
Podcast with UCLA Housing Voice - Again!
Do Homebuilders have an inventory problem?
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
No. Fed stimulus doesn't hurt first-time homebuyers
Podcast with UCLA Housing Voice
December 2025 Erdmann Housing Tracker Update
October 2025 Residential Home Sales
October 2025 Residential Construction
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
“We Are Not as Wealthy as We Thought We Were”: Postscript 2