Sitemap - 2026 - Erdmann Housing Tracker

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

Hovnanian 1Q 2026 Earnings

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

Do you ever wonder? Podcast

Federal YIMBYs?

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?

Homebuilder Earnings

Follow Up to Random Thoughts

Random Thoughts on Mortgages, Household Finances, and Supply Conditions

No. Fed stimulus doesn't hurt first-time homebuyers

Hovnanian 2025 Details

An article at the Hill

Podcast with UCLA Housing Voice

What will 2026 bring?

December 2025 Erdmann Housing Tracker Update

October 2025 Residential Home Sales

October 2025 Residential Construction

Anti-corporate housing

“We Are Not as Wealthy as We Thought We Were”: Postscript 3

“We Are Not as Wealthy as We Thought We Were”: Postscript 2

Have rents stopped rising?

“We Are Not as Wealthy as We Thought We Were”: Postscript 1

“We Are Not as Wealthy as We Thought We Were”: Part 6