BRIEFS
07.01.21
As Wage Vs. Price Wedge Widens, Interest Rates Matter More
The pace of price increases is faster than wage growth in many places, exposing a fault line defined by historically low interest rates to narrow the gap to attainability.
06.23.21
Why Home Partners Of America Suits Blackstone SFR Re-entry
In its $6 billion acquisition of HPA, Blackstone adds a "doing-well-by-doing-good" dimension to a shrewd, opportunistic position in the hot single-family-rental market.
06.22.21
Gravity Yanks LBM Back To Earth, Labor Retakes Spot As No. 1 Risk
As lumber and other commodities begin to obey market laws of gravity, the underlying issue -- people -- clarifies as the root issue to focus on for the present and future.
06.03.21
Talking Housing Bubble? Start Talking Turkey ... And Talking Taper
Global house prices reached unprecedented peaks at historical 12-month rates of growth. Is there a taper-tantrum in oaur near future?
06.02.21
Price Tag For Regulation Costs On New Home Construction: $94K
A 24% slice of the new-home selling price pie goes now to "regulatory burden," the weight of land-use permitting, impact fees, cost-of-time charges, etc. in the pre-construction stages, and the added expense of start-to-completion construction cycle code and regulation.
05.28.21
Bubble Rap: It's Not What's Next That Matters Now; It's Who Can And Can't
Who's right about which prediction is exactly the focus area strategists would do well to dispel from their priority agendas right now. Instead of focusing on a bubble, redouble commitment instead to becoming listeners, learners, understanders of what customers feel, think, fear and do.
