Category: US Housing
The analysis published under this category are as follows.
Friday, October 11, 2024
US House Prices Trend Forecast 2024 to 2026 / Housing-Market / US Housing
By: Nadeem_Walayat
Dear Reader
This article is part 3 of 3 of my extensive analysis US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026 that was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
CONTENTS
Stock Market Trend Forecast
US Stock Market vs M2 Money Supply
AI Stocks Portfolio
Nvidia 10 for 1 Stock Split
AI Computers Hype
2024 - AI Equals Loss of Agency
Why Alien Intelligence Cannot Predict the Future
Consequences of AI
UBI - Universal Billionaire Income
GLOBAL WARMING Housing Market Consequences Right Now
RECESSION When Yield Curve Uninverts
Global Debt Bubble.
IMMIGRATION DRIVES HOUSE PRICES HIGHER
US Housing Market Free Equity
US FIXED MORTGAGES LIMITING SUPPLY
HOA Nightmare
Florida Hurricanes
Rentals Crisis
Who is Buying All the Houses?
Commercial Property Capitulation
US House Prices Momentum
US House Prices Trend Forecast
US Housing Market Stocks
UK General Election - 4th July 2024
Monday, September 30, 2024
US Housing Market Analysis - Immigration Drives House Prices Higher / Housing-Market / US Housing
By: Nadeem_Walayat
Dear Reader
This article is part 2 of 3 of my extensive analysis US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026 that was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
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Monday, September 23, 2024
US FIXED MORTGAGES LIMITING SUPPLY / Housing-Market / US Housing
By: Nadeem_Walayat
No one wants to sell their home and then be forced to re-mortgage their next property at a much higher rate, typically double their current rate i.e. 7% vs 3.5% which acts to restrict the supply of homes coming to the market and thus those that do decide to sell i.e. the mortgage free command a higher price due to lack of supply where in the US 92% of mortgages are fixed unlike the UK where even those with fixed rate mortgage are typically for less than 5 years.
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Monday, September 23, 2024
US Housing Market Free Equity / Housing-Market / US Housing
By: Nadeem_Walayat
Have you wondered how every so often a huge amount of money apparently appears out of nowhere that completely upends the consensus view.,where most only realise it's significance long after asset prices have reacted to the event, a case in pont being March 2020 when few could understand how stocks were about to enter an epic raging bull market when the worst of the pandemic was yet to materialise. At the time one had clues such as that the governments will print twice the amount they printed before as I wrote long before the start of 2000, that will eventually flow into asset prices and of course experience of been through several cycles of similar events of impending doom inexplicably to most translating into soaring asset prices.
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Thursday, September 12, 2024
IMMIGRATION DRIVES HOUSE PRICES HIGHER / Housing-Market / US Housing
By: Nadeem_Walayat
All those who want house prices to go up should be bending over backwards to encourage immigration because those western nations with little immigration are literally DYING. One only needs to look at Asia.
Japan, immigrant population 2.3% - Fertility rate 1.2 - DYING - Population falling at the rate of near 1 million per year!
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Sunday, April 07, 2024
Hidden cost of US homeownership just saw its biggest spike in 5 years / Housing-Market / US Housing
By: Submissions
As millions of Americans lose sleep over record mortgage costs, many overlook one of the biggest expenses they’ll incur as homeowners: property tax.
According to real estate data analytics firm ATTOM, property taxes jumped by 6.9% or more than $4,000 in 2023—the largest annual increase in five years. It's also double the gain from a year earlier.
“Property taxes took an unusually high turn upward last year, pushing effective rates up, while huge gaps in average tax bills between different parts of [the] country remained in place,” said Rob Barber, ATTOM’s chief executive.
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Saturday, February 17, 2024
Nick Millican Explains Real Estate Investment in a Changing World / Housing-Market / US Housing
By: Sumeet_Manhas
Real estate has long been considered the gold standard for investment, anchored by reliable returns and long-term stability. However, the world of real estate investment is constantly evolving, and successful investors must be able to adapt to the changing economic, technological, and environmental landscape to remain profitable. Nick Millican of Greycoat Real Estate has established himself as a recognized and trusted thought leader and advisor in the real estate market, particularly when it comes to large commercial properties and developments in central London.
Nick Millican’s work primarily involves acquiring, developing, and operating commercial properties. His company owns and manages a deeply diversified portfolio of assets, and his investment strategies have evolved significantly over the past several years in response to many multifaceted changes across the global economic, political, financial, and real estate worlds.
Friday, January 19, 2024
U.S. Real Estate Market: A 24% Problem / Housing-Market / US Housing
By: EWI
"...24% of U.S. single family homes are owned by investors."
A big reason that U.S. home prices have skyrocketed is that big investors like corporations did a lot of buying.
As a Redfin.com headline noted nearly two years ago (Feb. 16, 2022):
Real Estate Investors Are Buying a Record Share of U.S. Homes
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Tuesday, July 04, 2023
US Real Estate Bubble From A Technical Analysis Point Of View / Housing-Market / US Housing
By: Chris_Vermeulen
Understanding The Market Cycles
My focus usually lies with stock indexes, sectors, and commodities, but today, we venture into the real estate market. Real estate is a market that many people don’t fully comprehend. Many are excited by the robust housing market, believing it’s never been a better time to buy. But the reality is, I believe we’re in a phase that isn’t ideal for such investments.
Taking a leaf from Stan Weinstein’s book, he proposed that the market has four stages: Stage 1, where active investment capital isn’t advisable due to the choppy, flatlining market; Stage 2, the bull market phase; Stage 3, a volatile phase where struggle reigns; and Stage 4, a phase marked by a massive decline. Stages 2 & 4 are usually an easy time for investors to make money. But in Stages 1 & 3, it becomes harder to grow your capital and much easier to lose a hefty portion. This is the crucial time to preserve and protect your wealth for reinvestment when conditions improve.
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Tuesday, March 21, 2023
FOR - Forestar Group - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
MPW - Medical Properties Trust Inc - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
IIPR - Innovative Industrial Properties Inc- US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
REDFIN - RDFN - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
XHB - SPDR S&P Homebuilders ETF - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Thursday, March 16, 2023
DR Horton DHI - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Monday, February 27, 2023
US Housing Market House Prices Current State / Housing-Market / US Housing
By: Nadeem_Walayat
The only way I am going to be able to get the US housing market mega analysis done and dusted is if I break it up into digestible chunks, hence it will be delivered in 3 parts -
1. US Housing Stocks and Implications for House Prices
2. US Economy Implications for House Prices.
3. US House Prices Analysis and concluding 3 year trend forecast.
Why housing stocks first and not last?
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Saturday, February 18, 2023
How This Pattern from the Prior US Housing Market Bust is Repeating / Housing-Market / US Housing
By: EWI
Here's when homes will likely sell for once-in-a-lifetime bargains
Just like the gold "in them thar hills" motivated people from all walks of life to become miners way back when, real estate booms have motivated people from far and wide to become agents.
In both cases, easy riches seemed to be there for the taking.
But easy riches can be hard to get sometimes, as this New York Times headline indicates:
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Friday, January 06, 2023
US Real Estate and Banking Warning Signs / Housing-Market / US Housing
By: EWI
Dear Reader,
Here's a paradox for you: The more investors are convinced of a trend, bullish or bearish, the LESS likely that trend is to continue.
Yep. The big crowd gets aboard right as the trend is ready to change.
What about now? Is now one of those moments?
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Thursday, October 06, 2022
US Housing Market BUST - Why the Real Estate Tide is Turning / Housing-Market / US Housing
By: EWI
Here's your next step to get a handle on the global property market.
Treat houses as a consumption item -- or simply as a place to live, and history shows that real prices will fluctuate only modestly over the decades.
Treat houses as an investment, and the value of houses takes on the characteristics of the stock market.
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Thursday, June 09, 2022
UK Housing Market Affordability Crisis / Housing-Market / US Housing
By: Nadeem_Walayat
Most academic housing market commentators focus on the various measures of housing market affordability or rather unaffordability as house prices despite the price crash of 2008-2009 never fell to anywhere near the affordability levels of the early 1990's housing bear market lows and therefore ivory tower academics have continued to cling onto expectations that a further house prices crash is inevitable so as to fit in with their theoretical models of where house prices should fall to in terms of affordability that gets liberally regurgitated in the mainstream press, and looking at the graph below it is very easy to be seduced by something that on first glance appears obvious that house prices really did have a long way to fall to reach the affordability levels of the past.
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