On today’s show, we speak with Logan Mohtashami about all things related to the housing market
On today’s show we discuss:
- Why home builders aren’t building
- Institutional investors buying single-family houses
- The demographic tidal wave
- Relocation buyers
- Should buyers wait?
Listen here:
Charts:
Tweets:
New home sales fell in May, Y/Y & M/M. Theme of the month was sales decline by builder design. Few comments on demand slowing or skittish buyers, even w/new home prices +18% Y/Y nationally (survey record). Builder commentary from across the country per our survey to follow…
— Rick Palacios Jr. (@RickPalaciosJr) June 9, 2021
A lot of it can be explained with just this chart. pic.twitter.com/uzab0ogUQr
— Rick Palacios Jr. (@RickPalaciosJr) June 9, 2021
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