Erdmann Housing Tracker
Kevin ErdmannHow housing costs got here and where they're going.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 327 | Subscribers | Read | kevinerdmann.substack.com |
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October 2024 Inflation and Housing
Inflation is now a full 27 months into a clear and sharp return to a 2% trend path, though you wouldn’t know it from the reporting on it. Figure 1 shows several CPI indexes, with and without shelter included. The indexes without shelter are...
October 2024 Erdmann Housing Tracker Update
Zillow continues to estimate moderately rising rents, with prices rising roughly in the same proportion to rents as they had before Covid.
An interesting election parallel
Jonah Freemark shared this chart:
What Homes Are Missing (by Tenure)?
Previously, I have estimated the deviation in the trend of adults per home, trends in homeownership, and trends in the types of homes being constructed. This post is just another stab at that with some slightly different visuals.
Authors
The writers behind this newsletter.
I discovered a new framework for understanding the housing bubble, the financial crisis, and costly housing markets. And, I have developed a novel framework for estimating the effects of supply constraints vs changing demand on home prices.
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