How housing costs got here and where they're going.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 609 | Founded | 4 years ago | Last Issue | 6 days ago |
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kevinerdmann.substack.comLatest Issues
Housing needs supply-siders
Unfortunately, American supply-side economists and pundits who would normally be advocates for the regulatory reforms we need in housing have been neutered by a series of spurious conclusions, reaching back decades.
There has been a spurio...
Build-to-Rent and Housing Supply & Demand
Brian Potter wrote a post at “Construction Physics” that is thorough and informative, as is typical of his writing. Here I will discuss his post a bit, and note how some details about investor activity and the build-to-rent market fit well...
April 2026 New Home Sales
I’m pretty confident that the analysis you will see below the paywall is different than anything you see anywhere else.
I’m pretty confident that the analysis you will see below the paywall is different than anything you see anywhere else....
Property Taxes vs. Land Value Taxes
I recently wrote a short post laying out a thesis that where land values are elevated by scarcity or amenity value, property taxes are Georgist taxes (taxes specifically on land).
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Greg Miller and Lars Doucet have written a t...
Supply constraints, Austin, the Midwest, Etc.
For more than a year, home prices have been appreciating more in the Midwest and Northeast than in traditional growth markets in the south.
For more than a year, home prices have been appreciating more in the Midwest and Northeast than in...
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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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