Big Picture:
In this report, I am going to provide 3 things: 1) A comprehensive primer for how to think about real estate from a macro perspective, 2) A real estate spreadsheet mapping supply, demand, credit, and how interest rates are impacting real estate, and 3) A real estate report breaking down WHERE we are right now.
My entire goal for this report is to set a foundation for high-quality decision-making. Most real estate research or content is noisy information with a ton of bearish bias instead of a structured framework around HOW to think about real estate and WHAT the distribution of probabilities is.
This TYPE of thinking is something I am always going to point you to:
Educational Primer:
This educational primer provides a clear picture of HOW to think about macro regimes, real estate, and specific housing data.
Real Estate Spreadsheet:
This spreadsheet pulls data from the FRED website so that you can seamlessly update anytime you want and have a clear view into WHAT is happening.
Real Estate Report For WHERE We Are:
This report explains WHERE we are in the macro regime and HOW real estate, mortgage rates, and incomes fit into this: