Mansions Don’t Produce Much Alpha
I almost let an article about how great luxury real estate has performed sneak by without comment until I saw a dubious comparison to the...
Commercial Construction Update: Q3 2016
Commercial Construction Update: Third-Quarter 2016 Jessica Dill FRBAtlanta Real Estate Research, November 23, 2016 ...
The Wave of Millennial Home Buyers is Coming
A Very Optimistic Bet on Housing
A Case Study in Investing Objectivity Keeping the emotional voices under control when assessing an investment takes discipline....
Housing Relative to Bubble Highs & Post Crash Lows
I am in the middle of doing some real estate related research, and I came across an old favorite set of charts: These two Case-Shiller...
What the Consumer Expenditure Survey tells us about mortgage...
What the Consumer Expenditure Survey tells us about mortgage instruments before and after the housing collapse By Taylor J. Wilson BLS...
Demographics & Housing
These three charts tell the tale of the US housing market: click for ginormous charts Source: Deutsche Bank Torsten Slok
REITs are Awesome !
For the first time since 1999, the Standard & Poor’s 500 Index is being reconfigured. The last time was when technology was...