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All the relevant data is on FRED https://fred.stlouisfed.org/series/TTLHH https://fred.stlouisfed.org/series/TTLHH https://fred.stlouisfed.org/series/ETOTALUS
by adam_arthur 5y ago
All the relevant data is on FRED
https://fred.stlouisfed.org/series/TTLHH https://fred.stlouisfed.org/series/TTLHH
https://fred.stlouisfed.org/series/ETOTALUSQ176N https://fred.stlouisfed.org/series/ETOTALUSQ176N
https://fred.stlouisfed.org/series/UNDCONTSA https://fred.stlouisfed.org/series/UNDCONTSA
Homes actively under construction is about to hit an all time high, higher than the 70s peak
Plus consider demographics. Millennial hump has passed avg home buying age, and there are demographic headwinds going forward, unless immigration policy becomes more permissive. Of course demographic impact will take decade or more to play out.
By demographic headwinds, I mean fewer young people, e.g. Inverted population pyramid. See Japan or China for how this will play out
- jxm262 5y agoHey thanks for this!