Independent analysis of data, practice, and policy in single-family housing construction
The Twenty-Year Housing Vacancy Rate Trend May Not Support The Assertion That Housing Is In Short Supply
Read the essay →Historically Low Housing Affordability Is A Supply Problem, According To Economists, Researchers, And Our Ever-Wise Politicians
Inflation In All Categories Erodes Home Purchasing and Renting Power
Anticipation of Warmer Weather and of Mortgage Rate Decline Likely Caused Single-Family Starts to Jump in March 2026, but the Trend May Not Continue
The Twenty-Year Housing Vacancy Rate Trend May Not Support The Assertion That Housing Is In Short Supply
Read the full Data Dig →Recovery is real, but uneven
Usually about policy or economics, but we are not constrained
02Examining data about construction, sales, profitability, but any number can get attention
03Quick thoughts that do not entice us to go long with words
04A wide open site for constructing just about any idea or opinion
One long read every other week, plus Data Digs when numbers drop. Notes when we are compelled to comment quickly. Maybe audio and video from time-to-time.
I started this newsletter because housing affordability is the most consequential issue in the country in a market that dominates the economy.
