The Housing Market Correction Hiding in Plain Sight
While many celebrate the recent positive shift in home prices, the emergent optimism neglects a critical piece of the puzzle: inflation.
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COMMERCIAL REAL ESTATE'S ECONOMIC ADVISORS
RESEARCH & INSIGHTS
Jonathan O'Kane
- May 15
Adjusted CPI Inflation Falls to 4.9% for Renters, Remains at 2.4% for Homeowners
Personal inflation rates for homeowners have recovered, while renters continue to see atypically high annual increases.
Maia Peterson
- Apr 17
Locked Out: Most Renters Anticipate a Lifetime Without Homeownership
Due to high prices and tight underwriting standards, many renters now expect there’s a good chance they will never own in their lifetime.
Jonathan O'Kane
- Apr 12
Adjusted CPI Inflation Falls to 2.4% for Homeowners, 5.1% for Renters
A return to a normal inflationary environment has come more quickly for homeowners than renters, though progress remains across the board.
Maia Peterson
- Apr 3
Home Prices Expected to Grow at the Slowest Rate in Recent Memory
Expected year-ahead home price growth falls to a post-2014 low as the share of Americans forecasting a contraction in home values surges.
Jonathan O'Kane
- Mar 16
Personal Inflation Rates are 2.6 Percentage Points Higher for Renters than Homeowners
Even as price pressures abate economy-wide, the experienced inflation rate continues to improve more quickly for homeowners than renters.
Racial Inequities in Housing & Environmental Quality
In this installment, we explore redlining's impact on racial disparities observed in housing and environmental quality in the US.
Racial Inequities in Housing Affordability
Racial disparities observed in homeownership also have a residual effect on housing affordability more generally.
Racial Inequities in Household Wealth
There are several ways to measure the racial wealth gap, but household wealth reflects economic effects on current and future generations.
Jason M. Davis
- Jan 26
HUD Takes Aim at Racial Inequities in Housing With New Fair Housing Rules
With HUD's new fair housing rules, US policy takes a significant step toward dismantling longstanding racial disparities in housing.
Jonathan O'Kane
- Dec 13, 2022
Personal Inflation Rates Stand 2.3 Percentage Points Higher for Renters than Homeowners
While headline CPI describes economy-wide inflation, personal inflation rates can look much different depending on if you rent or own a home
Jonathan O'Kane
- Dec 1, 2022
Differences in Renter-Homeowner Personal Inflation Rates Reach a Record High
While both renters and homeowners are still experiencing higher-than-average inflation, the spread between the two has never been wider.
The Chandan Economics Research Team
- Oct 17, 2022
Affordability Concerns Heightened Amid Rent Inflation, Economic Uncertainty
Residential rents have risen substantially as inflation surged for other essential items like food and gas, raising the importance of housin
Jason M. Davis
- Aug 17, 2022
What the Inflation Reduction Act Means for Housing and Commercial Real Estate
The Inflation Reduction Act will introduce changes to climate, energy, and health policy— but what impact, if any, will it have on CRE?
Dylan Szeto
- Jul 31, 2022
How the Labor Market Impacts Tenant Performance
A Chandan Economics analysis of the relationship between Google searches, unemployment insurance (UI) claims, and on-time payment rates.
Jonathan O'Kane
- May 2, 2022
On-time Rent Payments Have Recovered, But Lower-Income Households Still Lag Behind.
The timeliness of rent payments has steadily improved from pandemic-related stress, but performance varies among income groups.
Jason M. Davis
- Apr 1, 2022
Gateway Markets Show Signs of A Rebound
A significant laggard at the beginning of the pandemic, independent landlords in Gateway markets (New York, Los Angeles, San Francisco,...
The Chandan Economics Research Team
- Feb 24, 2022
Addressing Racial Inequities in Housing: Case Studies for Success
Racial wealth disparities in the United States are well documented, and as a primary tool for wealth-building, housing sits at the forefront
Dylan Szeto
- Feb 15, 2022
Metro Level Inflation Accelerates Unevenly
The headline-grabbing 7.5% inflation print obscures some more interesting points about U.S. regional economies.
The Chandan Economics Research Team
- Feb 3, 2022
As Residents Flock to the Sun Belt, Affordability Concerns Rise
Increased cost of living within the Sun Belt is straining affordability and has contributed to a reduction of on-time rent payments.
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