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
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.
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 Access to Credit
In this piece, we peel one layer deeper and explore the financial market disparities fueling the persistent racial wealth gap.
Racial Inequities in Housing Affordability
Racial disparities observed in homeownership also have a residual effect on housing affordability more generally.
Jason M. Davis
- Dec 15, 2022
FOMC Members Are Starting to Agree More, and They Expect Higher Long-run Interest Rates
Tucked away into recent FOMC economic projections is a subtle shift in where and when policymakers expect long-term interest rates to land.
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
Jason M. Davis
- Nov 30, 2022
Consumer Confidence Data is Sending Mixed Signals
The Conference Board’s Consumer Confidence Survey dropped for the second consecutive month in November, but underneath is a mixed reality.
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
- Sep 15, 2022
What To Know About The Fed’s Next Move
The Fed is geared for another 75 bps rate-hike September, but in the background looms a debate about what they can and should do.
Jonathan O'Kane
- Sep 15, 2022
Diplomas and Due Dates are Keeping Americans Out of the Labor Force
There has been a sizable shift in people referencing family responsibilities as their rationale for staying out of the labor market.
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
- Mar 29, 2022
New Census Data Show Population in Sun Belt Continues to Boom
New Census Data Shows Population in Sun Belt Continues to Boom
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.
Jonathan O'Kane
- Oct 26, 2021
Labor Shortages are a Decade in the Making
As the U.S. economy shifted into a full reopening earlier this year, it did not take long for reports of staffing shortages to quickly...
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