The Real Signal - Housing + Real Estate + Macro

The Real Signal - Housing + Real Estate + Macro

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The Real Signal - Housing + Real Estate + Macro
The Real Signal - Housing + Real Estate + Macro
The Real Signal Midweek - Nationwide Housing Shortfall

The Real Signal Midweek - Nationwide Housing Shortfall

Oct 18, 2023
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The Real Signal - Housing + Real Estate + Macro
The Real Signal - Housing + Real Estate + Macro
The Real Signal Midweek - Nationwide Housing Shortfall
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This graphic from Up For Growth is instructive….likely 881k housing shortfall is the lowside analysis, even so California is still furthest behind every other state, and is decades into it’s supply constraint through regulatory “death by 1000 cuts”.

This will take decades to get ourselves out.

Our team undertook an analysis on total market demand for ou…

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