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CalculatedRisk Newsletter

Housing Inventory and Demographics: The Next Big Shift

CalculatedRisk by Bill McBride's avatar
CalculatedRisk by Bill McBride
Jul 03, 2023
∙ Paid

Last week I saw the following tweet by my friend Logan Mohtashami, Lead Analyst for HousingWire.com about existing home inventory.

I asked Logan about the timing, and he pointed out that several housing perma-bears had been predicting a flood of new inventory in the 2015 to 2025 timeframe as baby boomers downsized. That was obviously incorrect.

In 202…

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