Housing Inventory and Demographics: The Next Big Shift

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…