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Erdmann Housing Tracker

Substack
kevinerdmann.substack.com· irregular· Published yesterday

Kevin Erdmann analyses US housing costs, construction and rents against broader macroeconomic trends such as inflation, interest rates and investment. Readers get a data-driven argument that housing supply constraints, not demand, drive prices, along with monthly updates on residential construction.

housing supplyrent inflationresidential constructionhousing shortagehousing investmentdata center investmentinterest ratescore cpibusiness cyclehousing costs

Website: https://kevinerdmann.substack.com