In recent years, the landscape of short-term rentals has dramatically transformed, leading to a significant downturn in what was once a booming market. This shift, long in the making, has brought to light the complexities and challenges inherent in the short-term rental industry. From Airbnb’s meteoric rise to the increasing regulatory pressures and market saturation, …
Home affordability has reached crisis levels in the Western world. With property prices soaring and wages stagnant, many people, especially prospective first-time homebuyers, are priced out of the housing market. This dilemma provokes questions about who are the buyers in this market now. This environment creates an unsustainable situation where fewer and fewer people can …
If Nobody Can Afford A Home… Who’s Going To Buy Them? Read More »
It’s no secret that Michael Burry has been very bearish for years on almost all asset classes. His prediction for runaway inflation in May 2020 was very early in the economic cycle before almost anyone else saw it coming and it was accurate. In that call he just looked at monetary policy, money printing, and …
Michael Burry’s Warning for the 2023 Stock Market Crash Read More »
We have two primary sources that drive home prices, buyers demand and sellers supply. The main reason we didn’t see a housing crash in 2022 is that while the demand has dropped due to factors of financing costs and inflationary pressures on personal budgets at the same time sellers are in short supply, especially in …
Home prices minus the inflation rate equals real home prices. The historical performance of home prices has to be looked at in terms of inflation adjusted returns not nominal home prices. If your house goes up 10% in one year but inflation also goes up 10% you didn’t have a 10% return, your house was …
Warren Buffett believes that compared to the potential of companies and stocks that real estate is a lousy investment. This is speaking relative to business ownership as he does think money can be made in real estate especially in times of market mispricing. However, his edge is in analyzing the value of future company cash …
Warren Buffett: Why Real Estate Is a Lousy Investment Read More »
