Why new home construction has stalled
Summary
HousingWire Daily features lead analyst Logan Motoshami discussing why housing construction remains stagnant despite claims of a massive shortage, arguing that builders are simply meeting actual demand. The episode debunks the myth of Wall Street dominating the housing market, highlighting that small investors own most rentals, and explains why low jobless claims prevent recession fears. Finally, Motoshami analyzes geopolitical tensions affecting oil prices and housing data reliability during the Memorial Day weekend.
Topics discussed
Intro, sponsor reads, and top 5 HousingWire stories
Housing construction remains stagnant despite shortage claims
Builders respond to demand, not academic supply theories
Debunking myths about institutional investors and Wall Street
Recession indicators: Jobless claims and construction labor
Critique of doom-porn economists and bearish podcasters
Geopolitical risks, oil prices, and Memorial Day outlook
Outro and HousingWire AI Summit promotion
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