americas | The Property Chronicle

Seven charts about real estate that were made to be gloomy, but really aren’t

by Moses Sternstein | Feb 3, 2025 | The Analyst, zNewsletter

Things are creaking along, and probably some more lumps to come, but it’s not all that bad Deep seek prelude (of Jevons and spend data) Multifamily operators getting a bit nervous All hail the mods “underwater” loans are coming due (but it really doesn’t seem...

Three vignettes and five charts on asset values

by Moses Sternstein | Jan 27, 2025 | The Analyst, zNewsletter

Too high? Too low? Just right? What do Real Estate, VC and PE have to say for themselves? We’re back. One victory lap, one ‘more of the gloomy same,’ and one green shoot of Spring. home values are not so high (says the smart money, and not just Random Walk) VC asset...

There is NO housing shortage in the USA

by Moses Sternstein | Jan 20, 2025 | The Analyst, zEditor's pick, zLead Article

BREAKING NEWS: researchers have now quintupled the housing shortage!!! prices came down loving that used-home smell small houses, all the rage Biggest housing shortage of all time(!) The esteemed columnists and podcasters, Matt Yglesias and Ezra Klein, recently...

Time to end zoning across the USA

by Gary London | Jan 13, 2025 | The Analyst, zNewsletter

An old doctrine of municipal control, embedded in a 100-year-old court case out of Ohio (Euclid v Ambler Realty) established separation of uses. That was perfectly fine in an era which needed a municipal tool to, say, separate hazardous and noxious manufacturing fumes...

Six US real estate themes for 2025

by Brad Hargreaves | Jan 6, 2025 | The Analyst, zNewsletter

Trump, AVs, data centres, alternative sectors, distress, and more. As we look ahead to 2025, I’ll give the same caveat I gave last year: nobody can predict the future. If I knew were interest rates were headed, I’d be trading bonds, not writing a...

There is NO housing shortage in the USA

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