americas | The Property Chronicle

US homes have been getting more affordable since the 70s

by Moses Sternstein | Dec 17, 2024 | The Analyst, zNewsletter

When the shortage bros accidentally demonstrate that zoning is a trivial part of the story. Random Walk will make it two antagonistic posts in a row. Enjoy. housing shortage steelman payment-to-income ratios skyrocketing totally stagnant, if not lower debunking the...

The best-case scenario for Trump’s second term

by Noah Smith | Dec 2, 2024 | Head Of Research, zNewsletter

“God has a special providence for fools, drunkards, and the United States of America.” — Otto von Bismarck Happy Thanksgiving, folks! A friend asked me to write an optimistic post about the best-case scenario for the upcoming Trump presidency. So here is that post....

Commercial real estate turning a corner (and other real estate charts)

by Moses Sternstein | Nov 25, 2024 | The Analyst, zNewsletter

Commercial real estate turning a corner? CMBS special servicing rates keep rising (and that’s good) net-new distress is smaller conditions are getting Sloos desiderata on REITs, who loaded-up for a mortgage origination binge that wasn’t, permits per capita, and the...

Why can’t the US build ships?

by Brian Potter | Oct 21, 2024 | The Economist, zNewsletter

For those of us worried about America’s ability to manufacture things, there’s no shortage of worrying indicators to point to. Manufacturing employment has fallen by a third from its peak in 1979, even as the population has grown by nearly 50% over the same...

It’s a renter’s market out there

by Moses Sternstein | Oct 14, 2024 | The Analyst, zNewsletter

Because there’s no housing shortage, among other reasons. the brand new apartments with the biggest discounts all time high of new apartment supply new units staying on the market longer (which is great news for renters) can’t squeeze rent increases from a stone...

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