Erdmann Housing Tracker
@kevinerdmann.skystack.xyz
How housing costs got here and where they're going.
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This is an automated Substack Account of https://kevinerdmann.substack.com
Discover more/Create at: @skystack.xyz
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
kevinerdmann.substack.com
January 29, 2026 at 4:51 PM
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
No. Fed stimulus doesn't hurt first-time homebuyers
No. Fed stimulus doesn't hurt first-time homebuyers
kevinerdmann.substack.com
January 27, 2026 at 7:51 PM
No. Fed stimulus doesn't hurt first-time homebuyers
Hovnanian 2025 Details
Hovnanian 2025 Details
kevinerdmann.substack.com
January 26, 2026 at 10:51 PM
Hovnanian 2025 Details
An article at the Hill
An article at the Hill
kevinerdmann.substack.com
January 22, 2026 at 7:50 PM
An article at the Hill
Podcast with UCLA Housing Voice
Podcast with UCLA Housing Voice
kevinerdmann.substack.com
January 22, 2026 at 4:50 PM
Podcast with UCLA Housing Voice
What will 2026 bring?
What will 2026 bring?
kevinerdmann.substack.com
January 21, 2026 at 7:49 PM
What will 2026 bring?
December 2025 Erdmann Housing Tracker Update
December 2025 Erdmann Housing Tracker Update
kevinerdmann.substack.com
January 16, 2026 at 10:51 PM
December 2025 Erdmann Housing Tracker Update
October 2025 Residential Construction
October 2025 Residential Construction
kevinerdmann.substack.com
January 13, 2026 at 1:52 AM
October 2025 Residential Construction
Anti-corporate housing
Anti-corporate housing
kevinerdmann.substack.com
January 9, 2026 at 4:53 PM
Anti-corporate housing
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
kevinerdmann.substack.com
January 8, 2026 at 4:51 PM
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
“We Are Not as Wealthy as We Thought We Were”: Postscript 2 • Bringing it all together
“We Are Not as Wealthy as We Thought We Were”: Postscript 2
Bringing it all together
kevinerdmann.substack.com
January 7, 2026 at 4:52 PM
“We Are Not as Wealthy as We Thought We Were”: Postscript 2 • Bringing it all together
Have rents stopped rising?
Have rents stopped rising?
kevinerdmann.substack.com
January 6, 2026 at 4:54 PM
Have rents stopped rising?
“We Are Not as Wealthy as We Thought We Were”: Postscript 1 • The simple core point
“We Are Not as Wealthy as We Thought We Were”: Postscript 1
The simple core point
kevinerdmann.substack.com
January 5, 2026 at 4:54 PM
“We Are Not as Wealthy as We Thought We Were”: Postscript 1 • The simple core point
“We Are Not as Wealthy as We Thought We Were”: Part 6 • Mistakes were made
“We Are Not as Wealthy as We Thought We Were”: Part 6
Mistakes were made
kevinerdmann.substack.com
January 2, 2026 at 4:53 PM
“We Are Not as Wealthy as We Thought We Were”: Part 6 • Mistakes were made
C-Span Washington Journal
C-Span Washington Journal
kevinerdmann.substack.com
December 31, 2025 at 4:47 PM
C-Span Washington Journal
“We Are Not as Wealthy as We Thought We Were”: Part 5 • Average prices understate the regressive effects of the housing shortage
“We Are Not as Wealthy as We Thought We Were”: Part 5
Average prices understate the regressive effects of the housing shortage
kevinerdmann.substack.com
December 30, 2025 at 1:47 PM
“We Are Not as Wealthy as We Thought We Were”: Part 5 • Average prices understate the regressive effects of the housing shortage
“We Are Not as Wealthy as We Thought We Were”: Part 4 • Increased real estate wealth is a regressive income transfer
“We Are Not as Wealthy as We Thought We Were”: Part 4
Increased real estate wealth is a regressive income transfer
kevinerdmann.substack.com
December 29, 2025 at 4:47 PM
“We Are Not as Wealthy as We Thought We Were”: Part 4 • Increased real estate wealth is a regressive income transfer
“We Are Not as Wealthy as We Thought We Were”: Part 3 • Filtering
“We Are Not as Wealthy as We Thought We Were”: Part 3
Filtering
kevinerdmann.substack.com
December 26, 2025 at 4:53 PM
“We Are Not as Wealthy as We Thought We Were”: Part 3 • Filtering
“We Are Not as Wealthy as We Thought We Were”: Part 2
“We Are Not as Wealthy as We Thought We Were”: Part 2
kevinerdmann.substack.com
December 22, 2025 at 7:51 PM
“We Are Not as Wealthy as We Thought We Were”: Part 2
“We Are Not as Wealthy as We Thought We Were”: Part 1
“We Are Not as Wealthy as We Thought We Were”: Part 1
kevinerdmann.substack.com
December 19, 2025 at 7:49 PM
“We Are Not as Wealthy as We Thought We Were”: Part 1
November 2025 Erdmann Housing Tracker
November 2025 Erdmann Housing Tracker
kevinerdmann.substack.com
December 19, 2025 at 1:50 AM
November 2025 Erdmann Housing Tracker
“We Are Not as Wealthy as We Thought We Were”
“We Are Not as Wealthy as We Thought We Were”
kevinerdmann.substack.com
December 17, 2025 at 4:50 PM
“We Are Not as Wealthy as We Thought We Were”
Quick note on housing and family formation
Quick note on housing and family formation
kevinerdmann.substack.com
December 16, 2025 at 10:50 PM
Quick note on housing and family formation
Why homes are ‘filtering’ up the market from the poor to wealthier buyers
Why homes are ‘filtering’ up the market from the poor to wealthier buyers
kevinerdmann.substack.com
December 15, 2025 at 7:51 PM
Why homes are ‘filtering’ up the market from the poor to wealthier buyers
Micro versus Macro thinking and affordability
Micro versus Macro thinking and affordability
kevinerdmann.substack.com
December 15, 2025 at 1:52 AM
Micro versus Macro thinking and affordability