demographics

How NOT to Report On Demographics: Millennials Blamed for Taking Down McDonald’s

(This is an excerpt from an article I originally published on Seeking Alpha on August 27, 2014. Click here to read the entire piece.) McDonald’s (MCD) has struggled recently, and the Wall Street Journal thinks it has found someone to blame in millennials. Millennials are the current group of young people coming of age in … Read more

Baby Boomers Seem Unlikely to Mass Exit from Single-Family Detached Homes Anytime Soon

(This is an excerpt from an article I originally published on Seeking Alpha on June 14, 2014. Click here to read the entire piece.) Recent research provide additional color to the last entry in my on-going series on Baby Boomers and the housing market: “Cash Buyers And Optimism Counter The Notion Of An Imminent Housing … Read more

Cash Buyers and Optimism Counter the Notion of An Imminent Housing Crisis Triggered By Baby Boomers

(This is an excerpt from an article I originally published on Seeking Alpha on June 3, 2014. Click here to read the entire piece.) Last year, I wrote a series of articles expressing my skepticism about the notion that an abandonment of homes by incapacitated Baby Boomers would cause America’s next housing crisis (for example, … Read more

The Housing Recovery Will Proceed Even With the Changing Preferences for Living At Home

(This is an excerpt from an article I originally published on Seeking Alpha on Aug 17, 2013. Click here to read the entire piece.) The headlines seem pretty ominous: a record number of young adults aged 18-31 are living at home with their parents. The percentage of young adults under such living arrangements has shot … Read more

Prudential Real Estate Outlook Survey Reveals Optimism Amongst Young People

(This is an excerpt from an article I originally published on Seeking Alpha on Aug 17, 2013. Click here to read the entire piece.) In the past few weeks, we have read articles and studies describing the delayed household formation of younger Americans. I covered them in “The Housing Recovery Will Proceed Even With The … Read more

The Aging In Place Movement Challenges the Notion Of An Imminent “Senior Sell-Off” Of Housing

(This is an excerpt from an article I originally published on Seeking Alpha on Aug 11, 2013. Click here to read the entire piece.) “That’s perhaps one of the geniuses in the way the village movement has been set up, because it takes into account the fact that we are all aging in different ways … Read more

The Pent-Up Housing Demand Of Young People As A Support for Seling Seniors?

(This is an excerpt from an article I originally published on Seeking Alpha on July 30, 2013. Click here to read the entire piece.) Depressed asset markets often include inherent supply/demand ironies. When prices drop to depressed levels, buyers should show up in droves to take advantage of the bargains. Of course, a market gets … Read more

Baby Boomers Are Not Likely to Cause the Next Housing Crisis (Part 2 of 2)

(This is an excerpt from an article I originally published on Seeking Alpha on July 19, 2013. Click here to read the entire piece.) “‘It’s romantic for the first 15 years when you’re turning 65 and retired…But aging in place among 90-year-olds? 95-year-olds?’ Many of these people…won’t realize that they can’t mow the lawn or … Read more

Homebuilding At the Crossroads Of Changing Demographics

(This is an excerpt from an article I originally published on Seeking Alpha on January 21, 2013. Click here to read the entire piece.) On January 17th, NPR’s All Things Considered ran a story called “Homebuilding Is Booming, But Skilled Workers Are Scarce.” It was yet another story adding to the evidence that the tightness … Read more