Hard to Blame the Weather for the Drop in Home Builder Sentiment

(This is an excerpt from an article I originally published on Seeking Alpha on February 17, 2015. Click here to read the entire piece.) The National Association of Home Builders/Wells Fargo Housing Market Index (HMI) for February came in at 55. The biggest change in the index came from a large drop in the component … Read more

Why Home Builders Are Off to A Relatively Strong Start In 2015

(This is an excerpt from an article I originally published on Seeking Alpha on January 9, 2015. Click here to read the entire piece.) It is still very early in the new year, but I cannot help notice the relative strength exhibited by iShares Trust – iShares U.S. Home Construction ETF (ITB) and several major … Read more

The Squeeze On Renters And Implications for the Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on September 7, 2014. Click here to read the entire piece.) I tracked down an article posted in Boston.com called “Renters Suffer as Evictions Surge in U.S.” after hearing the topic referenced in a recent Slate Money podcast. One of the guests … Read more

Million-Dollar Plus Homes and A Race for Affordability In California

(This is an excerpt from an article I originally published on Seeking Alpha on August 11, 2014. Click here to read the entire piece.) Last month, I wrote about the strong sales activity in million dollar plus homes in Canada that are occurring despite poor jobs growth in the country. It was an interesting study … Read more

Millennials Are Poised to Deliver the Next Critical Juncture for the Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on August 3, 2014. Click here to read the entire piece.) Demographic shifts can be key drivers of housing trends. To date I have spent more time examining the impact of aging Baby Boomers on the housing market than aging millennials, defined … Read more