Most housing headlines are wrong.
I break down what’s actually happening in real time.
$3.5B+ sold | 8,500+ units since 2020
60k+ subs on Substack Newsletter
There is NOT a housing shortage.
There is a housing MISMATCH.
America has ~148M housing units…
…and only ~134M households.
That’s a 14M unit surplus on paper.
The problem?
Builders overbuilt luxury.
America underbuilt starter homes.
Big difference.