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Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
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In this episode of the Top of Mind podcast, Mike Simonsen sits down with Eric Finnigan, Vice President of Demographics Research at John Burns, to talk about the biggest themes and trends in American housing demographics today.
About Eric Finnigan
Eric Finnigan leads demographics research at John Burns Research and Consulting, where he helps clients plan around demographic shifts that impact real estate and the housing market. Eric has covered the housing market as a researcher since 2007, and before joining John Burns, he held research roles at Clarion Partners in New York and a boutique advisory firm in Berkeley, California. Finally, Eric is an elder millennial and, along with many of his peers, hit some adult milestones a little later than his parents, including getting married in his late 30s and recently buying his first home at 40.
Here’s a glimpse of what you’ll learn:
The biggest themes in American demographics right now
What the demographic trends tell us about the next 20 years of housing demand
The most important demographic data to track, and what’s happening with it now
What’s going to happen with all the new apartment construction
The net impact of immigration on housing costs
Why dramatically limited immigration or mass deportation would be catastrophic to housing market and cause greater unaffordability
Some shocking new trends in intra-country migration
How many homes we really need to build over the next 10 years
The #1 thing that we can do to improve housing construction and alleviate our shortage
What the US will look like in 2033 and why that matters
Resources mentioned in this episode:
Eric Finnigan | JBREC
Eric Finnigan | LinkedIn
Eric Finnigan | Twitter
John Burns Research and Consulting
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Anthemos Georgiades from online rental marketplace Zumper to talk about the biggest trends in the rental market today.
About Anthemos Georgiades
Anthemos Georgiades is the Co-Founder & CEO of Zumper. At Zumper, Anth leads the company in its mission to make renting a home as easy as booking a hotel. Since 2012, Anth has grown Zumper into one of the largest online rental marketplaces with tens of millions of annual users, and has raised $180 million in venture capital for the company.
Here’s a glimpse of what you’ll learn:
The biggest trends in rentals in the country today
What “normal” looks like in the rental market after the pandemic craziness
Where rents are falling, where they’re rising, and why
How renters’ perceptions of the economy impact their behavior, and how these perceptions are changing
Whether the market will get easier or harder for landlords in the coming year
How purchase and interest rate affordability challenges are felt in the rental market
How the demographics of renters have changed over the last decade, and what’s coming next
How AI is already changing how we find and rent homes, and where we need to be careful
The big policy changes happening in housing across the country, and where should we focus our efforts
Resources mentioned in this episode:
Anthemos Georgiades | Twitter
Anthemos Georgiades | LinkedIn
Zumper
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Salim Furth from the Mercatus Center at George Mason University to explore America’s housing affordability and supply crisis and the optimistic changes that are under way.
About Salim Furth
Salim Furth is a Senior Research Fellow and Director of the Urbanity project at the Mercatus Center at George Mason University. His research focuses on housing production and land use regulation. He frequently advises local governments and testifies before state and federal legislatures. He earned his Ph.D. in economics from the University of Rochester.
Furth previously worked at the Heritage Foundation, at Amherst College, and as a contractor to HUD. His research has been published in Housing Policy Debate, Critical Housing Analysis, and the IZA Journal of Labor Policy. He serves as an advisor to the board of Texans for Reasonable Solutions and a Better Cities Project Fellow.served as lead independent trustee and eventually board chairman overseeing a multibillion-dollar ETF trust until its sale in early 2024.
Here’s a glimpse of what you’ll learn:
Why an esoteric domain like housing policy and zoning is suddenly in the spotlight in the US
What the “Housing Theory of Everything” is and why it’s important
Why the housing shortage isn’t confined to the United States and which countries are tackling it
Why NIMBYism is a universal human (or at least Anglophile) value
The shocking extent of our under-construction
Which simple zoning and regulation changes are making impact around the country
Which cities and states are doing the best work in housing
Whether increased immigration helps or hurts housing affordability
Which tax law changes are most effective
What will happen if the population declines
The optimistic and pessimistic scenarios for residential real estate, affordability and supply in the longer term future
Conclusions and insights from his recent “Laying Foundations” paper about the 50 most recent legislative efforts around the country
Resources mentioned in this episode:
Salim Furth | LinkedIn
Salim Furth | X
Mercatus Center
Salim Furth | Mercatus Center
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Terry Loebs from Pulsenomics for a deep dive into forecasting home prices and the housing market. Terry has been at the forefront of measuring and projecting home prices for decades.
About Terry Loebs
Terry Loebs possesses more than 35 years of experience in the capital markets and in developing innovative data-driven products and services. He started his career on Wall Street evaluating and trading mortgage whole loans and servicing rights portfolios while earning his MBA at The New York University Stern School of Business.
After joining the Case Shiller Weiss, Inc. (CSW) in 1996, Terry led the commercial development of the Case-Shiller Indexes®, the subsequent effort to establish their reputation as a premier home price performance benchmark, and the launch of the first AVM for both consumers and lenders. After the 2002 acquisition of CSW by Fiserv, Terry managed the property data analytics team at the merged organization for three years before reuniting with Robert Shiller at MacroMarkets LLC.
In 2011, Terry founded Pulsenomics®, an independent research and index product development firm that leverages expertise in data analytics, opinion research, financial markets, and economics to deliver unique insight and market intelligence to institutional clients, partners, and the public at large. Since 2010, Terry has managed an expert survey panel comprised of over 150 leading economists, investment strategists, portfolio managers, and real estate market analysts to produce the quarterly Home Price Expectations Survey™, which is currently sponsored by Fannie Mae.
For nearly a decade, Terry also served as lead independent trustee and eventually board chairman overseeing a multibillion-dollar ETF trust until its sale in early 2024.
Here’s a glimpse of what you’ll learn:
Can people really forecast the housing market? Or home prices?
Can we better understand how housing wealth impacts the broader economy?
Why legacy macroeconomic confidence indicators don’t include housing and why that matters
What the Fannie Mae Home Price Expectations Survey tells us about the housing market for 2024 and beyond
The surprising way that forecasters’ views for housing in 2024 are different than they have been for the last 15 years
Why home prices have “downward stickiness”
How forecasting long-term home prices is different from forecasting the next year and what to look for long term
The one housing market indicator that 84% of expert panelists agree on
Which risks are not yet priced into the housing market expectations
The big macro economic trends that are potentially the most impactful for the housing market in the coming years.
Resources mentioned in this episode:
Terry Loebs | LinkedIn
Pulsenomics
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Matt Graham from MBS Live and Mortgage News Daily. A former loan originator, Matt is one of the foremost technology innovators and market commentators in the mortgage industry. Matt talks about what to expect with mortgage rates for the rest of the year and into 2025, and offers keen insights into a variety of other economic indicators.
About Matt Graham
A former originator, Matt fell into the rabbit hole of following the bond market in order to better understand mortgage rate movement. While the systems available at the time were useful, they barely scratched the surface. They also ran the risk of teaching originators to focus on things that didn't really matter.
So Matt set out to build something that solved both problems. In the 20 years that followed, Matt has proven to be the industry's foremost innovator in market data services designed specifically for mortgage originators. MBS Live continues to be the most trusted, most accurate, and most timely source of streaming bond prices, data and dialogue.
Matt is routinely featured in the media as a mortgage rate expert and is responsible for helping several major media outlets modernize their mortgage rate reporting. He currently lives in the Pacific Northwest where he enjoys skiing, fishing, hunting, coaching youth sports, playing in the old guy league, and most of all, spending time with his family.
Here’s a glimpse of what you’ll learn:
Why everyone was fooled about rates for 2024
What to look for with mortgage rates for the rest of the year and into 2025
What to look for in the inflation data for the next few months
Which other macroeconomic measures we should be watching
How the Fed communicates, and how markets react to the Fed
The latest dynamics of mortgage pricing, fees and points
Why the last two years has been “tougher than the Great Financial Crisis” for mortgage lenders
Why the 8% interest rate in September 2023 was probably “defensive panic” and unlikely to repeat
How the post-Covid stimulus money is still reverberating in the economy and the markets today
Whether there’s a threshold rate for where consumers start to buy homes
His view of the imperative to “spread the wealth” of real estate in the US to more people, including those who are long term renters
Resources mentioned in this episode:
Matt Graham | LinkedIn
MBS Live
Mortgage News Daily
Mike Simonsen | LinkedIn
Altos Research
Featuring Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Follow us on Twitter for more data analysis and insights:
Altos on Twitter
Mike on Twitter
About Altos Research
The Top of Mind Podcast is produced by Altos Research.
Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.
Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. -
Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.
If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.
Hosted by Mike Simonsen, President of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. - もっと表示する
