Eric Bialke, Author at Carpathian Capital Management

Housing Affordability and Inventory: Key Insights and Future Prediction

Interesting housing market tidbits from the past week. Housing affordability/inventory shortages/inflationary pressures all remain key themes, both directly and indirectly impacted by the current rate environment. “We’re looking at a moment in time where...

Shortages of Buildable Lots (Land) Back in the Headlines

Land is a limited and scarce commodity in the US. As quoted in a recent Builder Magazine article: “Data from Zonda suggests that lot supply tightened in the first quarter of 2024 and the overall market remains significantly undersupplied, as it has been since 2017....

Build-for-Rent Market Growth: An Opportunity

Headlines from the recent CalculatedRisk Newsletter indicate Census Bureau data reflects Single Family Build-for-Rent Starts are up 20% Y-O-Y in Q1 2024. The Build-for-Rent (BFR) space is quickly becoming a material % of the overall housing inventory landscape,...

Will Millennials Fuel Future Housing Demand? Insights from Zonda

We at CCM do more than just invest in strong operating partners. We conduct thorough research into the markets and demographics in which we invest, including closely monitoring millennial trends. As highlighted in a recent article in Builder Magazine, which cites work...

Record Immigration Boosts US Labor and Housing Markets: An Investment Perspective

In 2023, the U.S. saw a record immigration-driven population growth of 3.8 million – the largest one-year increase in history. Goldman Sachs notes that most new immigrants are young or of prime working age, boosting both the labor and housing markets. (Sources:...