Matt Forster, Author at Carpathian Capital Management

The Housing Market in Numbers. Here’s What We’re Watching for the Next Big Move

The other day, I was in a meeting where the conversation was drifting into marketing strategy. While the team was talking, my mind was elsewhere. I was wrestling with a single, persistent question that I knew mattered more than any slide deck flourish: the...

Land is the Tell: What Builder Moves Say About the Market’s Future

Here is an interesting article from Builder Online on the outlook for 2025 in the home building space. The first sentence of the 3rd paragraph really captures the point of this article – “the outlook for builders varies”. They provide various examples of builder...

Record Low Home Sales Despite 70M More People in the US

The article highlights that 2024 was the lowest home sales since 1995 – 4.06 million homes. This, of course, is made even more amazing (or depressing, depending on your perspective), when they note that the US population has increased by over 70 million. Given the...

Housing Inventory Trends: How Our Key Markets Are Positioned

This article examines the current (December 2024) number of houses listed for a sale in each state, compared to its pre-pandemic level (December 2019). For states where CCM has projects, MN and Ohio are both on the low side (33% below Dec 2019), Georgia is about...

Builders Bet on a Strong 2025 with Mortgage Relief and Pent-Up Demand

This article summarizes the key discussions at a major developer/builder conference. The specific insight that caught our eye was this: “Although buyers feel it’s a bad time to buy a house – with election worries and affordability concerns –...