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Investment Portfolio

Consumer Confidence & Housing Stability: What Investors Need to Know About 2024 Projections

Consumer Confidence & Housing Stability: What Investors Need to Know About 2024 Projections

This article provides a good summary of the stability most homeowners currently have in their housing situation. The key line is: “With substantial equity and low mortgage rates (mostly fixed rates), few homeowners will face financial difficulties.” This...
Generational Shifts: How Family Ties Are Reshaping U.S. Housing Trends

Generational Shifts: How Family Ties Are Reshaping U.S. Housing Trends

Zonda’s latest Baby Chaser Index shows that generational migration is reshaping U.S. housing trends. Millennials, the largest homebuying cohort, are moving to markets with affordability and job opportunities, while baby boomers, often following their children, are...
Housing Crunch Ahead? The Unintended Consequences of the Fed’s Rate Cut

Housing Crunch Ahead? The Unintended Consequences of the Fed’s Rate Cut

This article highlights what we’ve been discussing internally for the last year – when “locked-in” people finally decide that they’ve waited long enough and want a new/different house, it’s likely going to cause a housing shortage and...
From Farmland to Front Yard: How Agrihoods Are Reshaping Real Estate

From Farmland to Front Yard: How Agrihoods Are Reshaping Real Estate

Fascinating new planned community model. We’ve come a long way from the McMansion cookie-cutter community. I wonder if including this type of thing into a planned community makes it an easier sell to the city/zoning commission to get the necessary approvals? I would...
Mortgage Rates Drop, Strong Sales in Some Markets, Less so in Others

Mortgage Rates Drop, Strong Sales in Some Markets, Less so in Others

According to recent Zonda data, sales were down a bit in July compared to 2023. Not much news here as I think the quote says it all, “All eyes are now on what the next few months hold.” Given how mortgage rates are already falling in anticipation of the Fed cutting...
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Recent Articles

  • Twin Cities Housing Market Update: May 2026
  • The Risk You Can See and the Risk You Are Ignoring
  • Structurally Independent: Private Real Estate correlation to other asset classes (White Paper)
  • Twin Cities Housing Market Update: April 2026
  • Twin Cities Housing Market Update: March 2026

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