Lead-Lag Live

Decoding the Resilience of the Housing Market Amidst the Pandemic with Lance Lambert


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Are you prepared to navigate the turbulent waters of the current housing market? We think you might not be, but don't fret! Join us in this riveting discussion with Lance Lambert, Real Estate Editor at Fortune Magazine, who dissects the unexpected resilience of the housing market amidst the pandemic and high unemployment. 

With his keen insight, Lance helps us unpack some critical trends, from the shocking deterioration of housing affordability equivalent to the 2006 peak, to the strategies and adaptability of home builders like DR Horton amidst material cost increases. We also delve into the precarious situation that some renters find themselves in, stretching beyond their financial limits in the face of the current affordability crisis. Lance also shares views from renowned economists like Robert Shiller, who raise an eyebrow at market exuberance and predict a sideways market in the coming months.

But that's just the tip of the iceberg. We also take a hard look at the reluctance of institutional buyers to invest in homes due to unfavorable math and cap rates, and evaluate the potential impact of changing state tax policies. Join us as we traverse through the complexities of the current market by comparing it with past trends, and explore the intricate links between consumer sentiment, the stock market, and home values. Tune in and equip yourself with knowledge about the risks of fiscal measures and the vital role of income growth and rate reductions in restoring market affordability, all encapsulated in this thought-provoking episode.

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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