Lead-Lag Live

Exploring the Interplay of Rental Properties and the Housing Market with Analyst Amy Nixon


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Are you ready to demystify the buzz around aggressive renterism? Join us on this intellectual journey with our guest, Amy Nixon, a Dallas-based macro and housing analyst. We cut through the hype, fueled by social media influencers and low-interest rates, and examine the rise of passive income investments like Airbnb. We'll also shed light on the risks and suggest you seek expert financial advice before venturing into these investments.

Fasten your seatbelts as we deep-dive into the intricate world of rental properties and their significant impact on the housing market. Together, we unearth the inflationary nature of administrative policies and the resulting delay in expected effects. We don't shy away from the big topics either: a potential credit event, recession implications, and the emergence of a feedback loop as mortgage rates reach historic heights. 

Lastly, we sketch out the role of homebuilders in the real estate game. When faced with potential challenges such as the private loan market and the Fed's rate buy downs, how do they strategize? Our discussion uncovers harsh market corrections, the possibility of a repeat negative drop and the snowball effect of price-cutting by builders. Join us for an enlightening exploration of the forces that shape our housing market.

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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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