Lance Lambert of ResiClub joins Byron Lazine, Tom Toole, and Lisa Chinatti to discuss the โsilver tsunamiโ and Meredith Whitneyโs projections, Fed comments on the adjusted inflation number, institutional homebuyers, and the impact of multifamily on single-family home prices.
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Resources:
ResiClub: https://www.resiclubanalytics.com/
https://www.resiclubanalytics.com/p/meet-one-nations-epicenters-institutional-homeownership-tampa
https://www.resiclubanalytics.com/p/strained-housing-affordability-translated-big-listing-deficit-2023
https://nowbam.com/ivy-zelman-and-meredith-whitney-discuss-the-impact-of-a-silver-tsunami-in-2024/
Timestamps:
00:00โ02:50 Intro
02:50 Lance Lambert and teh start of ResiClub
06:58 Lock-in effect
12:45 The โSilver Tsunamiโ and Meredith Whitneyโs projections
20:48 Home prices
24:51 What would need to happen between the 10-yr & the 30-yr to get to a normal spread?
29:32 The Fed adjusted the inflation numberโhow do you interpret those comments?
32:49 What would you do with ownerโs equivalent rent?
39:17 How many homes are actually owned by institutional homebuyers?
43:13 One of the epicenters of Institutional homebuying
46:57 Could the supply of multifamily bring prices down or keep prices up?
52:49 One of the biggest stories in real estate is the commission lawsuitsโฆ what are your views on this topic?
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Connect with Byron Lazine: https://www.instagram.com/byronlazine
Connect with Tom Toole: https://www.instagram.com/tomtoole3rd/
Connect with Lisa Chinatti: https://www.instagram.com/lisachinatti/
Connect with Lance Lambert: https://twitter.com/NewsLambert
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