3 Reasons Why The U.S. Housing Market Might Be About To Crumble

Sep. 18, 2022 9:00 AM ETAMH, AMH.PG, AMH.PH, AVB, BSRTF, BX, CPT, HOM.DB.U:CA, HOM.U:CA, INVH, XHB83 Comments


  • Homes are historically unaffordable.
  • New inventory is surging, sales volumes are plummeting, and interest rates are also rising.
  • Why homeownership's loss is multifamily's gain. We highlight 3 apartment REITs to buy today.
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Real Estate Market Falls


Co-produced by Austin Rogers.

In the last year or so, the fundamentals for nearly any kind of housing in the United States have scarcely ever looked better

  • Home prices have soared 30-40% or more
  • Rent rates have climbed
housing vacancy

Yardeni Research

30 Year Mortgage Rate data


US home affordability


US Housing Starts


glut of newly built homes has quickly surged to its highest level since March 2009.

Federal Reserve

US Existing Home Sales


US Existing Home Sales


multifamily outperformance


Armada Hoffler apartment complex

Armada Hoffler

Household formation: owners vs. renters

Yardeni Research

AvalonBay Communities apartment complex

AvalonBay Communities

BSR REIT apartment complex


Camden Property Trust apartment complex

Camden Property Trust

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