Jonathan Miller
@jonathanjmiller.bsky.social
#Housing analyst #realestate #appraiser blogger @Columbia prof, non-economist, Miller Samuel CEO, family man, maker of snow and lobster fisherman (order varies)
Reposted by Jonathan Miller
as usual @jonathanjmiller.bsky.social is correct about the likely impact of the FARE Act on the rental market - that tenants will pay more in rent to cover the cost of brokers housingnotes.com/fare-act-pro...
FARE ACT: A Tenant Is More Likely To Be Bitten By A New Yorker Than A Shark - Housing Notes
Subscribe to ‘Housing Notes’ to receive Jonathan Miller’s weekly insights and research.
housingnotes.com
June 15, 2025 at 6:23 PM
as usual @jonathanjmiller.bsky.social is correct about the likely impact of the FARE Act on the rental market - that tenants will pay more in rent to cover the cost of brokers housingnotes.com/fare-act-pro...
The latest #FHFA mortgage policy dirties the data - The latest issue of #HousingNotes just dropped: Droning On About Data Cancer In Your Comps https://buff.ly/3VCiucn
- Appraisal Waivers Are No Free Lunch
- Data Cancer Is A Serious Problem
- Fannie Mae Is Going Rogue
- Appraisal Waivers Are No Free Lunch
- Data Cancer Is A Serious Problem
- Fannie Mae Is Going Rogue
December 16, 2024 at 9:52 PM
The latest #FHFA mortgage policy dirties the data - The latest issue of #HousingNotes just dropped: Droning On About Data Cancer In Your Comps https://buff.ly/3VCiucn
- Appraisal Waivers Are No Free Lunch
- Data Cancer Is A Serious Problem
- Fannie Mae Is Going Rogue
- Appraisal Waivers Are No Free Lunch
- Data Cancer Is A Serious Problem
- Fannie Mae Is Going Rogue
Thx Joe, I like it here!
Looks like @jonathanjmiller.bsky.social has hit Bluesky. Here's his latest Housing Notes, required reading for anyone who cares about housing in the US
housingnotes.com/taking-inven...
housingnotes.com/taking-inven...
Taking Inventory Of 2025: Despite High Mortgage Rates, Housing Prices (And Sales) Expected To Rise - Housing Notes
Subscribe to ‘Housing Notes’ to receive Jonathan Miller’s weekly insights and research.
housingnotes.com
December 7, 2024 at 4:08 AM
Thx Joe, I like it here!
From The Latest Issue Of Housing Notes: The Cult Of WeWork And The FOMO Of Flow https://buff.ly/3ZDBnOR #FOMO
- Adam Neuman Is Personally Worth 110 Times The Value Of WeWork
- His 2022 Miami Startup Flow Is Backed By a16z, A Leading VC
- His Investors Seem Driven By FOMO, Not The Potential Upside
- Adam Neuman Is Personally Worth 110 Times The Value Of WeWork
- His 2022 Miami Startup Flow Is Backed By a16z, A Leading VC
- His Investors Seem Driven By FOMO, Not The Potential Upside
December 3, 2024 at 10:14 PM
From The Latest Issue Of Housing Notes: The Cult Of WeWork And The FOMO Of Flow https://buff.ly/3ZDBnOR #FOMO
- Adam Neuman Is Personally Worth 110 Times The Value Of WeWork
- His 2022 Miami Startup Flow Is Backed By a16z, A Leading VC
- His Investors Seem Driven By FOMO, Not The Potential Upside
- Adam Neuman Is Personally Worth 110 Times The Value Of WeWork
- His 2022 Miami Startup Flow Is Backed By a16z, A Leading VC
- His Investors Seem Driven By FOMO, Not The Potential Upside
Reposted by Jonathan Miller
Home insurance in areas hit by repetitive disasters is going to be the number one housing affordability issue over the next 4 years. And possibly going into the midterms.
More so than interest rates. Florida in particular is going to have huge problems.
More so than interest rates. Florida in particular is going to have huge problems.
Here in Florida we have a housing crisis of our own - developers are building affordable homes all around, but many are sitting empty because people can't afford the necessary home insurance.
December 1, 2024 at 10:18 PM
Home insurance in areas hit by repetitive disasters is going to be the number one housing affordability issue over the next 4 years. And possibly going into the midterms.
More so than interest rates. Florida in particular is going to have huge problems.
More so than interest rates. Florida in particular is going to have huge problems.
Starting to think about the next batch of books to read.
November 27, 2024 at 3:04 AM
Starting to think about the next batch of books to read.
Reposted by Jonathan Miller
Coming March 18:
"How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."
ritholtz.com/2024/11/comi...
"How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."
ritholtz.com/2024/11/comi...
November 22, 2024 at 4:04 PM
Coming March 18:
"How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."
ritholtz.com/2024/11/comi...
"How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them."
ritholtz.com/2024/11/comi...
Torsten is such an excellent source for housing insights.
10 facts about the US housing market
via Torsten Slok of Apollo
@jonathanjmiller.bsky.social
www.apolloacademy.com/wp-content/u...
via Torsten Slok of Apollo
@jonathanjmiller.bsky.social
www.apolloacademy.com/wp-content/u...
November 26, 2024 at 4:57 PM
Torsten is such an excellent source for housing insights.
The 30-year was 7.29% a year ago and 6.08% but poised to fall just two months ago. Lots of volatility #bringbackboring
November 25, 2024 at 10:06 PM
The 30-year was 7.29% a year ago and 6.08% but poised to fall just two months ago. Lots of volatility #bringbackboring
Housing Notes just dropped: https://buff.ly/3ZosiJF
-Remembering The Alice Of Alice’s Restaurant Fame
-Premium Grocery Brands Like Whole Foods, Drive Apartment Rents Higher
-The “Third Place” In A Neighborhood Such As Starbucks Fosters Entrepreneurialism
-Remembering The Alice Of Alice’s Restaurant Fame
-Premium Grocery Brands Like Whole Foods, Drive Apartment Rents Higher
-The “Third Place” In A Neighborhood Such As Starbucks Fosters Entrepreneurialism
November 25, 2024 at 9:56 PM
Housing Notes just dropped: https://buff.ly/3ZosiJF
-Remembering The Alice Of Alice’s Restaurant Fame
-Premium Grocery Brands Like Whole Foods, Drive Apartment Rents Higher
-The “Third Place” In A Neighborhood Such As Starbucks Fosters Entrepreneurialism
-Remembering The Alice Of Alice’s Restaurant Fame
-Premium Grocery Brands Like Whole Foods, Drive Apartment Rents Higher
-The “Third Place” In A Neighborhood Such As Starbucks Fosters Entrepreneurialism