Erdmann Housing Tracker
@kevinerdmann.skystack.xyz
How housing costs got here and where they're going.
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This is an automated Substack Account of https://kevinerdmann.substack.com
Discover more/Create at: @skystack.xyz
Homebuilder Earnings
Homebuilder Earnings
kevinerdmann.substack.com
February 3, 2026 at 4:51 PM
Homebuilder Earnings
Follow Up to Random Thoughts
Follow Up to Random Thoughts
kevinerdmann.substack.com
February 2, 2026 at 4:51 PM
Follow Up to Random Thoughts
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
kevinerdmann.substack.com
January 29, 2026 at 4:51 PM
Random Thoughts on Mortgages, Household Finances, and Supply Conditions
No. Fed stimulus doesn't hurt first-time homebuyers
No. Fed stimulus doesn't hurt first-time homebuyers
kevinerdmann.substack.com
January 27, 2026 at 7:51 PM
No. Fed stimulus doesn't hurt first-time homebuyers
Hovnanian 2025 Details
Hovnanian 2025 Details
kevinerdmann.substack.com
January 26, 2026 at 10:51 PM
Hovnanian 2025 Details
An article at the Hill
An article at the Hill
kevinerdmann.substack.com
January 22, 2026 at 7:50 PM
An article at the Hill
Podcast with UCLA Housing Voice
Podcast with UCLA Housing Voice
kevinerdmann.substack.com
January 22, 2026 at 4:50 PM
Podcast with UCLA Housing Voice
What will 2026 bring?
What will 2026 bring?
kevinerdmann.substack.com
January 21, 2026 at 7:49 PM
What will 2026 bring?
December 2025 Erdmann Housing Tracker Update
December 2025 Erdmann Housing Tracker Update
kevinerdmann.substack.com
January 16, 2026 at 10:51 PM
December 2025 Erdmann Housing Tracker Update
October 2025 Residential Construction
October 2025 Residential Construction
kevinerdmann.substack.com
January 13, 2026 at 1:52 AM
October 2025 Residential Construction
Anti-corporate housing
Anti-corporate housing
kevinerdmann.substack.com
January 9, 2026 at 4:53 PM
Anti-corporate housing
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
kevinerdmann.substack.com
January 8, 2026 at 4:51 PM
“We Are Not as Wealthy as We Thought We Were”: Postscript 3
“We Are Not as Wealthy as We Thought We Were”: Postscript 2 • Bringing it all together
“We Are Not as Wealthy as We Thought We Were”: Postscript 2
Bringing it all together
kevinerdmann.substack.com
January 7, 2026 at 4:52 PM
“We Are Not as Wealthy as We Thought We Were”: Postscript 2 • Bringing it all together
Have rents stopped rising?
Have rents stopped rising?
kevinerdmann.substack.com
January 6, 2026 at 4:54 PM
Have rents stopped rising?
“We Are Not as Wealthy as We Thought We Were”: Postscript 1 • The simple core point
“We Are Not as Wealthy as We Thought We Were”: Postscript 1
The simple core point
kevinerdmann.substack.com
January 5, 2026 at 4:54 PM
“We Are Not as Wealthy as We Thought We Were”: Postscript 1 • The simple core point
“We Are Not as Wealthy as We Thought We Were”: Part 6 • Mistakes were made
“We Are Not as Wealthy as We Thought We Were”: Part 6
Mistakes were made
kevinerdmann.substack.com
January 2, 2026 at 4:53 PM
“We Are Not as Wealthy as We Thought We Were”: Part 6 • Mistakes were made
C-Span Washington Journal
C-Span Washington Journal
kevinerdmann.substack.com
December 31, 2025 at 4:47 PM
C-Span Washington Journal
“We Are Not as Wealthy as We Thought We Were”: Part 5 • Average prices understate the regressive effects of the housing shortage
“We Are Not as Wealthy as We Thought We Were”: Part 5
Average prices understate the regressive effects of the housing shortage
kevinerdmann.substack.com
December 30, 2025 at 1:47 PM
“We Are Not as Wealthy as We Thought We Were”: Part 5 • Average prices understate the regressive effects of the housing shortage
“We Are Not as Wealthy as We Thought We Were”: Part 4 • Increased real estate wealth is a regressive income transfer
“We Are Not as Wealthy as We Thought We Were”: Part 4
Increased real estate wealth is a regressive income transfer
kevinerdmann.substack.com
December 29, 2025 at 4:47 PM
“We Are Not as Wealthy as We Thought We Were”: Part 4 • Increased real estate wealth is a regressive income transfer
“We Are Not as Wealthy as We Thought We Were”: Part 3 • Filtering
“We Are Not as Wealthy as We Thought We Were”: Part 3
Filtering
kevinerdmann.substack.com
December 26, 2025 at 4:53 PM
“We Are Not as Wealthy as We Thought We Were”: Part 3 • Filtering
“We Are Not as Wealthy as We Thought We Were”: Part 2
“We Are Not as Wealthy as We Thought We Were”: Part 2
kevinerdmann.substack.com
December 22, 2025 at 7:51 PM
“We Are Not as Wealthy as We Thought We Were”: Part 2
“We Are Not as Wealthy as We Thought We Were”: Part 1
“We Are Not as Wealthy as We Thought We Were”: Part 1
kevinerdmann.substack.com
December 19, 2025 at 7:49 PM
“We Are Not as Wealthy as We Thought We Were”: Part 1
November 2025 Erdmann Housing Tracker
November 2025 Erdmann Housing Tracker
kevinerdmann.substack.com
December 19, 2025 at 1:50 AM
November 2025 Erdmann Housing Tracker
“We Are Not as Wealthy as We Thought We Were”
“We Are Not as Wealthy as We Thought We Were”
kevinerdmann.substack.com
December 17, 2025 at 4:50 PM
“We Are Not as Wealthy as We Thought We Were”
Quick note on housing and family formation
Quick note on housing and family formation
kevinerdmann.substack.com
December 16, 2025 at 10:50 PM
Quick note on housing and family formation