June 21st – Help Wanted
What I’m Reading Help Wanted: Construction projects across the U.S. are running short on labor just as $1 trillion in federal infrastructure money starts to
June 20th – Domino Effect
What I’m Reading Domino Effect: Higher mortgage rates and a slowing housing market will help slow inflation today. However, it will also lead to less
June 16th – The Hangover
What I’m Reading The Hangover: California has a near-$100 billion budget surplus thanks to booming asset prices leading to a capital gains windfall. As usual,
June 15th – Tapping the Brakes
What I’m Reading Tapping the Brakes: From construction cost increases, to higher interest rates and rate cap costs and slowing sales, inflation is taking a
June 14th – Taking the Plunge
What I’m Reading Jumping In: Big landlords are increasingly getting into the homebuilding business as demand for single-family rentals continues to surge. CNBC This is
June 13th – Shedding SZN
What I’m Reading Shedding SZN: The popular narrative in the warehouse space is that Amazon has a glut of warehouse space and is looking to