January 18th – Bare Shelves

What I’m Reading

Bare Shelves: US home sales fell the most in 18 months in December.  A lack of supply, not demand is driving the move.  As would be expected in this environment, prices are still increasing rapidly.  Bloomberg

Coming Around: As the pandemic wears on, corporate America is increasingly embracing the inevitability of remote or hybrid work options.  Washington Post

Stretched Thin: Ski resort demand is booming, yet worker shortages have meant less open terrain and longer lift lines.  The Wall Street Journal

Tailwind: Pandemic migration has been a big benefit to the self storage market.  Globe Street

Power Plant: Renewable energy is creating a growing new real estate asset class: battery storage.  Bisnow

Chart of the Day

Construction supply chain issues are getting worse.

Image

Source: JBREC

WTF

Sign of the Times: Walmart is getting into the whole Metaverse thing and creating its own cryptocurrency and NFTs.  Barron’s

Rekt: An Eagles fan got beat up by a Michael Jackson impersonator after picking a fight in a train station.  Fortunately, its all on video.  This went down after the Eagles were smoked by the Bucs and eliminated from the playoffs.  As a long-suffering Giants fan, this warms my cold heart.  Barstool 

Basis Points – A candid look at the economy, real estate, and other things sometimes related. 

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