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Tag: Cities

July 16th – Dispersion

By Adam DeermountIn Basis PointsPosted July 16, 2021

What I'm Reading Dispersion: Relocation buyers are fundamentally changing the housing landscape across the country.  When higher income individuals and families from the coasts move into more affordable areas, they are able to outbid locals when housing is scarce.  The result is a shift to more expensive housing costs.  Affordability...

Tags: Cities, Housing, Malls, Mortgage, Refinance, Relocation Buyers, WTF
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February 19th – Narrative Violation

By Adam DeermountIn Basis PointsPosted February 19, 2021

What I'm Reading Narrative Violation: For almost a year now, there has been a popular media and financial industry narrative that people are leaving San Francisco in droves and pouring into Austin and Miami.  However, a new report from the postal service based on change of address (COA) requests found...

Tags: Cities, Demographics, Housing, Mortgage, Office, Returns, WTF
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