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Landmark Links December 20th – Shrinkage

Must Read: Newly-built apartments are substantially smaller now than they were 10 years ago thanks largely to more building in urban cores.  In addition, studio and 1-bed units have gained popularity while larger bedroom count units have lagged. Economy Concentration Risk: One third of America’s economy is concentrated in just 31 counties. Ripple Effect: The […]

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Landmark Links December 17th – Confidence Game

Must Read: Homebuilder confidence has jumped to its highest level in 20 years as builders see the rebound that began last spring continuing. Economy Passed Up: US business debt now exceeds that of households for the first time since 1991.  See Also: China’s companies binged on debt.  Now they can’t pay the bill. Barrier to […]

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Landmark Links December 13th – Middle Man

Must Read: In the age of Airbnb, a new group of startups is leasing blocks of furnished apartments on the same floor or even entire buildings under long-term deals. Then they turn around and rent them out to travelers for stays of a few weeks or as short as one night, allowing landlords to turn […]

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Landmark Links December 10th – Black Gold

Must Read: Urban parking lost were once considered an asphalt wasteland in the middle of cities.  However, as more downtowns transform, they are increasingly viewed as golden opportunities – some of the only undeveloped parcels left in prime markets.  As you can imagine, owners are cashing in. Economy Passed Up: US Wage growth has eclipsed […]

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Landmark Links December 6th – Runnin’ on Empty

Must Read: 2020 could see a drop in home sales, spurred by what will likely become the worst housing shortage in US history.  See Also: The outlook for investment in single-family rentals remains strong. Economy Eggs in One Basket: The robust health of the American consumer is almost single-handedly keeping the global economic expansion going.  […]

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Landmark Links December 3rd – Salt in the Wound

Must Read: High-tax state housing markets have not been hit as hard by capped SALT deductions as initially anticipated – mainly because the AMT didn’t allow affluent residents to use those deductions anyway.  However, there has still been an impact and Florida markets are still booming with wealthy new residents. Economy Holding Up: Eighteen states […]

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