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Job Growth Is Not Scarcity
For five years the markets adding the most jobs have posted the weakest rent growth. Demand is real and still arriving. Only scarcity sets the rent.
Oct 9
•
Sam Lawhead
18
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The Apartment Trade Is Over. Back to Apartment Investing.
The 2010s were a lightning strike. What comes next is what was always there.
May 13
•
Sam Lawhead
82
6
8
What Would It Take To Crash Home Prices?
The crash everyone keeps predicting requires conditions we don't have
Feb 14
•
Sam Lawhead
14
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1
Solvent, Stuck and Squeezed
The three forces holding the American housing market together — and the fracture lines underneath
Feb 10
•
Sam Lawhead
7
Fortress-Level Balance Sheet
Are Fannie and Freddie a fortress...or a house of cards?
Jan 22
•
Sam Lawhead
6
Subsidizing the Bid
How Fannie and Freddie Inflate Housing Prices
Jan 11
•
Sam Lawhead
5
Living It Up At Hotel Conservatorship
“On a dark desert highway, cool wind in my hair...” – The Eagles
Dec 17, 2025
•
Sam Lawhead
2
Decoding the State of Housing: Part I - The Quiet Correction
The For-Sale Market's Quiet Correction
Dec 13, 2025
•
Sam Lawhead
6
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Housing + Markets
Where housing meets macro. I track how capital markets, policy and demographics interact with housing. From the Fed’s balance sheet to your rent roll.
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