Notorious POD, Ep 31: Marnie Blanco, Pacaso

In this episode, I speak with Marnie Blanco, VP of Industry Relations for the co-ownership pioneer Pacaso. We tackle what it takes to introduce a new idea, that of co-ownership of homes, to the real estate industry, especially to the MLS that we both know and love so well while getting frustrated by it. We … Read more

Notorious POD, Ep 30: Musings. Fed Action, Housing and Millennials.

Musings is a solo version of the Notorious POD in which I think out loud about issues in the economy, technology, and real estate industry. In this episode, I react to a wonderful video from Blockworks called “What Will Happen if the Fed Raises Rates with Danielle DiMartino Booth.” I strongly recommend viewers to consider … Read more

A Contrarian Hot Take on 2022 Housing Market

I just saw this article from NAR Research come across my news feeds: Leading Economic and Housing Experts Predict Multiple Fed Interest Rate Hikes, Slowing Inflation and Home Price Growth in 2022. The key takeaway: More than 20 top economic and housing experts predict two quarter-point interest rate hikes by the Fed in 2022. Next … Read more

The Tale of Two Studies

I’m busy working on some blockchain-related research, but saw something come across my feeds that I thought deserved a brief treatment. On Inman, I see this: Where are the hearts and minds of Americans after 2021’s wild real estate ride? It’s a sponsored post talking about a study commissioned by Coldwell Banker looking at consumer … Read more

Why Is Anybody Buying Mortgage Backed Securities?

I’ve got a very busy week, but saw something on YouTube that made me want to explore a topic that I do plan on looking into deeper. So a brief post that is mostly a series of questions, all of which culminate in this one: Why is anybody buying mortgage-backed securities in 2021? Obviously, the … Read more

Musings on Demand: Could Investors Sustain Home Prices?

Just watched a YouTube videos from Nicholas Gerli of Reventure Consulting that has me wondering about the housing market in the years to come. The big question is, could investor demand alone sustain current (and future) home prices? You can watch the full video below, but the fundamental take is that home prices will collapse, … Read more

Ivy Zelman, Demographics, and Housing

I’m on the road, which means airports and hotel rooms. And I’m on an intellectual road trip as well, trying to puzzle out what the future of the industry looks like with Zillow’s recent withdrawal from Afghanistan shutdown of Zillow Homes. So I thought I’d give myself a break and look at something that caught … Read more

Okay Atlantic, Let’s Talk About the Real Culprits

Early yesterday, a friend sent me an article from The Atlantic, the left-leaning magazine for urban intellectuals, and it’s stayed on my mind. While I kind of agreed with the author’s main point, there was something that just stuck in my mental craw. I fear I won’t be able to sleep unless I get to … Read more

The Notorious POD Ep 20: Scott Brady on Integrated Brokerage + Property Management

As the country steadily moves towards #RenterNation, the future of brokerage may be in a combined horizontally integrated company that offers services in property management, leasing, and property sales. I speak to Scott Brady, owner of Progressive Property Management, Progressive Association Management and Partners Real Estate Group, and a pioneer in the combined prop. mgtm … Read more