4min chapter

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Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

Forward Guidance

CHAPTER

The Importance of Inventory in the Housing Market

The builders biggest competition is the existing home sales market. I never believed the home builders under built in the last cycle. They only build off their own demand curves because they have to sell their homes for a profit. Once the 10 year yield broke above 1.94 percent if people saw how much home prices the builders paid or forced on the consumer it's not a good trade-off.

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