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110: Bullish Homebuilders, Affordable Housing, and Why Home Prices WON'T Move w/John Burns

On The Market

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The Effects of COVID on the Housing Market

Household formation and migration are the top three points of our research. We were concerned with all this construction coming, particularly in apartments that it was going to empty up into a market and be hard to lease up. But we ended up forming 300,000 more households across the country than we thought. And then we just released some migration data where we've now got how often people are moving domestically.

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