Vacancies, foreclosures, and a long supply gap

A very specific housing related bet.

How did we go from The Big Short... to a housing shortage in such a short time?

Governments in seemingly disparate places are having to take drastic measures to enable more housing development.  This episode is about how those conditions materialized in the United States, and also whether anything can be done to ameliorate the situation.

Kevin Erdmann is a Senior Affiliated Scholar at the Mercatus Center.

• Kevin’s Substack
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Ben Bear is the CEO of BuildCasa.

• BuildCasa website
• Follow Ben on Twitter

Cody is a homebuilder in Oregon.

Show resources:

• It’s Time to Build - Marc Andreessen
• But not in Atherton - Marc Andreessen
• Institutional SFR landlord on ResiClub podcast

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Email me: riskofruinpod at gmail

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