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20min chapter
The Most Insightful Hour in CRE Part 18
The Walker Webcast
Understanding the Shift from CPI to PCE and Housing Market Dynamics
The chapter explores the potential transition from using CPI to PCE for inflation calculations, focusing on the impact of shelter costs. It delves into the analysis of rental prices and underscores the distinction between consumer prices and asset prices like homes. The conversation also addresses the undersupply of homes in the housing market, touching on factors like historical data, regulatory processes, and the state of Fannie Mae and Freddie Mac.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode