In this special guest episode of The TreppWire Podcast, we are joined by Ulysses Awsumb, Head of Research, and Melody Wright, Contributing Writer at MacroEdge, as well as Rachel Szymanski, Trepp’s Chief Economist, to discuss the current state of the real estate market and challenge common narratives. Drawing from their extensive research and on-the-ground observations, they share insights on housing inventory, affordability challenges, and demographic shifts affecting both residential and commercial sectors. We explore the disconnect between housing supply narratives and market realities, the impact of recent policy changes, and the complexities of new home construction. We also dive into the emerging trends in multifamily development and the future of housing affordability. Tune in now.

Episode notes:

- Introduction to MacroEdge and Guest Backgrounds (0:21)

- Current Housing Market Headlines and Executive Orders (5:43)

- Housing Shortage Narrative (8:29)

- Market Demographics and Population Shifts (21:28)

- Affordability Challenges and Market Misallocation (24:57)

- Key Factors Preventing Home Ownership (33:45)

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