Coin Stories with Natalie Brunell Amy Nixon: Real Estate + Rental Market Outlook and Why Investors Are Turning to Bitcoin
Jul 2, 2024
Amy Nixon, a Dallas-based housing analyst, discusses the real estate market, recession fears, renting vs. owning, and the growing interest in Bitcoin as an investment. She explores the challenges of housing affordability for younger generations and compares the potential benefits of Bitcoin to traditional real estate investments, emphasizing economic empowerment and caution against risky leveraging.
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From Stay-At-Home Mom To Housing Analyst
- Amy Nixon moved to Dallas, researched the booming housing market, and began posting analysis on Twitter in 2020.
- Her coverage grew in 2022 and led to a career as a housing and macroeconomic analyst on TV.
Shelter Is The New Persistent Inflation
- Shelter inflation has been the persistent driver of CPI since 2020 and behaves like the 1970s oil shock.
- Housing is a supply-demand problem amplified by demographic shifts and non-residential uses like Airbnb.
Raw Unit Counts Misrepresent Usable Supply
- Aggregate housing units per capita mislead because household formation and multiple-home ownership change usable supply.
- Two million homes converted to short-term rentals and demographic trends increase demand for more units.