Top of Mind

Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.Hosted by Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Top of Mind podcast, Mike Simonsen sits down with Ed Pinto, senior fellow and co-director of the AEI Housing Center at the American Enterprise Institute (AEI), for a fascinating look at how housing policy shapes the market and the world we live in. Tapping into his decades of experience in the housing and mortgage markets, Ed shares lessons from the 2008 bubble we can apply to today, uses data to examine the relative merits of different housing policies over the years, and gives his take on how to tackle affordability and homelessness. He also talks about why he’s optimistic about the housing market in the years to come.About Ed PintoEdward J. Pinto is a senior fellow and co-director of the AEI Housing Center at the American Enterprise Institute (AEI). A focus of his work continues to be the role of federal housing policy in the 2008 mortgage and financial crisis and how federal housing policy continues to create unwelcome distortions in the housing markets. More recently his research has focused on using light touch density to increase the supply of naturally affordable and inclusionary housing.Before joining AEI, Mr. Pinto was an executive vice president and chief credit officer for Fannie Mae until the late 1980s. Today, he is frequently interviewed on radio and television and often testifies before Congress. His writings have been published in trade publications and the popular press, including in the American Banker, The Hill, RealClearPolitics, and The Wall Street Journal. In addition, as the director of the AEI Housing Center, he oversees the monthly publication of the AEI Housing Market Indicators, which has replaced AEI’s monthly Housing Risk Watch and AEI’s FHA Watch. Mr. Pinto has a JD from Indiana University Maurer School of Law and a BA from the University of Illinois at Urbana-Champaign.Here’s a glimpse of what you’ll learn:  What data is best to use for understanding housing in the U.S. The biggest lessons of the 2008 bubble and what they tell us about today The real impacts of over a decade of low-interest rates Whether there’s a correction in home prices on the horizon How Federal government policy from 100 years ago seeded the affordability crisis of today Why affordability is so difficult for the government to solve When the government should stimulate housing demand, and when they shouldn’t What today’s mortgage environment tells us about the risks of mortgage defaults Why the McMansion boom is the result of poor city planning What cities should know about fixing homelessness What he’s optimistic about in American housing in the next decade Resources mentioned in this episode: Connect with Ed on LinkedIn American Enterprise Institute Mike Simonsen on LinkedIn Altos Research Featuring Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.Follow us on Twitter for more data analysis and insights: Altos on Twitter Mike on Twitter About Altos ResearchThe Top of Mind Podcast is produced by Altos Research.Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Exploring the surprising rise in housing inventory despite increasing mortgage rates. Regional variations in home inventory post-pandemic. Analysis of current housing market trends, seller behavior, and price appreciation predictions for 2024.

Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.Hosted by Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg's Conor Sen discusses key economic trends like interest rates and strength in the economy. He explores demographic shifts impacting housing, recession risks, and the impact of elections. The conversation covers millennial demographics, supply chain improvements, and the potential 'Vibespansion'. Conor also looks at the impact of higher migration on housing and why home builders can now 'play offense'.

Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.Hosted by Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.Hosted by Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Top of Mind podcast, Mike Simonsen sits down with Jamie Lane, Chief Economist at AirDNA, for a deep dive into the fascinating dynamics of the short-term rental (STR) market. Jamie shares how real-time STR data can help us forecast economic and housing market conditions, talks about how short-term rentals impact the hotel and travel industries, and gives us insights into how to understand the so-called “Airbnb Bust.” He also discusses which markets no longer work well for STRs, and the challenges and opportunities of STRs as an investor asset class.About Jamie LaneJamie Lane is the Chief Economist and SVP of Research at AirDNA, the go-to source for short-term rental data and insights. With 10+ years of experience as an economist in the hospitality industry, Jamie’s research leadership has helped the whole STR industry understand the drivers of success.Jamie is a leading voice of authority on the health and outlook for the STR industry: on top of co-hosting AirDNA’s own podcast, the STR Data Lab, he is a regular contributor to international media outlets such as Wall Street Journal, New York Times and Bloomberg, providing exclusive analysis and forecasts of the industry to global audiences. His contributions to the STR space and dedication to promoting data-driven decision-making to the forefront of the industry were recognized in 2023 with the Innovator/Disruptor award at the highly regarded Shortyz Awards.At the forefront of AirDNA’s research, Jamie continuously provides accurate data insights to guide hosts through each decision point in their journey. Before joining AirDNA, Jamie spent 10 years at CBRE, leading research, forecasting, and data intelligence teams to support client analysis.Jamie holds a Bachelor of Science in Economics from the University of Georgia and a Master of Science in Business Economics from Georgia State University.Here’s a glimpse of what you’ll learn:  What the real-time STR data tells us about the economy for 2024 Which AirDNA stats are leading indicators for the future of the housing market How to understand the so-called “Airbnb Bust” How STRs impact traditional hotels’ occupancy rates and prices What hotel data tells us about the future of STRs How STRs grow the travel industry Which signals for 2024 are bullish for STRs, and which are bearish Risks to the STR industry Which markets no longer work well for STRs The challenges and opportunities of STR as an investor asset class Good policy and bad policy for STRs and ADUs Resources mentioned in this episode: Connect with Jamie on LinkedIn AirDNA Mike Simonsen on LinkedIn Altos Research Featuring Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.Follow us on Twitter for more data analysis and insights: Altos on Twitter Mike on Twitter About Altos ResearchThe Top of Mind Podcast is produced by Altos Research.Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.Hosted by Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to How’s the Market, our weekly look at what’s happening in the US housing market, powered by data from Altos Research.If you want to see all the inventory, pricing, and supply and demand charts we reference in the show, head on over to our YouTube channel at https://youtube.com/altosresearch.Hosted by Mike Simonsen, President of Altos ResearchA true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. Altos provides national and local real estate data to financial institutions, real estate professionals, and investors across the country, and the company is now part of HW Media, publisher of HousingWire and RealTrends. Mike uses Altos data to identify trends in the real estate market well before the headlines, and his work has been featured in the New York Times, The Atlantic, Fortune, Forbes and other publications. Learn more about your ad choices. Visit megaphone.fm/adchoices