Logic aside, she really seems like she know’s what shes talking about when she’s speaking. She’s one of the few people with a genuine opinion backed by independent research. She is aware of the NAR’s report claiming we have 6.8M home deficit, says it is based on misunderstanding of demographics & mistakes investor demand for primary homebuyer demand. Basically – if you build all those houses, there isnt going to be enough people to rent them, so investors will sell and put their cash in a different market (not real estate) and prices will correct.
**This is also posted in r/REBubble but would like to hear counter arguments outside that silo