She’s spoken more aggressively on this in the past weeks. Can anyone rebut her argument?
This article summarizes her main points very well:
Alternate sources (in case bloomberg paywalls you):
short … https://www.youtube.com/watch?v=FX0-7RoKz0Q
long … https://www.youtube.com/watch?v=YLFo57F0zCw
long (more fiery) … https://www.youtube.com/watch?v=6yanQmNru9A
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