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Erdmann Housing Tracker

Kevin Erdmann · 9 Sept 2026

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Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

  1. We find that investors have played a calming role across the board, softening the price volatility that has resulted from the whipsawing demand from homeowners.
  2. If annual new single-family home completions rise from 1 million to 1.5 million over the next 5 or 10 years, it will likely be related to an extra half million renter households each year.
  3. In terms of home prices, prices always and everywhere tend to moderate when investor (renter) market share rises and inflate when investor (renter) market share declines.

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