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Kevin Erdmann

What Kevin Erdmann thinks about investing

@kevin-erdmann · 18 positions · On ppll ↗

American housing economist; writes the Erdmann Housing Tracker newsletter on US housing supply, rents and prices. Author of Shut Out (2019) and Building from the Ground Up (2023), which argue a housing shortage caused the 2008 crisis; former visiting fellow at the Mercatus Center.

Kevin Erdmann did not write this page.

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2 dated positions, 2026, in their own words. Our reading of what Kevin Erdmann has said — not written or endorsed by them.

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  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.

    ↗Erdmann Housing Trackerkevinerdmann.substack.com 1st of 3 in this piece

  2. 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.

    ↗Erdmann Housing Trackerkevinerdmann.substack.com 3rd of 3 in this piece