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Rick Palacios Jr.

@RickPalaciosJr • 43,380 subscribers

Director of Research | John Burns Research & Consulting @JBREC | Previously @MorganStanley & @MilkenInstitute | All things housing

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The qualified buyer pool for housing has shrunk immensely in recent years.
1:32
RickPalaciosJr's profile picture

The qualified buyer pool for housing has shrunk immensely in recent years.

Rick Palacios Jr.

98,824 просмотров • 9 месяцев назад

💯agree w/Neil RenMac: Renaissance Macro Research on limited upside inflationary risk for housing in 2026 due to snail’s pace of headline shelter catching up to current reality, echoed today by Stephen Miran on Bloomberg & CNBC. We’ve been hammering this point w/clients (video shows shelter weighting and its lag to our rent indices).
1:47
RickPalaciosJr's profile picture

💯agree w/Neil RenMac: Renaissance Macro Research on limited upside inflationary risk for housing in 2026 due to snail’s pace of headline shelter catching up to current reality, echoed today by Stephen Miran on Bloomberg & CNBC. We’ve been hammering this point w/clients (video shows shelter weighting and its lag to our rent indices).

Rick Palacios Jr.

32,854 просмотров • 7 месяцев назад

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