Housing supply increases at very different speeds across U.S. cities

https://spaces.statista.com/428194ce12374c0ebc664852421183c3.pdf

Infrastructure Themes 2025

https://cdn.mysfers.org/uploads/2025/09/091025-09-SFERS-Real-Assets-Update.pdf

New home price now lower than existing home price

https://www.apolloacademy.com/wp-content/uploads/2025/11/112225-Chart_v4.pdf

Median age of all US homebuyers: 59 years old

https://www.apolloacademy.com/wp-content/uploads/2025/11/111325-Chart.pdf

About 25% of the US population has a subprime credit score

https://www.apolloacademy.com/wp-content/uploads/2025/10/110325_Chart_V3.pdf

Ongoing decline in the share of US tech jobs that are located in California

https://www.apolloacademy.com/wp-content/uploads/2025/10/110225_Chart_V2.pdf

More data centers in the US than in all other major countries combined

https://www.apolloacademy.com/wp-content/uploads/2025/10/10262025-Chart_v2.pdf

A rising share of mortgages outstanding have an interest rate above 6%

https://www.apolloacademy.com/wp-content/uploads/2025/10/102425-Chart_v2.pdf

Basically no growth in corporate capex outside of AI

https://www.apolloacademy.com/wp-content/uploads/2025/10/102225-Charts.pdf

Existing Home Sales Impacted by High Interest Rates and Market Volatility in 1H 2025

https://cdn.hl.com/pdf/2025/1h-2025-proptech-market-update-september-2025-hl.pdf

US Mortgage Performance Report

https://www.mba.org/docs/default-source/research-and-forecasts/members-only-research/us-mortgage-performance-report3738855b-ec83-454c-b3ec-b7ef4d41d87d.pdf?sfvrsn=29a6d3b9_1

Shared Laboratories

https://cdn.prod.website-files.com/6706dd9fef21e5434108e70f/68ac5c2b8d0f5a3fe27f8bc1_Guide%20for%20Real%20Estate%20Brokers.pdf

US Mortgage Performance Report Q2 2025

https://www.mba.org/docs/default-source/research-and-forecasts/members-only-research/us-mortgage-performance-report3738855b-ec83-454c-b3ec-b7ef4d41d87d.pdf?sfvrsn=29a6d3b9_1

AI and Digital Tools are Transforming Real Estate Market Dynamics

https://www.aranca.com/assets/docs/Special_Report_AI-Driven_Excellence_in_Real_Estate.pdf

Japan: Shrinking population pushing up the share of vacant homes in Japan

https://www.apolloacademy.com/wp-content/uploads/2025/07/071425_Chart.pdf

The Carpenter Index in 2024: They Can Build It, but Can They Afford It?

https://www.aei.org/wp-content/uploads/2025/07/HMI-Briefing-Presentation-7.1.2025-FINAL.pdf?x85095

HMI Key Takeaways

https://www.aei.org/wp-content/uploads/2025/07/HMI-Briefing-Presentation-7.1.2025-FINAL.pdf?x85095

The housing market faces a major supply / demand imbalance

https://www.morganstanley.com/content/dam/msdotcom/en/assets/pdfs/Investing_in_Megatrends_Presentation_International_PWS_ICS_Q1_2025_vFINAL_incl_AUS_Disclaimer.pdf

The share of first-time home buyers has declined from 50% to currently 24%

https://www.apolloacademy.com/wp-content/uploads/2025/06/062925-Chart.pdf

Upward pressure on housing inflation

https://www.apolloacademy.com/wp-content/uploads/2025/05/052625_Charts_v3.pdf