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Slower migration leads to negative housing demand shock, Lance Lambert notes
U.S. housing markets that experienced significant declines in net domestic migration following the Pandemic Housing Boom are still seeing positive domestic inflows. However, Lance Lambert states that despite the inflows, the slowdown in migration has caused a negative demand shock in housing markets.
The observation underscores the impact of post-pandemic migration trends on housing demand even as overall population movements remain positive.
Lance Lambert previously reported that Daiwa House's Trumark Homes acquired U.S. homebuilder JK Monarch, the fourth such Japanese deal in five weeks, indicating heightened cross-border activity in the sector. In another article, Lambert highlighted Lennar's warning that removing institutional homebuyers from the U.S. market could reduce new housing construction. Both developments come as housing markets adjust to post-pandemic shifts in demand.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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