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2339: The Housing Deficit Explained: Millions of Buyers, Limited Homes and Why "Doomers" Keep Getting It Wrong
Manage episode 505657772 series 3563509
Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday
In the introduction, Jason primarily focuses on two key topics: upcoming investment opportunities and a significant legal scandal. He first details an upcoming Phoenix event that will introduce attendees to methods for extracting home equity without affecting existing low-interest mortgages or incurring new monthly payments, and reveal a novel property investment type offering high monthly income relative to purchase price. Subsequently, he transitions to a scathing exposé of Marco Santorelli, a former competitor accused of defrauding investors of $62.5 million through a Ponzi scheme involving bogus promissory notes, with Jason using official government and news sources to highlight the severity of the charges and the devastating impact on victims.
Jason then joins Gene Morris of Rebel Capitalist. He asserts that the market is currently experiencing minimal distress, despite ongoing debates about a housing deficit, which he estimates at 4.5 million homes. He argues that housing inventory remains exceptionally low when adjusted for population growth, comparing current levels to those of the 1990s and 2017 but with a significantly larger population. Jason critiques the S&P 500's real returns, claiming they are almost nonexistent when adjusted for inflation, which he believes is understated by the CPI. He advocates for real estate as a superior investment strategy due to its ability to leverage debt, with tenants covering costs and offering substantial returns, far outpacing inflation, especially in a "ludicrous mode" scenario of 15% appreciation. Jason concludes that real estate prices are unlikely to crash without a significant number of distressed homeowners and that even a slight decrease in mortgage rates could unlock millions of new buyers, further exacerbating the existing supply-demand imbalance.
#HousingMarket #RealEstate #HousingDeficit #InventoryLevels #HousingAffordability #MortgageRates #PropertyAppreciation #IncomeProperty #LeverageInvesting #CashOnCashReturn #BeatInflation #StockMarketVsRealEstate #S&P500 #CPIUnderstated #RealVsNominal #FinancialEngineering #MarketDistress #RebelCapitalist #Doomers #InvestmentStrategy #DemandSupply #UnmetDemand #NewBuyers #RentalMarket #HousingShortage #LongTermInvesting #AssetClass #ShelterIsNecessary
Key Takeaways:
Jason's editorial
1:33 Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix
2:02 A couple of big announcements
7:47 4 reasons to join the JHU event
9:37 Sponsor: https://www.monetary-metals.com/Hartman
10:09 The Marco Santarelli scandal
Jason's interview with Gene Morris
15:45 Update on Housing inventory
17:23 S & P 500 versus Inflated Adjusted Returns
18:47 Power of leverage
20:59 September ICE mortgage monitor and delinquencies
21:54 An asteroid hitting the US, Consumer expectations and financial engineering
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
2229 قسمت
Manage episode 505657772 series 3563509
Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Also don't forget to register for our FREE Masterclass every second Wednesday of each month at https://jasonhartman.com/Wednesday
In the introduction, Jason primarily focuses on two key topics: upcoming investment opportunities and a significant legal scandal. He first details an upcoming Phoenix event that will introduce attendees to methods for extracting home equity without affecting existing low-interest mortgages or incurring new monthly payments, and reveal a novel property investment type offering high monthly income relative to purchase price. Subsequently, he transitions to a scathing exposé of Marco Santorelli, a former competitor accused of defrauding investors of $62.5 million through a Ponzi scheme involving bogus promissory notes, with Jason using official government and news sources to highlight the severity of the charges and the devastating impact on victims.
Jason then joins Gene Morris of Rebel Capitalist. He asserts that the market is currently experiencing minimal distress, despite ongoing debates about a housing deficit, which he estimates at 4.5 million homes. He argues that housing inventory remains exceptionally low when adjusted for population growth, comparing current levels to those of the 1990s and 2017 but with a significantly larger population. Jason critiques the S&P 500's real returns, claiming they are almost nonexistent when adjusted for inflation, which he believes is understated by the CPI. He advocates for real estate as a superior investment strategy due to its ability to leverage debt, with tenants covering costs and offering substantial returns, far outpacing inflation, especially in a "ludicrous mode" scenario of 15% appreciation. Jason concludes that real estate prices are unlikely to crash without a significant number of distressed homeowners and that even a slight decrease in mortgage rates could unlock millions of new buyers, further exacerbating the existing supply-demand imbalance.
#HousingMarket #RealEstate #HousingDeficit #InventoryLevels #HousingAffordability #MortgageRates #PropertyAppreciation #IncomeProperty #LeverageInvesting #CashOnCashReturn #BeatInflation #StockMarketVsRealEstate #S&P500 #CPIUnderstated #RealVsNominal #FinancialEngineering #MarketDistress #RebelCapitalist #Doomers #InvestmentStrategy #DemandSupply #UnmetDemand #NewBuyers #RentalMarket #HousingShortage #LongTermInvesting #AssetClass #ShelterIsNecessary
Key Takeaways:
Jason's editorial
1:33 Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix
2:02 A couple of big announcements
7:47 4 reasons to join the JHU event
9:37 Sponsor: https://www.monetary-metals.com/Hartman
10:09 The Marco Santarelli scandal
Jason's interview with Gene Morris
15:45 Update on Housing inventory
17:23 S & P 500 versus Inflated Adjusted Returns
18:47 Power of leverage
20:59 September ICE mortgage monitor and delinquencies
21:54 An asteroid hitting the US, Consumer expectations and financial engineering
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
2229 قسمت
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