Tag: rental properties

Too Little Too Late

Too Little Too Late

Three or four quarter point rate increases in 2022 won't be nearly enough to curb inflation. The Fed does not have the luxury of taking interest rates anywhere near the Volcker-era Fed. Thus, inflation is likley to persist for an extended period of time measured in years not months. Further, we do not believe that … Continue reading Too Little Too Late

Real Rental Data Tells A Different Story Than The Fed About Price Inflation

Real Rental Data Tells A Different Story Than The Fed About Price Inflation

We reviewed Zillow (ticker: ZG) Rental data for clues to true rental price inflation. Zillow rental data tells a different story than the Fed's rental survey data (Owners' equivalent rent of residences), which is comprised of hypothetical information based on homeowner assumptions (see page 1, heading labeled: Weights for OER and Rent). The Fed's rental … Continue reading Real Rental Data Tells A Different Story Than The Fed About Price Inflation