Cracks in the Housing Market. New Tenant Rent Analysis
US Real Estate: New Tenant Rent Analysis: May 2025 Update
Report: "Cracks in the housing market"
Within the report you'll find out:
- Why treasury yields are set to drop in the coming months.
- Why our analysis points to disinflation (lower inflation) ahead.
- Early signs of a brewing housing market crisis.
In this report we update our New Tenant Rent analysis with the latest data release for Q1-2025. We investigate the implications of the latest data for house rent inflation, overall CPI, and its relationship with housing prices.
We conclude that the CPI will be under downward pressure from future disinflation in Rents and Shelter costs, which represent about 36% the overall CPI basket. Our report stands against general market expectations of higher inflation ahead. We also investigate the likely implications for Treasury yields, which we expect to drop in the months ahead.
The analysis contained in the report is essential for investors, risk managers and real estate professionals as it provides advanced warning for the scenario we portray in our US Economy Outlook for 2025 report.
Package Contents: US Real Estate report: "Cracks in the housing market"
New Tenant Rent Analysis: May 2025 Update
Important Notes:
- All purchases are final and non-refundable.
- While this report can be read as a stand alone item, it complements the full report on the US Economy Outlook for 2025 which provides an expanded analysis of the different factors impacting the US Economy.
- This report will be provided with a substantial discount to the purchasers of the full report.
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