New Residential Construction Analysis. July 2025 update

US Real Estate: New Residential Construction Analysis: July 2025 Update

Report: "The multi-family housing debacle"

Within the report you'll discover:

-> How the latest (2020-2024) real-estate boom was driven by large multi-family building structures.

-> Why building activity is set to decline in the coming months, with impact on employment and economic activity.

->Early signs of a brewing housing market crisis.

This report investigates the US Census Bureau release on New Residential Construction. It provides a comprehensive analysis and update of the house building situation in the US, updated until the latest release during July 2025. It provides early evidence of a fragile housing market and points to further weakness ahead, possibly resulting in a full-blown crisis.

We show that building permits for new projects have been declining which means that as the ongoing projects are completed, new projects won’t start and building activity will decline substantially in the months ahead.

We also show how home builder publicly traded stocks could be used as early warning for housing market downturns, which are currently flashing danger signs for 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.

The report also provides insights into the type of real estate building structures that are most over-extended, and which are likely to be most affected by the crisis. We also provide insights into the sectors that will drive the subsequent recovery.

Package Contents: US Real Estate report: "The multi-family housing debacle"

New Residential Construction Analysis: July 2025 Update

Important Disclaimer

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.

Please check your "Spam or Junk" folder if you don't receive a receipt email with the download instructions.