Zortix matched this thesis to Homebuilders & housing ETFs as one way for retail investors to get exposure. Not a recommendation.
Frozen housing market with low volume
The guest argued the housing market is frozen, with low transaction volume due to poor affordability, but prices are still rising slightly because only affluent buyers can transact.
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The Callback
Housing policy entrenches generational wealth divide
24 weeks between these two statements.
The speakers argued the housing market is stagnant, with sales below GFC lows, due to a combination of high prices, high mortgage rates, and a large affordability gap versus renting.
The guest argued the housing market is frozen, with low transaction volume due to poor affordability, but prices are still rising slightly because only affluent buyers can transact.