Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Macroeconomics

SPDR Dow Jones International Real Estate ETF (RWX US)

SPDR Dow Jones International Real Estate ETF

<ul>
<li>The 30-year mortgage rate and monthly home supply are excellent forecasters of changes in US home prices. They reveal that the brunt of the price decline is yet to come. </li>
<li>However, cyclical and structural supply issues combined with stellar growth in US household formations mean residential real estate is increasingly behaving like a scarce asset.</li>
<li>As a result, cyclically-caused home price declines will likely become more shallow as recoveries arrive more swiftly and forcefully.</li>
</ul>


The 30-year mortgage rate and monthly home supply are excellent forecasters of changes in US home prices. They reveal that the brunt of the price decline is yet to come. 
However, cyclical and structural supply issues combined with stellar growth in US household formations mean residential real estate is increasingly behaving like a scarce asset.
As a result, cyclically-caused home price declines will likely become more shallow as recoveries arrive more swiftly and forcefully.


Residential Real Estate: From Real to Scarce Asset?