Workers move for a lot of different reasons. Some are looking for a better paying job, others are looking for more affordable housing and still others are just looking for less depressing weather. But the truth is, when people move in search of something better, they usually bring better with them, usually in the form...Read More
We’ll gladly get on board and criticize the Fed for any number of things. Money printing in the months following the initial shock of Covid, not raising rates after the Global Financial Crisis, chickening out late in 2018 during the “Taper Tantrum”…the list goes on. But to suggest that the ills of the banking system...Read More
2022 ended with a giant thud for rent growth. As can be seen in the charts below, vacancy rates were up and rent growth was negative by more than it has been in a long time. As 2023 began, the picture appeared slightly rosier for the asset class. Vacancy rates continue to head higher, but...Read More
If you’ve been watching Willow Creek Partners operate over the last several years, you know that we love irrational markets when they favor taking risks and move away from them when those dynamics flip. With that in mind, there was a lot of speculation in single and multifamily housing during the 2020-21 time period. Read More
Most people, when they think back to the Great Financial Crisis, they think of excess. Excesses in leverage, lackadaisical analysis of credit and a glut of housing. And yes, that was what led to the financial crisis, but in the wake of the FC, a fascinating thing occurred. Banks worked hard to fix their loan...Read More
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