Here We Go!

(1) The Shift

(2) Demand Shifting in 2-Months

(3) It Only *Looks* Like a Supply Shift

Summer is officially here which means you’ve probably got better stuff on your schedule than checking your email and reading about Denver’s crazy housing market. For those ...

Turning the Ship

(1) The Government’s Pickle.

(2) So far, no change in demand.

(3) No sharp supply changes, either.

No one starts taking drugs with the intent to become an addict. Over time, habitual use of a stimulant leads to diminishing marginal returns for the user which ...

The 8th Inning

By: Jared Frost, 14 Apr 2022

The Skim:

1. The Top of a Rollercoaster

2. Denver Demand: Spring Begins

3. Denver Supply: Still Nada.

Think about the last time you were approaching the very top of a roller coaster ride... Before you ...

While The Goin' is Good...

By: Jared Frost, 15 Mar 2022

The Skim:

1. The Fed is Changing Course

2. Denver Demand: The Usual Insanity

3. Denver Supply: Some Hope? Maybe...? Haha, Nah.

Welp, it's been quite a month since we last checked in ...

The Skim:

1. A Crack in Risk's Armor

1b. A Warning For New Construction Buyers

2. Demand Limited by Supply

3. It's official: Zero homes on the market.

You might want to check your retirement accounts because it's been a pretty wild ride in the capital markets ...

The Skim:

1. That Dirty, Dirty Word

2. It’s Already Spring in the Housing Market

3. Record Low Supply

It’s the start of a new year, right? We’re pretty sure we celebrated New Year’s Eve for 2022 a few weeks ago, but when we woke up the next day, it ...

The Skim:

1. Congress Did (Part of) Its Job

2. Demand is Rates... Rates is Demand! (Think: Jim Carrey Finkle & Einhorn)

3. It's a Desert Out There, Literally

4. 2022 is not “2020, too”

This will be the last edition of our market insights report ...

The Skim:

1. Fall Break

2. Welcome to Buying Season

3. Nothing New (on the Supply Side)

Based on the "No Vacancy" signs at Scout's favorite puppy lodges this upcoming weekend, it seems like everyone is taking a break right now, even Congress. Let's all take ...

The Fork

The Skim:

1. Stagflizzle

2. Gearing Down for Fall

3. Transient Supply

In medicine, there are times when the treatment is worse than the disease. Whether we've experienced these situations first-hand or heard of them through the grapevine, these times are generally very serious ...

The Game-Changer

The Skim:

1. We had plans this fall, and then Delta...

2. Taking a Shift

3. [Still] No [Quality] Inventory

There is a phrase that goes something like "play with fire and you're going to get burned." As a species, humans have had a ...