Uploaded February 2026 | Updated September 2026, 2 weeks ago
It’s not what the crash bros are saying…
Population declines can provide real headwinds for housing demand if current trends continue.
We’re already seeing the impacts of lower immigration and lower birth rates for the last 20 years will start to show up in the 2030s.
That said the supply side is very important here.
We’re starting from a deficit and there’s no way to know how new supply will trend.
It’s not an immediate emergency but something all investors should watch in the coming years cause it could genuinely change market dynamics and returns for decades.
What are your thoughts on this?
It’s not what the crash bros are saying…
Population declines can provide real headwinds for housing demand if current trends continue.
We’re already seeing the impacts of lower immigration and lower birth rates for the last 20 years will start to show up in the 2030s.
That said the supply side is very important here.
We’re starting from a deficit and there’s no way to know how new supply will trend.
It’s not an immediate emergency but something all investors should watch in the coming years cause it could genuinely change market dynamics and returns for decades.
What are your thoughts on this?
