MacroEdge RESights 12/29 End of Year Report: Distorted Market Dynamics, Price Weakness, 2025 Outlook, Activity Recession Continues, New Offerings in 2025 & Much More

RESights December 29,2024 -Critical Points Discussed 

• Distorted Market Dynamics: The emphasis on inflating real estate and tech asset prices over fostering true price discovery has led to significant inefficiencies and misaligned incentives across the housing market.

• Economic Weakness Revealed: Despite fiscal stimulus and other interventions, the ongoing real estate slowdown highlights deeper underlying economic fragility, particularly in cyclical sectors.

• Value of Accurate Data: While often criticized, labor and housing data remain directionally accurate, consistently pointing to market contraction and providing valuable insights into the real estate landscape.

• Need for Market Reset: Declines in permitting, transactions, and housing-related employment underscore the necessity for a market correction to restore balance and stability.

Our 2025 Outlook - Don Johnson (@DonMiami3), Chief Economist

Good Sunday evening MacroEdge Readers, Clients, & Community, 

We’re winding down the 2024 year on a very positive note for our RESights Team. As we expand the breadth of our data and coverage of sectors, indicators, and more - RESights will be at the forefront of things we’re driving innovation in for the 2025 year. 2025 will see tremendous expansion for our RESights team, as we bring our data and coverage around the United States. The bulk of our growth and expansion of data coverage will arrive for the single-family market in the first half of the New Year - especially for markets where our team will be performing the data collection and monitoring for - which will kick off in Bozeman and St. George. We’ll be working closely with builders, realtors, mortgage brokers, smart home installers, and much more to get a holistic picture of each market at a regional level. With the phrase ‘all real estate is local’ - more relevant than ever in the dynamic market we are seeing to end 2024 - we’re creating the infrastructure to monitor the data that matters more than ever in markets across the country. In our pilot cities in the first quarter of the year, we will continue developing relationships to make our comprehensive data collection possible and the best in the business to empower you all with what you need to make business decisions.

In 2025 we’re committed to developing and building out RESights as a household name in the real estate research and insights landscape, and look forward to partnering with builders, investors, banks, and more to help drive the critical business decision-making with these bodies. 

2025 is going to be a fantastic year for our real estate division and we’re excited to have so many of you now along for the journey sitting by our side in the co-pilot seat. 

The New RESights in 2025 

Data Dashboard Arriving in January 

In January we’ll begin publishing datasets to the RESights Data Dashboard located in the MacroEdge client portal, you’ll see everything from inventory levels, to our own regional market coverage, and much more. Our first two pilot markets are being constructed now and our data breadth will expand dramatically into 2025 as we develop new relationships and ways to collect data from around the United States. 

On your RESights dashboard, you’ll see both a way to access aggregated macro real estate data, as well as access points for each regional market we are rolling out coverage for across the United States. 

Professional Service Offerings 

> Bespoke Data Services and Projects

> Investment Analysis 

> Deal Review 

> Stress Testing 

> Individual Market Analysis 

> Fund Performance Analysis 

> CMBS/Portfolio Rating 

& more 

To speak with our team about a custom service, data project, investment or risk analysis or much more for the 2025 year, contact Info@MacroEdge.net to speak with our team and experience how our expertise can improve your business and processes. 

The Most Comprehensive Regional Market Coverage - Starting with SFH

In 2025, we’ll roll out comprehensive regional market coverage for residential real estate, starting with two smaller markets as our ‘pilot program’ for RESights data collection and market coverage. We’ll cover both existing and new builds in each market and expand into multifamily when we expand our data collection capability. 

Included in regional coverage will be everything from homebuilding activity, to leading indicators such as billing for projects in the future, existing and new home sales volumes, and much more. This data will be available for view and analyzed & summarized in quarterly regional reports for markets we are initiating coverage on. 

Data will be collected and reproduced visually, reflecting qualitative and quantitative responses from our network.The scope of this project we are developing is very large, but we’re excited about what it represents for our growth and relevance in one of America’s largest industries. As we expand and build out our single-family coverage, we’ll then add multifamily as the natural addition and transition, and move eventually to other sectors. 

The Entire RESights Portfolio 

> Interviews and Discussions with Real Estate Experts, under MacroEdge Media 

> Bi-Monthly RESights Reports 

> Regional Market Coverage & Data Available Quarterly, with Release/Rollout Date Not Yet Decided

> LuxePulse by MacroEdge (In development for unique market segments within the broader real estate sector) 

Pricing Structure Update

Next week will announce a broader shift on our pricing structure to reduce confusion across our product lines, which includes updates for Ozone and RESights. Bespoke pricing is on a per-project basis, and subject to project scope and availability of our team members. 

RESights will remain accessible through a RESights only membership, or through Ozone. LuxePulse will also be accessible through Ozone, or via LuxePulse-only, but we’ll have more on this soon.

Our RESights Team 

> Don Johnson, MacroEdge Co-Founder and Chief Economist 

> Ulysses Awsumb, RESights Head of Research 

> Melody Wright, RESights Contributor 

> Kenny Powers, RESights Contributor 

> George Scott, Business Development & RESights Contributor