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household formation

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 28, 2022 by Charles Van Vleet · across every show →

Everything said about household formation, oldest first

Nov 28, 2022 bullish
Assertion Partly supported
Van Vleet: US household formation outpaces housing production by 150,000 units annually
“The household formation running at a million units a year, we're only making 850,000 a year. So the shortage is there for a while.”
Charles Van Vleet Nov 28, 2022 ▶ 33:21 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
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