Last week, in NewsWire, I responded to a WSJ article that predicted imminent doom for for rural, suburban, and senior housing due to the aging (and passing away) of Boomers. My conclusion (see story below): “This story is one-quarter fact and three-quarters hype. You do not need to put this anywhere near the top of your worry list.”
Clearly, demography is destiny when it comes to homes. On Wednesday, January 22nd, I was joined by Josh Steiner, head of Hedgeye’s housing sector, to discuss (with a few charts) what impact Boomers will and will not have on the future of America’s housing industry.