1 Million Units Delivered. Now What?
A builder will always build if the numbers work. And in 2023 and 2024, they really worked over 1 million units were delivered across the U.S.
But the real question is:
Where are they building?
Why are they building there?
And how long will it take to absorb?
Because supply alone doesn’t kill a deal. What kills it is ignoring the fundamentals. We’re still 2 to 5 million housing units short in this country. That’s not a problem that’s opportunity, if you know what you’re doing.
Smart investors don’t chase headlines. They track absorption, migration, and job growth. That’s how you protect your cash flow and position for long-term wins.
Comment #MasterClass if you want to see exactly how I analyze markets, pick locations, and stay ahead of oversupply.
The masterclass is virtual and free.
#CashFlowIsKing
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