美国房市系统分析🚀 | 房价预期+投资规划 | EP.16

本期节目介绍了在新冠疫情之后，2020年2021美国房屋价格上涨的五个结构性原因 ，并对2022年的资产规划提出建议

Links:
Real-Estate Investors Bought a Record 18% of the U.S. Homes That Sold in the Third Quarter
https://www.redfin.com/news/investor-...

Bloomberg: Private Equity Raises Real Estate Money Too Fast to Spend It
https://www.bloomberg.com/news/articl...

Sorry, Tenants: Rising Rents Continue To Smash Records
https://www.realtor.com/news/trends/s...

WSJ: Millennials Are Supercharging the Housing Market
https://www.wsj.com/articles/millenni...

🕛 Shownotes 时间序列:
0:00​ 开篇介绍
0:36 背景介绍
2:25 原因一: 大量购房需求 但供给匮乏
4:28 原因二: 投资者介入
5:58 原因三: 人口结构 — 千禧一代和婴儿潮一代的买房竞争
8:06 原因四: 新冠疫情后远程办公更普遍
9:10 原因五: 房贷利率处于极低水平 / 美国家庭财富感高涨
10:19 2022年市场预期 - 擦亮我的水晶球
10:33 展望一: 供给继续攀升 房价增速放缓
10:58 展望二: 房价涨速放缓
11:43 展望三: 房贷利率小幅上升
12:29 展望四: 房租继续上涨
13:06 展望五: 东迁和南迁将会持续
14:35 投资建议
15:26 节目结尾&Disclaimer

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Thanks for watching!
Guy

#投资规划 #通货膨胀 #实物资产 #房地产 #基础设施 #ETFInvesting #FinancialLiteracy #Education