Stock2Flow Real Estate Valuations
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Tweet: https://twitter.com/harrigan_pete/status/1257739148980449280
Medium article: https://medium.com/greyswandigital/testing-plan-s-cross-asset-stock-to-flow-model-on-housing-c84889304ddf
Pete Harrigan took a crack at US real estate on a square-footage basis, and compared that to PlanB's cross-asset stock/flow model. The results are pretty interesting!
It makes me wonder about unusually high turnover, like say in a financial crash, would affect the stock/flow ratio, bringing down the market.
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