Blog – What is next for Housing – September 2023


Summary - United States

Homebuilders are walking a fine line when it comes to new projects as high mortgage rates curb demand.

New residential construction, including single-family homes and multifamily, dropped 11.3% month over month in August to 1.283 million units on a seasonally adjusted basis, according to Census Bureau data released Tuesday. That's down 14.8% compared with a year ago and well below the 1.44 million units economists surveyed by Bloomberg projected.

But authorized residential permits — an indicator of potential future activity — rose 6.9% to 1.543 million permits in August from July. That was still down 2.7% from last August. Single-family permits, though, were up 2% from July to 949,000. Multifamily permits came in at 535,000.

The data reflects two opposing forces builders are trying to balance: the ongoing need for new construction to fill in limited inventory and elevated mortgage rates that are hurting their biggest customer right now, the first-time homebuyer.

"High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower," Robert Dietz, chief economist of the National Association of Home Builders, said Monday in a press release after builder confidence dropped for the second straight month.

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Source: https://ca.finance.yahoo.com/news/homebuilders-face-a-tough-balancing-act-on-new-construction-amid-high-mortgage-rates-130744368.html

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Presentation - https://www.slideshare.net/paulyoungcga/global-housing-market-analysis-and-commentary-september-2023pptx


Australia Costs:

Source -



I can add a bit more colour around the issues with housing:


Additional links and sources:

Stock market - Blog – Stock Market for the week-end September 15, 2023 - https://www.slideshare.net/paulyoungcga/stock-market-analysis-and-commentary-for-we-september-15-2023pptx

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Key Environmental Areas – https://www.dhirubhai.net/posts/paul-young-055632b_7-environmental-factors-for-esg-reporting-activity-7071476082784276480-EYDt?utm_source=share&utm_medium=member_desktop ?

Scenario Planning - ?https://www.dhirubhai.net/posts/paul-young-055632b_6-ways-scenario-planning-is-essential-for-activity-7086384141918752768-P7cE?utm_source=share&utm_medium=member_desktop

GAP Analysis https://www.slideshare.net/paulyoungcga/how-gap-analysis-can-better-support-business-decisions

ESG reporting Standards? - https://www.dhirubhai.net/posts/paul-young-055632b_esgreporting-esgreporting-issbstandards-activity-7079823962368606208-NVac?utm_source=share&utm_medium=member_desktop ? ?

Blog – How to streamline the Close Consolidate and Reporting Cycle - https://www.dhirubhai.net/posts/paul-young-055632b_how-to-streamline-the-close-consolidate-and-activity-7103030891395907584-Ne_W?utm_source=share&utm_medium=member_desktop

Data Management - https://www.slideshare.net/paulyoungcga/how-to-solve-data-management-isuses-for-both-the-private-and-public-sectorspptx-257454162 ??

Circularity - https://www.dhirubhai.net/posts/lindsayhampson_tipwednesday-netzero-sustainability-activity-7006238715744333824-KU-s?utm_source=share&utm_medium=member_desktop ??

Biodiversity - https://www.dhirubhai.net/posts/paul-young-055632b_what-is-biodiversity-and-how-does-it-affect-activity-7038115093066223617-CUHj?utm_source=share&utm_medium=member_desktop

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#profitability #sales #margins #inventory #cashflow #EBITDA #EBIT #production #integration #integratedplanningandreporting #SDG #Metrics #Scope1 #Scope2 #scope3 #operational #management #regulatory #governance #healthandwellness #water #socialgovernance #corporate governance #productgovenance

#profitability #sales #margins #inventory #cashflow #EBITDA #EBIT #production #integration #integratedplanningandreporting

#urbanplanning #ruralplanning #remotecommunityplanning #environmental

#ESG #Scope1 #Scope2 #scope3 #Constructiontechnology #buildingcosts #affordablehousing


The Corporation of The City of Owen Sound

Federation of Canadian Municipalities

Municipality of Grey Highlands

City Of Hamilton

City of Burlington

Town of Saugeen Shores

Corporation of the Township of Chatsworth

Township of Langley

Township of Centre Wellington

Town of Oakville

Century Communities, Inc. (NYSE:CCS)

K. Hovnanian? Homes

Bird Construction

Dufferin Concrete

Lafarge Canada

City of Tempe

City of Mesa

City of Gilbert

City Of Guelph

City of Scottsdale

City of Phoenix

City of Tucson

City of Albuquerque

Halifax Regional Municipality

City of Moncton / Ville de Moncton

City of Saint John

City of St. John's

San Diego Gas & Electric

County of Maui

City and County of Honolulu

City of London, Canada

City of Windsor




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