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In The Tranches of Structured FinanceAuthor: dv01
dv01's In The Tranches of Structured Finance podcast explores macroeconomic trends, sector performance, and the future of capital markets. As a leading market intelligence company in structured credit, dv01 provides transparency and actionable insights through loan-level data and research. Language: en-us Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Why Housing May Never Be Affordable
Monday, 20 July, 2026
Housing affordability has become one of the defining economic challenges facing households today, but rising mortgage rates are only part of the story. In this episode of In the Tranches of Structured Finance, Vadim breaks down dv01's latest research on the U.S. housing market and explains why affordability has become an increasingly structural challenge shaped by decades of underbuilding, demographic shifts, and construction costs. Tune in for insights on:Why the U.S. housing shortage likely exceeds four million homes when accounting for replacement construction and demolitionsHow county-level building permit data reveals that housing shortages extend well beyond high-cost coastal marketsWhy housing affordability has deteriorated across nearly every developed economy, not just the United StatesWhat an "Operation Warp Speed" approach to housing could look like—and why transportation, zoning, and housing policy must work together to improve affordabilitySubscribe to our free research to stay up-to-date on the latest trends. Contact sales@dv01.co to learn how dv01 data can help you understand what's going on in the market, and to better analyze your whole loan portfolio and securitizations.
