The latest Case-Shiller data is out—and the headlines don't tell the whole story. Nominal home prices are edging back toward record highs, but once you adjust for inflation, the picture shifts dramatically. In this episode, Kathy Fettke breaks down the September Case-Shiller numbers, explains why real home prices have declined for nine straight months, and looks at how today's values compare to the mid-2000s housing bubble in inflation-adjusted terms.
You'll learn why "real" prices matter far more than nominal ones, how rising inflation reshapes long-term returns, and what investors should watch as inventory grows and 2025 approaches. This is the essential breakdown for anyone tracking housing trends, affordability, and long-term price cycles.
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SOURCE: CalculatedRisk Newsletter
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