FET #61: How investment returns shape housing markets with Mike Fellman episode artwork

EPISODE · Sep 28, 2025 · 1H 46M

FET #61: How investment returns shape housing markets with Mike Fellman

from Fresh Economic Thinking · host Cameron Murray

Too often, the public debate about housing focuses on costs and ignores investment returns to property owners. Mike Fellman was an economist at Freddie Mac and is now a property investor. He explains in this conversation how important the investment dynamics in housing are for understanding what gets built where. Find Mike on Twitter/X here and read his “thread of threads” that explains many of the misperceptions about the financial drivers of housing markets here. As always, please like, share, comment, and subscribe. Thanks for your support. You can find Fresh Economic Thinking on YouTube, Spotify, and Apple Podcasts.Theme: Happy Swing by Serge Quadrado Music—Creative Commons Licence CC BY-NC 4.0Interested in learning more? Fresh Economic Thinking runs in-person and online workshops to help your organisation dig into the economic issues you face and learn powerful insights. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.fresheconomicthinking.com/subscribe

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FET #61: How investment returns shape housing markets with Mike Fellman

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This episode is 1 hour and 46 minutes long.

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This episode was published on September 28, 2025.

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Too often, the public debate about housing focuses on costs and ignores investment returns to property owners. Mike Fellman was an economist at Freddie Mac and is now a property investor. He explains in this conversation how important the investment...

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