[HN Gopher] Up to a Quarter of Rental Inflation Is Due to Price-...
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       Up to a Quarter of Rental Inflation Is Due to Price-Fixing
        
       Author : pseudolus
       Score  : 79 points
       Date   : 2024-09-19 20:57 UTC (2 hours ago)
        
 (HTM) web link (www.thebignewsletter.com)
 (TXT) w3m dump (www.thebignewsletter.com)
        
       | firejake308 wrote:
       | > the cost of shelter accounts for 70% of all inflation for the
       | last twelve months
       | 
       | Technically, this should read "70% of inflation in all items less
       | food and energy". And since enrgy costs are actually down for the
       | past year, this basically says that rent increases are the
       | majority cause of inflation except maybe food, but that's not
       | clear from the BLS data linked.
        
         | ericjmorey wrote:
         | It's like there's a shortage of housing or something.
        
           | hnthrow289570 wrote:
           | Why would you need to collude for higher rents with RealPage
           | if a shortage of housing was the primary driver of rent
           | increases?
           | 
           | If someone's being that greedy, they can't really use supply
           | and demand to say their hands were tied in terms of
           | controlling rent.
        
             | derektank wrote:
             | If you have the option to extract rents by forming a cartel
             | (without legal punishment), you'll do it regardless of the
             | underlying value of the asset you're trying to control
             | because it's free money (assuming you can trust the other
             | members of the cartel)
        
           | papercrane wrote:
           | That's true in some markets, but the DOJ complaint highlights
           | some places, like Atlanta, where vacancy rates have gone up,
           | but rents have still climbed higher.
        
         | onlyrealcuzzo wrote:
         | Rent is 36.1% of the CPI basket - so if inflation was
         | distributed evenly - you'd expect 36.1% of the increase to come
         | from rent / housing.
         | 
         | 70% is really not that shocking. Rents only need to increase a
         | little bit more than average with most other things increasing
         | a little bit less than average to end up at 70%.
         | 
         | Vehicles and energy make up almost 14% of the basket - and
         | those are negative.
        
       | JamesBarney wrote:
       | The middle case is that we are paying 2.6% higher rent due to
       | RealPage.
       | 
       | I don't think the aggressive piece is realistic. And if we break
       | up RealPage I highly doubt we'll see an significant drop in rent
       | prices.
       | 
       | An interesting analysis would be looking at vacancy rate across
       | different cities over time. If we saw a large increase in cities
       | with a high penetration of RealPage I'd be more inclined to
       | believe it's having a significant impact.
       | 
       | For California and Text at least it looks like the price increase
       | is classical supply and demand driven. We're not building enough
       | multifamily or apartments.
       | https://fred.stlouisfed.org/series/TXRVAC
       | https://fred.stlouisfed.org/series/CARVAC
        
         | flimsypremise wrote:
         | In NYC I can tell you that the metropolitan area lost about
         | 500,000 people since 2020, added ~20-30k housing units per year
         | in that same time. The vacancy rate somehow dropped
         | dramatically despite this and rents also rose dramatically.
         | I've yet to see any good explanation for this, yet you'll still
         | see people advocate for building more housing as the solution.
         | 
         | Simply using the rental vacancy rate as a proxy for supply and
         | demand does not work, since there are lots of factors that can
         | affect vacancies. One of then, as outlined in the article, is
         | landlords keep units off the market to drive up prices.
        
           | ProfessorLayton wrote:
           | The explanation is that there isn't enough housing to meet
           | demand. That's it. Until there is, prices will keep going up
           | even when building more units.
           | 
           | Landlords wouldn't be buying up a ton of units and renting
           | them out at a profit if there was a glut of inventory,
           | because it would be a terrible investment.
        
             | ethbr1 wrote:
             | Or, accounting and tax law makes it less painful to keep
             | units vacant than reprice them at lower rents.
             | 
             | Which is a thing we could change via something like
             | Vancouver's vacancy tax.
             | 
             | Make it more in landlords' interest to reprice units lower,
             | if the market has excess inventory.
        
           | JamesBarney wrote:
           | Landlords are not keeping units off the market to drive up
           | prices. There are no landlords who have the pricing power to
           | make that work. There is no landlord that can keep 10% of his
           | inventory off the market to drive up rental prices 11%.
        
       | tptacek wrote:
       | The problem I have with this analysis is that it's tying RealPage
       | to the _politicized_ perception of rent inflation --- i.e., when
       | the news cycles about it began. But affordability has been a
       | crisis for something approaching a decade now, far precedes
       | RealPage, and impacts places RealPage doesn 't operate.
       | 
       | There's a subtext in this article that you have to follow Stoller
       | to know about, which is whether he's aligning himself with the
       | NIMBY opposition to the YIMBY movement, so I expect him to take
       | some flak for these arguments, whether or not RealPage is a
       | proximate cause of higher rents (I have no reason to disbelieve
       | him on that point; by all means burn it to the ground).
        
       | seper8 wrote:
       | There are very few jobs that provides as little value as being a
       | landlord. Imagine all of them dying tomorrow, what happens?
       | People just keep on living as usual, maybe they'll have to clean
       | their own drain and paint their poorly maintained (ex)rental
       | unit...
       | 
       | Its the upscale equivalent of ticket or GPU scalping (the
       | practice of buying up all material and simply only upselling it
       | for more money).
       | 
       | Parasites of the system.
        
         | ethbr1 wrote:
         | I think you're underestimating how many people can clean their
         | own drain (well).
         | 
         | Which is its own solvable problem, but is a problem.
        
           | londons_explore wrote:
           | The modern way is to have a handyman (just like you have a
           | gardner or cleaner). The handyman has a list of gutters to
           | empty, squeaky hinges to oil, HVAC filters to clean, etc.
           | 
           | Keep adding these small tasks to the list, and when the list
           | gets long or something urgent comes up, call the handyman out
           | for a half-day.
        
           | kelseyfrog wrote:
           | It's a problem whether the occupier is a renter or homeowner.
           | The landlord is, in my experience, just going to call a
           | handyman anyway. May as well cut out the middleman as thats
           | something I can do myself.
        
         | BeetleB wrote:
         | > Imagine all of them dying tomorrow, what happens?
         | 
         | The majority of landlords in the US (at least in the small
         | scale - not sure about big complexes) do not own the property
         | outright. They have a loan (e.g. mortgage) just like anyone
         | else.
         | 
         | So what will happen? The banks will become the new owners. And
         | they'll sell it at a discount to someone else (with a loan, of
         | course).
         | 
         | I know it's easy to complain about landlords, but if you
         | suddenly kill all landlords and ban landlording, you'll get a
         | lot more homeless people.
        
           | Eddy_Viscosity2 wrote:
           | I guess in this hypothetical, imagine all ownership of the
           | rental units suddenly transferred to the tenant. Would the
           | net effect to the economy be positive or negative?
        
             | JambalayaJimbo wrote:
             | The construction industry would collapse as buying
             | confidence would disappear. Buildings with large amounts of
             | renters would likely fall into disarray over the long term.
        
             | card_zero wrote:
             | Seems like the same problem results: now what if you're a
             | new renter? You can't live anywhere, because there's no
             | landlords. Does somebody just give you a house, in this
             | scenario, and if so, who?
        
             | BeetleB wrote:
             | In the short term, positive. But then their kids will grow
             | up and no one is willing to invest in new housing.
             | 
             | Unless you want to live in government built housing.
        
         | JamesBarney wrote:
         | Say tomorrow we outlawed being a landlord. Every multi-family
         | and apartment unit would be demolished and turned into SFH, or
         | sold off as condos.
         | 
         | And everyone would have to live with parents or friends until
         | they could afford a down payment. That sounds like a worse
         | world than the one we live in.
        
           | exe34 wrote:
           | would they be demolished? or would their prices drop to the
           | point that the people paying the mortgage might be able to
           | afford to actually own the equity?
        
           | ethbr1 wrote:
           | Why wouldn't they just convert to owner-occupied apartments?
           | 
           | There's an argument to be made about affordability, but there
           | are a lot of arguments against paying someone else, for which
           | you receive no equity, and they get to keep any price
           | appreciation of the property.
           | 
           | It'd be interesting to see a rental market that banned
           | anything but rent-to-own contracts, where some portion of
           | your monthly rent had to buy equity in the property you
           | occupy. (With standardized terms for disposal, sale, etc)
        
             | timr wrote:
             | Because most people can't afford to buy the apartment they
             | are renting. Some huge percentage of US citizens can't
             | scrape together enough money to pay for a car repair. How
             | are they going to afford an apartment?
        
               | tofof wrote:
               | This is trivially false. The sum of the rents of the
               | tenants of the property is enough to cover the landlord's
               | purchase of the building, any interest on any loan used
               | to secure that purchase, hire upkeep for the building,
               | and still have money left over for profit in the
               | landlord's pocket.
               | 
               | Therefore, the sum of the rents of the tenants of the
               | property is enough to cover the purchase of the building,
               | which is a subset of those costs.
        
               | timr wrote:
               | > The sum of the rents of the tenants of the property is
               | enough to cover the landlord's purchase of the building,
               | any interest on any loan used to secure that purchase,
               | hire upkeep for the building, and still have money left
               | over for profit in the landlord's pocket.
               | 
               | The "sum of the rents of the tenants" isn't relevant to a
               | single tenant, the loan isn't used to "secure the
               | purchase", and you're confusing cash flow for total
               | equity.
               | 
               | A building owner puts down a deposit for some percentage
               | (say, 20%) of the building's cost, gets 80% in debt, and
               | pays down that debt _over time_ with the cash flow from
               | the tenants ' rent payments. They make a small margin net
               | of expenses, plus whatever equity accumulates over time.
               | 
               | Setting aside the (significant) question of whether or
               | not a given tenant would have the _credit_ necessary to
               | do such a thing, a tenant is not necessarily able to do
               | the same thing, just because they can afford to pay the
               | rent.
        
               | ethbr1 wrote:
               | Doesn't that indicate we should be building more and
               | cheaper housing?
               | 
               | The other components of the market aren't fixed and
               | immutable.
               | 
               | If state governments wanted to mandate denser rezoning
               | and smaller minimum unit sizes once unaffordability
               | reached a certain level... they could.
               | 
               | Pointing at expensive housing and saying "We therefore
               | have to make it cheaper by forcing more people into
               | bargains in which they receive none of the gains" seems
               | like the tail wagging the dog.
        
               | timr wrote:
               | Sure, but it wouldn't change anything, unless your plan
               | is to make housing so cheap that it literally costs less
               | than a month of rent to buy the whole place, I don't
               | think you're going to have a lot of luck.
        
             | avidiax wrote:
             | Yeah, a system with implied equity from renting (something
             | like 2-3% per year) would go a long way.
             | 
             | Switzerland also has an interesting system that seems
             | designed to somewhat equalize renting vs. owning.
        
             | JamesBarney wrote:
             | I've always heard owner occupied apartments called condos.
             | Is there a difference I'm not aware of?
             | 
             | You're paying the landlord for the cost of capital and the
             | property management. And a 400k house in the stock market
             | would on average generate 40k a year in appreciation. Most
             | apartments in functional markets aren't anywhere near that
             | appreciative.
        
           | bugbuddy wrote:
           | > Say tomorrow we outlawed being a landlord. Every multi-
           | family and apartment unit would be demolished and turned into
           | SFH, or sold off as condos.
           | 
           | > And everyone would have to live with parents or friends
           | until they could afford a down payment. That sounds like a
           | worse world than the one we live in.
           | 
           | You are using a logical fallacy known as false dichotomy. We
           | have many other possibilities such as commie blocks and even
           | denser privately owned residential housing with fair
           | competition and pricing. Maybe hard to achieve fair pricing
           | but not impossible.
        
             | robertlagrant wrote:
             | You'd have to outline how the current system isn't fair, or
             | even what fair is.
        
           | kelseyfrog wrote:
           | Why would they be demolished(a debit) when they could be
           | sold(a credit)? 34% of people live in rental housing. If
           | those units flooded the market, it'd be much easier to save
           | up to buy while living with parents or friends.
        
             | robertlagrant wrote:
             | If everyone's saving up to buy then the prices will go up.
             | This is a demand problem, not a landlord problem. Too much
             | demand vs supply makes prices go up. Far, far too much
             | demand vs supply means landlords step in and invest, and
             | divide properties into smaller pieces to rebalance supply
             | to demand, or as much as is in each one's power.
        
             | JamesBarney wrote:
             | It's really hard to get a mortgage for multiple people that
             | aren't married.
             | 
             | Basically if you and 3 friends want to buy a 4-plex for
             | 400k you would assume the bank would just make sure each
             | person could afford 100k, they don't. Instead the bank will
             | ensure each person individually has sufficient financial
             | resources to afford a 400k home.
             | 
             | That and converting a 4 plex into condos doesn't make
             | financial sense when you could just demolish it and build
             | townhomes.
        
           | Ygg2 wrote:
           | What would probably happen is following. It depends on many
           | things, but assuming it is done near instantly and there
           | aren't side effects.
           | 
           | For some time house values would drop, they will be sold to
           | largest possible buyers. This isn't small buyers but probably
           | banks, since they have lots of capital. Because of price
           | drops, demand will be lessened and house construction
           | industry will experience layoffs.
           | 
           | Many people will be without a house to rent, so banks or
           | large money interests will offer their stockpile of houses
           | under strict terms i.e. rent without renting
           | (timeshare/leasing/house borrowing).
           | 
           | You'll get landlords but with deeper pockets.
        
         | kristopolous wrote:
         | Although I agree with the sentiment, is there a quantifiable
         | way to demonstrate this? For instance, do people who declare
         | their occupation as landlord have some demonstrable income
         | distribution x std deviations above some control group?
         | 
         | I'd imagine they do but I try hard to not just imagine data
         | matches my priors. (Yes, this almost always makes me unpopular)
        
           | londons_explore wrote:
           | They can be parasites even without being richer.
           | 
           | Merely the fact that a typical landlord works far fewer hours
           | than most other careers. Even a property portfolio of 100
           | properties probably isn't a full time job if you have
           | managing agents.
        
             | JambalayaJimbo wrote:
             | This is nonsense. The vast majority of landlords have to
             | work a day job in order to finance the property in the
             | first place.
        
               | kristopolous wrote:
               | Sure but many groups of people work to service debt, such
               | as the purchase of a house, education, medical expense or
               | a small business loan. Demonstrating that landlords are
               | not all of the leisure class is insufficient to imply
               | they are equally living hard scrabble working lives
               | compared to the population writ large.
        
           | ajross wrote:
           | > For instance, do people who declare their occupation as
           | landlord have some demonstrable income distribution x std
           | deviations above some control group?
           | 
           | Not really. Being a landlord takes a bunch of money to sink
           | into the real estate assets. If you don't put it in there
           | you'd just leave it in a mutual fund or whatever and be
           | making passive income of about the same order. Real Estate is
           | a solid investment choice but it's not *that* much better.
           | 
           | Basically this argument is for the form "being a landlord
           | looks like a working class job but pays better and that's not
           | fair".
           | 
           | But the actual truth on the ground is "being a landlord is
           | just a different way of being wealthy, and you have to fix
           | plumbing on the side instead of working a day job in an
           | office".
        
             | Fauntleroy wrote:
             | So, you get to work a part time job while being richer than
             | most working full time jobs. Not a bad gig, but it doesn't
             | feel very fair to wage workers.
        
               | kristopolous wrote:
               | I mean to be really, truly Marxist about it, it's not the
               | occupation of landlord but the rentier social relation
               | that's problematic.
               | 
               | The theory is it extracts productive capital which could
               | have a better multiplier effect allocated elsewhere such
               | as education, research, public infrastructure, etc.
               | 
               | I'm sure there's some economic wonks that have long
               | academic papers on this to support or refute this 170 or
               | so year old idea, but I'm merely an amateur.
               | 
               | There was an economic movement after Henry George that
               | very adamantly advocated for redoing this social
               | relationship if you're curious. It was (most likely) the
               | inspiration for the original version of Monopoly among
               | other things. It _might_ be regarded as a form of
               | Economic Populism if you look at the adjacent beliefs of
               | the prominent early 20th c. Georgists, but that 's
               | probably a 5,000+ word essay.
        
             | kristopolous wrote:
             | Sorry to press but do you have evidence?
             | 
             | Maybe the number of bankruptcies of landlords versus other
             | professions normalized for age (since many bankruptcies are
             | health related and landlords tend to be older).
             | 
             | Is there some hard data somewhere that can be scrutinized
             | rather than narratives and sentiment?
        
         | kibwen wrote:
         | There's a good reason that "rent-seeking" is one of the biggest
         | insults you can hurl at a business model.
        
           | robertlagrant wrote:
           | Yes, because it's trying to make your business as legally
           | necessary as a tax. It's to do with regulation, not renting
           | things.
        
             | kibwen wrote:
             | No, it's to do with being a useless middleman who extracts
             | wealth without serving any productive economic purpose.
             | Regulation isn't required in the slightest.
        
         | A4ET8a8uTh0 wrote:
         | That seems like an easy, reflexive way to ride current wave of
         | discontent over housing prices. I am not suggesting that
         | landlords are not entirely blameless in the equation, but
         | suggesting they add no value at all is shortsighted.
         | 
         | Not to mention the obvious, the new owner would become the new
         | landlord and the process would start all over.
         | 
         | I have to tell you though. This weird attitude makes me
         | hesitate on my next move. My family unit was discussing keeping
         | current house ( and likely rent ) and moving into something
         | further away. I will admit that this anti-landlord sentiment
         | makes consider just straight sale to the highest bidder.
         | 
         | Like.. I have a married friend, whose dad is an actual landlord
         | asshole ( and he was confronted over that ), but not everyone
         | is an asshole despite what some recent actions by humans may
         | suggest.
        
         | itake wrote:
         | Who manages repairing an upkeep on the property if not the
         | landlord?
        
           | gambiting wrote:
           | The person living there, obviously.
        
             | Ygg2 wrote:
             | I've seen way too many people wrecking the place they rent
             | for that to be true.
        
         | givemeethekeys wrote:
         | You can say similar things about shareholders or anyone else
         | who allocates capital.
         | 
         | Calling landlords parasites is like blaming tech employees for
         | gentrification. You're missing the bigger picture.
        
         | ppeetteerr wrote:
         | In a rent-controlled area like in parts of Canada, it's not
         | unusual for the tenant to improve the apartment they are
         | renting with the consent of the landlord. This is ultimately to
         | the tenants' benefit. Imagine investing $1200 into new
         | flooring. Spread over 3/4 years of rent controlled rent, it
         | comes out to $25 a month.
        
         | skybrian wrote:
         | The world has a lot of buildings. Buildings are valuable. Every
         | building you see, unless it's been abandoned, is owned by
         | someone or some entity that's responsible for acquiring,
         | protecting, and maintaining it. Some do a better job than
         | others.
         | 
         | Not that landlords do construction work themselves - that's a
         | different industry. But someone has to arrange financing. Many
         | renters are not trusted by banks enough to get a mortgage,
         | often for good reasons. They still need a place to live,
         | though.
         | 
         | Someone has to try to prevent people from damaging the
         | buildings and repair them when they are damaged. Maybe that's
         | the super, but someone has to hire them. The people who damage
         | buildings are often pretty nasty.
         | 
         | In theory, the state could do this. In some countries, the
         | state does a lot of it. But _someone_ has to do it. It 's an
         | essential job, and if not a landlord, there will be a manager
         | that does pretty much the same thing.
         | 
         | Just about everything can be outsourced, but it adds overhead.
         | The labor doesn't go away, it just gets moved around.
         | 
         | Not everyone is ready and willing to be responsible for a
         | building.
        
         | smileysteve wrote:
         | As if landlords clean the drains, provide a decent paint job.
         | 
         | Maybe in an apartment, a maintenance person might; but smaller
         | rentals; at most the landlord charges the tenant and calls a
         | plumber;
         | 
         | in reality the tenant is often responsible for calling and
         | paying the plumber;
         | 
         | At worst, the landlord has never had the plumbing cleaned or
         | inspected, the tenant or landlord hires a plumber, the plumber
         | finds an object stuck at the tree roots in the pipe, and the
         | landlord charges the tenant for the whole job, threatens the
         | security deposit, and when the tenant refuses to pay, the
         | landlord evicts them.
        
       | ethbr1 wrote:
       | Also: Up to 30% of app pricing is due to price-fixing.
       | 
       | We (including the companies cannibalizing their own ecosystems
       | for profit) would all be better off with a refresh of competition
       | enhancing laws that (a) decrease barriers to entry & (b) apply
       | increasing competitive restrictions as market share and absolute
       | company size grow.
        
         | ppeetteerr wrote:
         | You could say the same about prices in general increasing due
         | to credit card fees ($.30 per transaction + 3%).
        
       | lifeisstillgood wrote:
       | It's not realpage causing inflation. Come on
       | 
       | Look, the first most important totally big thing is that at the
       | beginning of covid governments around the world printed a
       | boatload of cash and gave it out as furlough for waiters and
       | nurses and construction workers. And that was a Good Thing.
       | People could eat and pay rent. But that took a boatload of cash -
       | US printed 10 trillion dollars - the UK a trillion. 27 European
       | nations all did something similar - the Middle East. Noone knows
       | how much but it's tens of trillions - perhaps let's say 50
       | trillion. With a T.
       | 
       | Then that money went to the landlords and the supermarkets and
       | the. Went up to the supermarket shareholders and the owners of
       | the office buildings and eventually the wealthy - those who can
       | live without salary - they got almost all of it. And they have to
       | spend that money on something - property, stocks, gold, land
       | 
       | It's inflation because there is an extra fifty trillion floating
       | around.
       | 
       | Real page is doing nothing amazing - collating price information
       | and telling landlords "hey a flat like this is renting for 20% on
       | the next street". Well that's because some part of that fifty
       | trillion just got invested in a company that hired a guy who
       | moved into the neighbourhood- it's going to chnage the character
       | of the neighbourhood and those who are unlucky get squeezed out
       | the bottom and sleep in a park looking over the Golden Gate.
       | 
       | Look at any article in MMT. This is something we solve with 1.
       | Taxation (equal tax treatments for capital gains etc) and 2. Sane
       | social policies (education, health etc)
       | 
       | The DOJ is looking for a culprit who is breaking a system that
       | otherwise would work - that's the point of anti-cartel laws. Ut
       | the system is broken - and it has a simple fix. Tax the rich - we
       | did it for Russian Olivarchs, now spread the love
        
         | pfannkuchen wrote:
         | > printed a boatload of cash and gave it out as furlough for
         | waiters and nurses and construction workers ... US printed 10
         | trillion dollars
         | 
         | Well, I don't think 10 trillion was paid to waiters and nurses
         | and construction workers, etc. I'm curious what that actual
         | number was. I'd be surprised if it touched 1 trillion.
         | Something like 250 billion sounds more plausible to me, but if
         | anyone has a source that would be interesting.
         | 
         | 10 trillion was added to the money supply, but I believe the
         | vast majority of it went somewhere else and never passed
         | through the sort of people you mention.
         | 
         | The money supply expansion did juice the stock market and
         | avoided a recession on paper, while shifting real value from
         | savers and earners over to asset holders. Working as intended,
         | I suppose.
         | 
         | I think the biggest BS aspect of inflation is that wages are
         | set in USD basically universally and are therefore subject to
         | inflation.
         | 
         | You can choose to move your savings out of USD and into
         | something more stable, but if you are a worker you can't move
         | your comp into anything else.
         | 
         | The second most BS part is being taxed on inflation whenever
         | you sell assets. Even if the asset doesn't have any real
         | appreciation, you get to pay tax on whatever the government
         | decided to inflate the currency by. Absolute nonsense.
        
           | lifeisstillgood wrote:
           | I think we are in basic agreement
           | 
           | >>> while shifting real value from savers and earners over to
           | asset holders. Working as intended, I suppose.
           | 
           | No furlough directly did not receive all of that but the
           | "cost of covid" (the amount spent by government without
           | taxing it back) was on that order. I wish I had a better line
           | accounting of it.
           | 
           | But the basic effect is the same - the owners of assets - the
           | wealthiest in society, get a greater proportion of the
           | "tokens that allocate future resource allocation" (dollars)
           | than previously - and this means they put that money
           | somewhere - and we see that as inflation everywhere.
           | 
           | The solution as I see it is taxing the assets (not a "wealth
           | tax" but more same approaches).
        
         | ethbr1 wrote:
         | > _Real page is doing nothing amazing - collating price
         | information and telling landlords "hey a flat like this is
         | renting for 20% on the next street"._
         | 
         | Not true and not what RealPage is being charged with.
         | 
         | What RealPage actually did was:                  - Provide a
         | suggested rent        - Set their default at "use suggested
         | rent"        - Promise landlords that suggested rent would
         | always increase        - Pressure landorders who rented under
         | the suggested price        - Connect landlords, so they could
         | talk about pricing
        
           | a_wild_dandan wrote:
           | > - Pressure landorders who rented under the suggested price
           | 
           | How did RealPage do this? I'm OOTL.
        
         | Workaccount2 wrote:
         | Never mind it's taboo to talk about how the pandemic made you
         | wealthy. The divide is real, and I feel for the people who
         | thought a $2000 stimulus check was a win. If only they knew
         | about assets and broker margin.
        
         | lumost wrote:
         | To my knowledge, this has only ever been done successfully
         | during ww2. The mechanism used was semi-forced lending via war
         | bonds. The war bonds were predominantly purchased by wealthy
         | individuals and the rate of return was lower than all
         | alternatives.
         | 
         | The spending of war debt on the other hand went out to common
         | individuals. As the war debt was never repaid, encumbants would
         | spend the next 2 decades with lower rates of return compared to
         | new market participants.
        
           | dragonwriter wrote:
           | > As the war debt was never repaid
           | 
           | The war debt was, in fact, repaid.
        
         | omgJustTest wrote:
         | It's not making things better...
        
         | elashri wrote:
         | According to the IMF [1]. The world GDP in 2020 was about 85T.
         | I really would question such a high estimation for the printed
         | money to be anything near 50T or even something high to these
         | levels.
         | 
         | [1]
         | https://www.imf.org/external/datamapper/NGDPD@WEO/OEMDC/ADVE...
        
       | cousin_it wrote:
       | I think the biggest culprit behind rent inflation isn't companies
       | like RealPage (evil as they may be), nor landlords, but
       | _homeowners_. Who vote for laws that make housing harder to
       | build.
        
       | ppeetteerr wrote:
       | I wonder if addressing price fixing in rent prices will ease the
       | regulations around short-term rentals (which have shown to also
       | increase rents by about 3%).
        
       | plutaniano wrote:
       | I wonder if we will ever reach a point where implementing a land
       | value tax will be politically feasible. All other solutions look
       | like bandaids to me.
        
       | Workaccount2 wrote:
       | There is a housing shortage.
       | 
       | That's it.
       | 
       | Fix it by building more housing.
       | 
       | Nothing else is gonna do anything.
        
         | HarryHirsch wrote:
         | That, and people who were born this century have no idea about
         | the immensity of housing inflation.
         | 
         | In 2007, a 1-BR apartment in Hanover, NH was USD 750. With
         | official inflation at 3 % that would be now something like USD
         | 1325. Good luck finding anything below USD 2250 these days.
         | That's 7 %, more than double headline inflation.
         | 
         | It's a complete policy failure, also because housing is about
         | the most unproductive kind of investment there is.
        
         | PlunderBunny wrote:
         | Even if you fix all the zoning and land supply problems, you
         | still need to qualify this as building the right kind of
         | housing. Building more large, expensive homes that are gobbled
         | up by investors or people 'parking' money isn't going to help
         | people that need cheap dwellings to actually live in.
         | 
         | I'm not saying you're not aware of this or that your statement
         | doesn't include the possibility, but (housing) developers will
         | follow the money, and that doesn't mean making small affordable
         | homes when the profit margins on other types of dwelling are
         | higher.
        
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