Part 1: Current state of the housing market (as of most
recent data)
– Historical growth
– Pricing and valuations
– Demand and supply
– Leverage
– Break down by sector
Part 2: Challenging global economic conditions
– Slowing economic growth / earnings
– High inflation
– Rising interest rates
– High energy costs
– War in ukraine
– Leverage in the system
– Increased cost of living
– Unemployment
Part 3: Are we about to have a crisis?
– Comparison to 2008
– Arguments for
– Arguments against (e.g. safe haven asset?)
– Good time to invest, sell or wait?
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