Conor Sen

@conorsen

Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-@opinion. Suburban dad. The future is a policy choice.

Atlanta, GA

Joined September 2009

Pinned
Conor Sen
@conorsen
Aug 10
Some personal news... Today I'm excited to announce the launch of the Housing Frame, a Substack where I'll be analyzing the economy through a housing lens. My debut piece is the Housing Recession is Over. Follow and subscribe here:
conorsen.substack.com
The Housing Recession is Over
The vibes remain bad, the recovery is uneven, but recession is now behind us
Conor Sen
@conorsen
1h
Something interesting to me is currently, the northeast (VA through ME), the upper Midwest (MI/WI/MN/OH/IL), and the west coast currently have a bare majority of House of Representatives seats, but after 2030 reapportionment they no longer will.
Conor Sen
@conorsen
Aug 14
In addition to buying Taylor Morrison outright, Berkshire Hathaway added to its Lennar stake in Q2 and started a small D.R. Horton stake (Greg Abel, still time to take advantage of the Housing Frame early subscriber discount):
Conor Sen
@conorsen
Aug 14
Here’s a quiet afternoon question — if cities in the 2010s were trying to be lower cost versions of San Francisco, what model are they striving for today? Don’t think anywhere else believes it can be SF in the 2020s.
Conor Sen
@conorsen
Aug 14
It’s probably a vibes thing more than anything else but it feels like AI was more disruptive towards the end of last year/early this year than it is now.