Anthony Paolone
Host of the episode and U.S. real estate equity researcher who covers real estate stocks and U.S. housing market trends for J.P. Morgan Research; guides the conversation and asks interview questions.
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Jul 14, 2025 • 28min
All Into Account: The State of US Housing: Market Dynamics and Policy Shifts
In this discussion, Anthony Paolone, Co-Head of REITs & Real Estate Services Equity Research at J.P. Morgan, shares his insights on the unexpectedly strong U.S. housing market amid rising interest rates. He delves into the impacts of tariffs and immigration policies on construction costs and builder profits. The conversation also covers the hurdles faced by homebuilders and the nuanced recovery in commercial real estate, while examining the driving forces behind the frozen housing market and the future implications of GSE privatization.
Jun 28, 2024 • 17min
What’s driving rent inflation?
Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, analyze rent inflation trends post-pandemic. They discuss supply trends, varying rent increases, and the impact of wage inflation on rental affordability.
