Catalpa Perspectives is a seasonal white paper written by a long-time and thoughtful investor that draws together several thematic ideas and sets out the longer-term market implications.

The Fall 2012 issue of Perspectives updates Catalpa’s call on “The US Housing Shortage.” Home prices have stabilized. Homebuilders are getting more optimistic. The homebuilder stocks are outperforming the broad market. The supply of houses is extremely low as shadow demand has swelled and actual demand is picking up. Add it all together and the next crisis in U.S. housing may well be a SHORTAGE of homes.

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For the full PDF, click here or on the excerpt:

For more information, please contact Nelly Nyambi, Catalpa’s Director of Marketing and Client Relations: nelly.nyambi[at]

Perspectives – Fall 2012: The US Housing Shortage: Update

Perspectives – Spring 2012: The Developing U.S. Housing Shortage

Perspectives – Winter 2011: Print Baby Print

Perspectives – Winter 2010: Why Letters Matter

Perspectives – Summer 2009: After the Perfect Storm