Impact Of Inflation On Residential Mass Market Housing

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Mass market residential housing is in structural undersupply. As such, it is a defensive sector. It is not immune to supply chain or inflation risks. The sector has seen inflation in construction costs. To date, these costs have been absorbed by rising house prices. Moreover, there are other mechanisms that allow housing to adjust to supply chain shocks, for example any slowdown in delivery of new housing exacerbates the structural under-supply of housing.