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Top of Mind


Feb 23, 2022

In this episode of the Top of Mind podcast, Mike Simonsen is joined by Conor Sen, a Bloomberg Opinion columnist and Founder of Peachtree Creek Investments, to talk about the impacts of global financial markets on real estate. They talk about the challenges housing markets face in delivering homes, how interest rates are influencing home prices, and marketplace trends people should focus on and consider. 

About Conor Sen

Conor Sen is a Bloomberg Opinion columnist who writes about financial markets, the economy, housing, cities, and demographics. Conor is also the Founder of Peachtree Creek Investments and has more than a decade of experience in portfolio management and risk management. Conor has broad economic and financial market expertise and offers insights into what’s happening in all the financial markets. He’s been a contributor to the Atlantic and Business Insider and resides in Atlanta.

Here’s a glimpse of what you’ll learn: 

  • Conor Sen shares his background and how he ended up writing for Bloomberg Opinion
  • Peachtree Creek Investments and what it provides 
  • Why housing markets are top of mind right now 
  • The cause for the growth of home builders and why big builders are efficient while the local builders aren’t 
  • Challenges the housing markets are facing trying to deliver homes 
  • Conor talks about the interest rates in the housing market and how mortgage rates are causing people to overbid for a home 
  • Are we facing risks that could derail our plans and expectations?
  • Conor talks about the millennial demographic in terms of job creation and household formation
  • Why investors and individuals buying properties are increasing 
  • 2021 highlights that surprised Conor and predictions for the future 
  • Macro trends that people should pay attention to and macro themes people have not heard of yet
  • Zoom towns and mixed-use developments and the opportunities that are arising as a result

Featuring Mike Simonsen, CEO of Altos Research

A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.

Resources mentioned in this episode:

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 See you next week!