chasengreg
Short-form, market-oriented commentary from chasengreg (@chasengreg) on housing supply, new construction financing, and urban/multi-family density. Views center on how regulations and financing practices affect homebuilding and the investment case for builder-related securities.
Past bets that played out
Consistently emphasizes a pro-new-construction/homebuilder supply thesis: projects commonly rely on buyer deposits/commitments (“skin in the game”), and well-intentioned laws or regulations can unintentionally reduce housing supply. No single-stock calls; the actionable framing is sector-level — supportive of homebuilders and sensitive to regulatory risk.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
What this channel is watching now
Focus on homebuilding and housing supply dynamics, with particular attention to ETFs and builders including ITB, XHB, DHI, LEN, BLDR, and LVDS. Commentary rates conviction modestly (avg convictions ~0.3–0.4) and is based on anecdotal and policy-observation evidence rather than detailed financial models.
Latest videos and market context
No video content was identified in the recent sources. Recent posts are short-form social commentary and tweet threads about housing finance, density preferences, and project financing norms.
g chasen @ChasenGreg Jan 10, 2025 Replying to @AMCKunneke Also no vents or eaves and tempered glass windows. Lucky th...
A personal anecdote about home/building features (no vents/eaves, tempered glass windows, concrete perimeter wall) and a neighbor’s car in a driveway—likely discussing fire/safety outcomes. No explicit market, company, or sector implications are stated.
Pinned g chasen @ChasenGreg Jan 9, 2025 No words really - just a horror show. Some of the design choices we made here...
The source text is a vague social post (Jan 9, 2025) describing an unspecified “horror show” where some design choices helped and luck played a role. It provides no identifiable company, product, sector, catalyst, numbers, or timeline beyond the post date, so it is not directly tradable as-is.
@DavidPiotrowski 3% 5 days
The source contains no market, company, or ticker-specific information beyond the fragment “3% 5 days,” so there is no actionable thesis or tradable setup to extract.
@PanchoPepeKage @realsaadasad Buyer skin in the game is how new condos get financed and built in most places. Laws th...
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Proof-backed call history
Recent activity includes short social posts analyzing how buyer deposits finance condo projects, expressing pro–multi-family density preferences, and commenting on small-format market fragments. The archive contains no detailed company-specific research or tradable setups.
A personal anecdote about home/building features (no vents/eaves, tempered glass windows, concrete perimeter wall) and a neighbor’s car in a driveway—likely discussing fire/safety outcomes. No explicit market, company, or sector implications are stated.
A personal anecdote about home/building features (no vents/eaves, tempered glass windows, concrete perimeter wall) and a neighbor’s car in a driveway—likely discussing fire/safety outcomes. No explicit market, company, or sector implications are stated.
A personal anecdote about home/building features (no vents/eaves, tempered glass windows, concrete perimeter wall) and a neighbor’s car in a driveway—likely discussing fire/safety outcomes. No explicit market, company, or sector implications are stated.
The source text is a vague social post (Jan 9, 2025) describing an unspecified “horror show” where some design choices helped and luck played a role. It provides no identifiable company, product, sector, catalyst, numbers, or timeline beyond the post date, so it is not directly tradable as-is.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Post argues that requiring meaningful buyer deposits/commitments (“skin in the game”) is a common way to finance/build new condo projects, and that well-intentioned housing laws/regulations can inadvertently reduce new housing supply, contributing to today’s housing shortage. No specific companies or tickers are mentioned; the actionable angle is a general pro-new-construction / pro-homebuilder supply thesis and a regulatory-risk framing.
Tweet expresses a personal preference for living in a high-density, multi-unit building on a large lot (7 floors), with no investment-relevant details beyond a generic pro–multi-family/urban density sentiment.
About this channel
chasengreg publishes concise commentary on housing supply, construction financing practices, and the regulatory environment shaping new-home production. Posts aim to highlight supply-side explanations for housing shortages and the sectoral implications for homebuilder-related securities and ETFs.
@chasengreg
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Unlock the full track record
Follow @chasengreg for succinct, supply-focused takes on housing and homebuilding. Use these views as a starting point for further, deeper due diligence before making investment decisions.