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Tech relative price performance vs. S&P 500 since 1926

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US equity vs. International equity 5-year monthly rolling returns since 1975

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Mortgage payments as a % of median household income since 1989

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Inflation-adjusted monthly mortgage payment: 1989-2023

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Monthly mortgage payment: 1989-2023

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30-Year Mortgage Rate Minus 10-Year Treasury Rate Since 1987

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Buying vs. Renting in America since 1970

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Periods of US International equity outperformance (1969-2022)

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Private real estate has produced favorable risk-adjusted returns

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Good days happen in bad markets and missing them has been costly

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