Spot on analysis as usual Mara. Ouch on that pozo with monthly adjusted CAC. Was great while the blue dollar was high but who knows how those will go. We have only been buying locked in USD but not many if anyone wants to do that now. Prices will have to go up on new construction.
Everything that is happening in the real estate market we predicted in August 2023 when we started buying again at the bottom. The real estate market should continue to do well over the next several years.
Spot on analysis as usual Mara. Ouch on that pozo with monthly adjusted CAC. Was great while the blue dollar was high but who knows how those will go. We have only been buying locked in USD but not many if anyone wants to do that now. Prices will have to go up on new construction.
Everything that is happening in the real estate market we predicted in August 2023 when we started buying again at the bottom. The real estate market should continue to do well over the next several years.
Great and super helpful breakdown. Nice work