Russian Realty Macro Monitor

Primary vs Secondary housing prices, market distortion and RUB carry vs housing.

Primary vs Secondary

Average RUB per square meter, Rosstat quarterly data.

Primary / Secondary Ratio

Above 1 means primary housing is more expensive than secondary housing.

Primary / Secondary Z-Score

Long-term historical distortion of primary vs secondary housing prices.

RUB Carry vs Housing

Secondary YoY / Key Rate. Above 1: housing beats carry. Below 1: carry beats housing.