"Immigrants are to blame for housing prices"

If true, prices would have risen between 2007 and 2014..

Correlation ≠ Causation

Two things happening at the same time doesn't mean one causes the other. Housing prices depend on dozens of factors: interest rates, speculation, tourism, social housing supply, available land...

The counter-example: 2007–2014

Foreign population

9.94% → 10.06%

Change: +0.12 pp

Housing price (HPI)

101.1 → 66.1

Change: -35 pts

During the housing crisis, the foreign population stayed high. Prices crashed anyway.

Comparative evolution: Prices vs Immigration (2007–2024)

HPI (Base 2015=100)
% Foreign population

Sources: INE — IPV (tabla 25171) · INE — Padrón Continuo (tabla 9689)

Red zone: 2007–2014 period where the correlation breaks.

The data doesn't deny that demand affects prices. But immigration is only a small part of demand.

The largest price movements coincide with interest rate changes, speculative bubbles, and housing policy. Not with migration flows.

Factors that do affect the price

  • Tipos de interés (BCE)
  • Oferta de vivienda nueva
  • Especulación y fondos de inversión
  • Vivienda turística (Airbnb)
  • Falta de vivienda social
  • Suelo urbanizable disponible
  • Costes de construcción

Full series 2007–2024

Year HPI % Foreigners
2024 165.4 14.1%
2023 153.1 12.37%
2022 141.4 11.4%
2021 130.6 11.33%
2020 126.9 11.04%
2019 124.2 10.31%
2018 118.4 9.78%
2017 110.8 9.5%
2016 104.7 9.51%
2015 100 9.59%
2014 66.1 10.06%
2013 66.2 10.86%
2012 73.7 11.18%
2011 85.8 11.38%
2010 91.5 11.62%
2009 93.2 11.65%
2008 99.2 11.14%
2007 101.1 9.94%

About this data

  • CORRELATION DOES NOT IMPLY CAUSATION: two variables moving together does not mean one causes the other
  • Housing prices depend on many factors: interest rates, supply, speculation, tourism, etc.
  • Between 2007–2014 the foreign population grew while prices FELL (housing crisis)
  • HPI measures actual transaction prices (notarial records), not listing prices
  • Population data excludes undocumented residents

Want to see more data on immigration in Spain? See: "Spain is full of immigrants" →

The data is there. Simple explanations are often incomplete.