On cross-country:
- The Anglosphere needs to learn to love apartment living. Housebuilding rates in English-speaking states have fallen behind the rest of the developed world – FT
- Credit Suisse Brings US Bank Panic Home for European Real Estate. Investors worry about contagion at annual Cannes conference. Concern over rates and further turmoil chills property lending – Bloomberg
- Where High Interest Rates Have Sent Home Prices Sliding. In Sweden, the central bank’s fight against inflation is crimping economic growth and has contributed to a 15 percent drop in home prices. – New York Times
- 2023 Demographia International Housing Affordability Survey – Demographia
On the US—developments on house prices, rent, permits and mortgage:
- February Housing Starts: Housing Starts Increase More Than Expected As Builder Confidence Edged Higher. The increase in builder confidence and housing starts are signs housing demand is thawing from last year’s deep freeze. – Zillow
- U.S. single-family housing starts, building permits rebound in February – Reuters
- NAHB 2023 “Priced Out” Estimates – State and Local Estimates – NAHB
- House Prices: Rust or Bust? It is possible the Median House Price will be Down YoY in February – Calculated Risk
- Home Prices Inched Up in February, as Some Home Shoppers Braved the Gauntlet of Low Inventory and High Mortgage Rates (February 2023 Market Report) – Zillow
On the US—other developments:
- How the Housing Market Could Be Affected by Bank Failures – Barron’s
- US mortgage market suffers fallout from bank failures. Volatility in bonds and stocks has left lenders on sidelines of $11tn home loans-backed securities market – FT
- Black-White Homeownership Gap Narrows During Pandemic – Zillow
- Lawler: Early Read on Existing Home Sales in February. 3rd Look at Local Housing Markets in February – Calculated Risk
- California Wildfires, Property Damage, and Mortgage Repayment – Philadelphia Fed
- Households Priced Out by Higher Interest Rates – NAHB
- NAR: Existing-Home Sales Increased to 4.58 million SAAR in February; Median Prices Declined YoY. Median Prices Down 12.3% from Peak in June 2022 – Calculated Risk
- Existing Home Sales Surged in February – NAHB
- New Home Sales at 640,000 Annual Rate in February – Calculated Risk
On China:
- China Real Estate Showing Signs of Recovery After Slump. Home sales, prices snapped losing streak of more than a year. Investment continued to fall but at a much slower pace – Bloomberg
- Long-run mechanism for house price regulation in China: Real estate tax, monetary policy or macro-prudential policy? – IDEAS
- Measuring real estate policy uncertainty in China – China Economic Quarterly International
On other countries:
- [Mexico] Mexico’s housing market improving gradually – Global Property Guide
- [Netherlands] Netherlands’ house prices are now falling rapidly – Global Property Guide
- [Turkey] Turks Are Latest to Rebel Over Foreigners Buying Homes, Want Ban – Bloomberg
- [United Kingdom] UK Property Sellers Lift Asking Prices Despite Worry About Slump. Rightmove survey indicates strength in the UK housing market. Some indicators show housing market is headed for a decline – Bloomberg