On cross-country:
- Taming the World’s Affordable Housing Crisis – Insead
- The EU’s plan to make housing more affordable. The European Commission has a plan to tackle the housing squeeze even as it acknowledges that its powers are limited. – Politico
- Why does the Anglosphere Suck at Housing? Speaking English is part of the problem – Home Economics
- Global house price growth accelerates. House prices across our 56-country basket rose by 3.3% in the 12 months to the end of June, with prices increasing by 1.9% over the past three months alone – Knight Frank
Working papers and conferences:
- Monetary policy transmission: why consumers’ housing situations matter. – European Central Bank
- Long-term fixed-rate mortgages through an international lens: could they lead to higher home ownership? – Bank of England
- House Price Experiences and Consumer Spending – SSRN
- Housing Policy, Homeownership, and Inequality – SSRN
On the US—developments on house prices, rent, permits and mortgage:
- Why have mortgage rates fallen, and where are they headed? – Brookings
- US 30-Year Mortgage Rate Climbs by Most in More Than a Year – Bloomberg
- Asking Rents Mostly Unchanged Year-over-year – Calculated Risk
- Why Mortgage Rates Haven’t Fallen Since the Fed Cut. Would-be home buyers anticipating more relief from the Fed might be waiting a while – Wall Street Journal
- 1st Look at Local Housing Markets in September. Significant Regional Differences for Active Inventory – Calculated Risk
- NYC Apartment Renters Get a Break But Bargains Remain Elusive. Manhattan median is $200 below record after string of declines. Leases jump, signaling the market’s still fiercely competitive – Bloomberg
- Remodeling Market Sentiment Dips in Third Quarter – NAHB
- Moody’s: Apartment Vacancy Rate Unchanged in Q3; Office Vacancy Rate at Record High – Calculated Risk
- Housing Confidence Inches Higher Amid Record-High Optimism Toward Mortgage Rates. Renter Sentiment Also Up, Including Share Expecting Rates to Fall – Fannie Mae
- Mortgage rates are rising again. An uptick in rates slowed total loan applications after several months of growth – Quartz
- Despite Housing Shortage, America Has 5.6 Million Vacant Homes—What Gives? – Realtor.com
On the US—other developments:
- Removing Barriers to Abundant, Affordable Housing. InsideSources published an op-ed from Kevin DeGood about the role that state and local governments play in America’s housing affordability crisis. – Center for American Progress
- Americans Recognize Housing Affordability Crisis, Support New Policies To Fix the Market and Build More Homes. New survey data show housing affordability is a salient national issue. – Center for American Progress
- Contra J.D. Vance and Tim Walz, Housing Should Be a ‘Commodity’. Housing is unaffordable because regulations have prevented its commodification. – Reason
- Why YIMBYs like Kamala Harris – Axios
- The link between immigration and housing costs isn’t as obvious as it seems – Axios
- Gavin Newsom’s blunt instrument on housing – Politico
- The Week in Review. Week of Sept 30th — Payrolls pop – Home Economics
- San Francisco’s mayoral election defined by housing crisis and shift to right – Reuters
- Housing costs are rising. How do Trump and Harris plan to tackle them? – NPR
- Manufactured Homes: Shipments, Prices, and Characteristics in 2023 – NAHB
- ICE Mortgage Monitor: Insurance Costs “Spike”, Especially in Florida – Calculated Risk
- See Where the Housing Market Could Change the Most as Mortgage Rates Drop – Realtor.com
- Soaring Insurance Costs Are Menacing Owners of Big Buildings, Too. Struggling landlords and developers are seeking leeway on coverage from their lenders — mostly in vain. – New York Times
- State of Local Homeownership Prior to the Election – NAHB
On Australia and New Zealand
- [Australia] Downsizing How Australia’s housing crisis opens door for eager Asian investors. The factors in Australia’s affordability crisis can be seen elsewhere in Asia, making it important for investors not to overlook their own markets – South China Morning Post
- [New Zealand] Difficult mortgage decisions for borrowers likely to continue – CoreLogic
On other countries:
- [Canada] Buying a home gets a tad more affordable as rates drop – RBC
- [Canada] Can private real estate help lead Canada out of the housing crisis? – Bloomberg
- [Korea] Korea Touts Progress in Cooling Real Estate Ahead of BOK Meeting. Finance Ministry comments just days before Bank of Korea meets. BOK has delayed cutting interest rates on concerns about debt – Bloomberg
- [Korea] Cooling in Seoul’s Apartment Market Pauses Ahead of BOK Meeting. High-frequency data show top properties demand still strong. Government continues to pledge to rein in household debt – Bloomberg
- [Kuwait] Why Housing Prices in Kuwait Keep Going Up? Unveiling the Drivers Behind the Crisis – LSE
- [Hong Kong] Hong Kong property prices have ‘bottomed out’ and will ‘rebound slowly’, sector leader says. Recent strength in stock market can help drive economic recovery and boost property sector, head of developers’ association says – South China Morning Post
- [United Kingdom] UK property market strengthens, pressure on renters intensifies, RICS says – Reuters
- [United Kingdom] UK house prices rising for first time in two years – Yahoo Finance