On prices, rent, and mortgage:
- ICE Mortgage Monitor: Home Prices Continue to Cool – Calculated Risk
- Housing Finance Watch (Week 14, 2025) – AEI
- Asking Rents Mostly Unchanged Year-over-year – Calculated Risk
- Why the US mortgage market is addicted to big government. Government guarantees on securitised home loans make them generally low risk — but Trump’s policymaking raises concerns – FT
- Event: Mortgage Giants at a Crossroads: Would Re-Privatization of Freddie & Fannie Help or Hurt Housing? On April 17 – Harvard Joint Center for Housing Studies
- Refinancing Continues to Drive Mortgage Activity in March – NAHB
- US home price insights – April 2025 – Cotality
On sales, permits, starts, and supply:
- Housing market power shift: 7 states where buyers are gaining leverage. ResiClub analyzed end of March 2025 housing inventory data just released from Realtor.com. Here’s what it shows. – Fast Company
- March 2025 Monthly Housing Market Trends Report – Realtor.com
- Homebuilders got a bit of a break from Trump’s tariffs, but the housing market could still suffer. Even as lumber and other building materials were exempted from tariffs, market uncertainty could cause buyers and sellers to rethink their plans. – Yahoo Finance
- 58 housing markets where inventory has spiked, and homebuyers have gained power. Among the nation’s 200 largest housing markets, these 58 metro areas now have active inventory at or above 2019 pre-pandemic levels. – Fast Company
- Almost Half of the Owner-Occupied Homes Built Before 1980 – NAHB
- 1st Look at Local Housing Markets in March – Calculated Risk
- Part 1: Current State of the Housing Market; Overview for mid-April 2025 – Calculated Risk
- US houses are shrinking as inflation pushes ‘McMansions’ out of reach. Even in Texas, the American dream of home ownership is being downsized because of an affordability crisis – FT
- The Case for Single-Stair Buildings. How a Code Reform Could Make Housing More Affordable—Without Sacrificing Safety – City of Yes
- How DC densified. Washington, DC, has avoided the worst price rises that have plagued other American cities. Arlington might be the reason. – The Works in Progress Newsletter
- Remodeling Market Sentiment Down in First Quarter – NAHB
On impact of tariffs on housing:
- Trump Pauses Tariffs on Most Countries for 90 Days, Sending Stocks Soaring and Relieving Pressure on Housing Market – Realtor.com
- Trump’s Tariffs Are Expected To Raise New-Home Costs by $9,200—and These States Will Feel the Most Pain – Realtor.com
- Tarek El Moussa Says Homebuilders and First-Time Buyers Will Be Hit Hardest by Trump’s Tariffs – Realtor.com
- Trump’s Tariffs Will Affect Homebuilding—but Mortgage Rates Inch Down Another Week – Realtor.com
- Mortgage rates sink on Trump tariffs, but other costs may deter buyers – Axios
- Will tariffs affect mortgage rates? What to know about the housing market. Experts say it’s not immediately clear how President Trump’s new tariffs will affect borrowers, but building costs might rise and volatility may follow. – Washington Post
- Trump’s Trade Wars Are Having a Very Unexpected Effect on Housing. But Not Where You Think. It’s the kind of bold federal plan that progressive Americans can only dream about. – Slate
- Tariffs Threaten to Push US Home Insurance Rates Even Higher – Bloomberg
- Why China Tariffs Are Bad News for US Housing Market – Newsweek
- Warren to Mortgage Bankers Association: Trump’s Trade War is Driving Up Housing Costs Amidst Housing Affordability Crisis – US Senate Committee on Banking, Housing, and Urban Affairs
- What Trump’s Tariffs Mean for Mortgage Rates – Time
- What a Recession Could Mean for the Housing Market – Realtor.com
On other developments:
- Americans Have $35 Trillion in Housing Wealth—and It’s Costing Them. Surging home equity is all the more important in a declining stock market. But it’s come with rising property taxes and higher hurdles for borrowing. – Wall Street Journal
- Housing Agency Aims to Relocate Its DC Headquarters. The US Department of Housing and Urban Development intends to leave its aging Brutalist building in Washington, DC. – Bloomberg
- Tariffs and Car Buying: The New, Unexpected Barrier to Homeownership – Realtor.com
- In 15 Years, 80,000 Homes in the New York Area May Be Lost to Flooding. The metro region’s housing shortage is acute. But by 2040, dozens of neighborhoods and suburbs are likely to have lost thousands of homes to floods, a new report found. – New York Times
- How Climate Change Could Make Homes Disappear. In the next 15 years, the New York area could lose more than 80,000 homes to floods, worsening the housing shortage, according to a new report. – New York Times
- Will the U.S. Housing Crisis Be Exploited for a Massive Public Lands Sell-Off? Some politicians are using the nation’s housing affordability problems as a pretense to sell off public lands—an extreme agenda that puts America’s treasured lands and waters at risk without substantively addressing housing needs. A new initiative from the Trump administration publicly promises restraint, while specific proposals from Capitol Hill tell a different story. – Center for American Progress