On prices, rent, and mortgage:
- Inflation Adjusted House Prices 0.8% Below 2022 Peak. Price-to-rent index is 7.5% below 2022 peak – Calculated Risk
- ICE Mortgage Monitor: Home Prices Continue to Cool – Calculated Risk
- Prices for New Homes Continue to Drop as Existing Rises – NAHB
- Renters Are Paying More Than Ever—Here’s Where Rents Have Spiked the Most – Realtor.com
- Asking Rents Mostly Unchanged Year-over-year – Calculated Risk
- Falling Rents Are Holding the Housing Market Captive. A historic wave of apartment construction has kept rental prices down in much of the US, allowing would-be buyers to put off purchasing decisions. – Bloomberg
- Trump budget would slash rental aid by 40% — and let states fill the gap if they want – NPR
- See Where Home Prices Are Rising and Falling the Most. Markets in Florida and Texas with lots of inventory post biggest price declines, while prices in Northeast and Midwest rise – Wall Street Journal
- Sellers in Sun Belt Cities Are Slashing Home Prices the Most—and the Majority of Cuts Are in Florida – Realtor.com
- High mortgage rates and tariff uncertainty drag on US housing market. Trump’s trade wars and federal job cuts lead to stagnation during what should be peak selling season – FT
- Mortgage Activity Levels Off in April as Rates Increase – NAHB
- April 2025 Monthly Housing Market Trends Report – Realtor.com
- 3 Reasons Why Houses Are So Expensive Right Now – Redfin
- Could climate change trigger the next subprime mortgage crisis? Climate change is quietly corroding the foundations of the U.S. housing market. The result could be disastrous. – Fast Company
On sales, permits, starts, and supply:
- Canadian Snowbirds Are Selling. Which housing markets are most vulnerable? – Home Economics
- March Private Residential Construction Spending Dips – NAHB
- Federal opportunities to build housing supply and advance affordable homeownership – JP Morgan Chase Policy Center
- Would the Housing Crisis Ease if Boomers Rented Out Their Empty Rooms? Millions of single-family homes are underused, on spacious lots. Refitting them for “roommate houses” or backyard cottages could make a difference. – New York Times
- 69 housing markets where higher inventory is tipping scales to buyers. Among the nation’s 200 largest housing markets, these 69 metro areas now have active inventory at or above 2019 pre-pandemic levels. – Fast Company
- Residential Building Worker Wage Growth Slows Amid Softer Labor Market – NAHB
- Former V-P Mike Pence warns Trump’s tariffs could lead to US shortages – The Straits Times
- 1st Look at Local Housing Markets in April – Calculated Risk
- Multifamily Developer Confidence Falls in the First Quarter – NAHB
On other developments:
- Is Florida’s Downturn Coming for the Rest of the Country? It feels a bit like 2004 – Home Economics
- Americans’ Satisfaction With ‘Good, Affordable Housing’ in U.S. Plunges—Here’s Why – Realtor.com
- Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in March. Multi-Family Delinquency Rate Equals Highest Since 2011 (ex-Pandemic) – Calculated Risk
- April 2025 Monthly Housing Market Trends Report – Realtor.com
- Homeownership further out of reach as rising prices, high mortgage rates widen affordability gap – AP
- Fitch Ratings to Host Webinar on State of the U.S. Housing Economy – Fitch
- Supporting bipartisan policies to tackle the national housing supply shortage – JP Morgan Chase
- Trump Seeks to End Permanent Supportive Housing for the Chronically Homeless. More than 300,000 people live in such housing, all chronically homeless and disabled. Many are veterans. – New York Times
- Market Volatility Is Already Making the Housing Shortage Worse. What an Arizona land investor is seeing in the market – Bloomberg
- Proposed cuts to housing programs could affect millions, experts warn. The White House proposed slashing funding for Section 8 and other federal programs by about 43 percent, saying it will “fix our broken federal housing policy.” – Washington Post
- Problems With Low-Income Housing Tax Credits. State and local governments should reassess zoning rules, land-use regulations, and permitting requirements that raise costs and slow construction, particularly for multifamily housing. – Cato
- Home Equity Dips Slightly During First Quarter But Remains Near Historic Highs – ATTOM