On prices, rent, and mortgage:
- Homeowners Are Pouncing on the Tiniest Drop in Mortgage Rates. A small drop in rates in recent weeks triggered an outsize response from borrowers – Wall Street Journal
- Refinancing Activity Surges in September – NAHB
- New approach to credit scoring data could reshape US home lending. Shares of Equifax and Experian sink after Fair Isaac Corp moves to sell its ratings directly to industry data groups – FT
- Credit bureaus snubbed in ‘Fico’ plan to sell mortgage scores direct to users. Shares of Equifax and Experian sink after Fair Isaac Corp moves to sell credit scores directly to industry data groups – FT
- October ICE Mortgage Monitor: “Home Prices Firm” in September, Up 1.2% Year-over-year – Calculated Risk
- Home Prices Surge to Five Times Median Income, Nearing Historic Highs – Harvard Joint Center for Housing Studies
- September 2025 Monthly Housing Market Trends Report – Realtor.com
- Asking Rents Mostly Unchanged Year-over-year – Calculated Risk
- Is the Housing Market Stabilizing? – Home Economics
On sales, permits, starts, and supply:
- Architects: Heed the Construction Slump – Home Economics
- The Housing Shortage Is Over (Sort Of) – Bloomberg
- Supply-Side Cost Pressures Drove Housing as Inflation Leader in 2024 – NAHB
- Recent tariffs threaten residential construction – Brookings
- Shorter Apartment Construction Time in 2024 – NAHB
- Trump Urges Homebuilders To Boost Construction and Stop ‘Sitting on Empty Lots’ – Realtor.com
- Minority-Owned Residential Building Firms Continue to Rise – NAHB
- 1st Look at Local Housing Markets in September – Calculated Risk
- Trump Urges Homebuilders To Boost Construction and Stop ‘Sitting on Empty Lots’ – Realtor.com
- Remodeling Market Sentiment Improves in Third Quarter – NAHB
- Part 1: Current State of the Housing Market; Overview for mid-October 2025 – Calculated Risk
- Tiny Homes Aim to Address Shortage on Lakota Reservation. A local Y.M.C.A. branch in South Dakota partnered with a Brooklyn-based firm to design tiny homes as existing two-bedrooms swell with 10 to 15 people. – New York Times
- Fed Officials Discussed Risk of Housing Market Collapse at Recent Meeting to Cut Interest Rates – Realtor.com
On other developments:
- What the Government Shutdown Could Mean for Housing – Zillow
- Housing Affordability? Build, Baby, Build – AEI
- Government Shutdown Adds Uncertainty to Housing Market as Mortgage Rates Tick Up Again – Realtor.com
- Shutdown Adds to the D.C. Housing Market’s Challenges. Many federal workers who took buyouts earlier this year aren’t getting paid, and the government shutdown could add to region’s unemployment – Wall Street Journal
- 93% of Americans Say Housing Costs Are Too High—and These Are the Factors They Blame – Realtor.com
- The Atlanta Fed Examines Housing Affordability Challenges in Music City – Atlanta Fed
- Cash is King: Trends in All-Cash Home Sales – Realtor.com
- Homebuyer Sentiment Remains Muted as Most Say It’s Still a Bad Time to Buy – Realtor.com
- Is New Housing Popular? It depends who you ask, how you ask, and when you ask. – Reason
- How Zillow makes renting easier, fairer and more affordable for everyone. By partnering with trusted platforms like Redfin and Realtor.com, Zillow is expanding access to rental listings, lowering costs for housing providers, and providing renters with a clearer and simpler way to find their next home – Zillow
- Quantitative easing and housing inflation post-COVID – Brookings
- How the Affordable Rental Housing Crisis is Hurting Hispanics – CEPR
- Single-Family vs. Multifamily Homes—Which Builds Equity Faster? – Realtor.com