On prices, rent, and mortgage:
- Identifying Undervalued ZIPs – Home Economics
- Case-Shiller: National House Price Index Up 1.5% year-over-year in August. FHFA House Prices up 2.3% YoY in August – Calculated Risk
- US single-family home prices increase in August, FHFA says – Reuters
- Home Price Growth Slows – NAHB
- US single-family home prices increase in August, FHFA says – Reuters
- Inflation Adjusted House Prices 2.8% Below 2022 Peak. Price-to-rent index is 10.2% below 2022 peak – Calculated Risk
- Lower Interest Rates Fail to Offset Effects of High Home Prices – Harvard Joint Center for Housing Studies
- Home Prices Likely Cooled in August. That’s Good News for Some Buyers. – Barron’s
- Distribution of Mortgage Rates – Apollo
- NMHC on Apartments: Market conditions “Soften” in Q3. Leading indicator for Rents and Apartment Vacancies Negative in Q3 – Calculated Risk
- The market-defying appeal of assumable mortgages. Savvy buyers in the US are wising up to properties packaged up with a historic loan — and a surprisingly low interest rate – FT
- US Mortgage Rates Fall to 6.3%, Boosting Purchase Activity – Bloomberg
On sales, permits, starts, and supply:
- Existing Home Sales Increase in September – NAHB
- NAR: Existing-Home Sales Increased to 4.06 million SAAR in September. Median House Prices Increased 2.1% Year-over-Year – Calculated Risk
- Will New York Voters Choose to Speed Up Housing Construction? – New York Times
- Homebuilders push new frontier for Fannie and Freddie: Construction loans. The policy has had industry interest for years, but recent Trump posts may add – Politico
- A Better Way to Fix Housing. Rather than end the 30-year mortgage, why not build more units? – Wall Street Journal
- Final Look at Housing Markets in September and a Look Ahead to October Sales – Calculated Risk
- D.R. Horton Says Wary Buyers Will Continue Demanding Incentives. The home builder’s fourth-quarter gross margin on home sales fell to 20% from 21.8%, which it attributed mostly to offering larger incentives – Wall Street Journal
- Fannie and Freddie: Single Family Delinquency Rate Increased in September. Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic) – Calculated Risk
- Pending Home Sales Flat Despite Lower Rates – Realtor.com
- Which Local Markets Track National Trends the Most: 2024 Single-Family MAI – NAHB
- California’s New Redistricting Maps Could Quietly Reshape Real Estate Markets – Realtor.com
On other developments:
- The Fall 2025 Wall Street Journal/Realtor.com Housing Market Ranking – Realtor.com
- The Fed’s MBS Problem: How QE Helped Inflate Housing Markets – Cato
- The Debate Had a Lot of Housing Talk, but the Next Mayor Needs Bigger Ideas – New York Times
- Budget-Friendly Boston-Area Metro Remains the Top Affordable Housing Market in the U.S. – Realtor.com
- America’s Top Affordable Housing Market Revealed—5 Key Takeaways – Realtor.com
- ‘More Abundant, Diverse and Affordable’: Missing Middle Housing Proposed as Solution to Housing Crisis in Massachusetts – The Harvard Crimson
- September 2025 Luxury Housing Report: More for Your Money – Realtor.com
- Ranked: U.S. States With the Highest Homelessness Rates – Visual Capitalist
- Austin’s Housing Bust Is Just What America Needs – Bloomberg
- Stretched Thin: The Housing Cost Crisis – Boston Fed
- A Critique of the Urban Institute’s Panel Study on Land Use Reforms to Impact Housing Supply: Evidence of Severe Methodological Gaps – AEI
- The Great Housing Gridlock: Why It Could Spark The Next Market Shift – Seeking Alpha
- The Hidden Cost of ‘Affordable Housing’. What happens when liberal cities try to circumvent the market – The Atlantic
- Buyers may soon lose their edge in Phoenix housing market – Axios
- How Federal Policy Locked Homeowners—and the Housing Market—in Place – Cato
- Zombie Foreclosure and Vacancy Rates Creep Down – ATTOM