On prices, rent, and mortgage:
- Sunderji’s Paradox. Why rising incomes never seem to make rent more affordable – Home Economics
- The Condo Crisis. Prices are falling in most major metros – Home Economics
- Hartford tops Zillow’s forecast for hottest housing markets in 2026. Tight inventory is expected to define the most competitive markets in the year ahead. – Zillow
- Homes are on track to be affordable in 20 major US markets by year’s end. After years of strain, buyers should see small affordability wins this year – Zillow
- Inflation Outlook: It Is Not All About Housing – Apollo
- The Housing Markets Seeing the Sharpest Home Price Declines – Realtor.com
- February ICE Mortgage Monitor: “Home price growth slowed to its weakest pace in more than a decade”. Several Southern markets now have 10%+ mortgaged homes underwater – Calculated Risk
- Weaker Demand, Unchanged Lending Conditions for Residential Mortgages in Fourth Quarter – NAHB
- Trump wants lower mortgage rates. His Fed pick may push the other way. Kevin Warsh has long criticized the Fed’s $6.6 trillion balance sheet, arguing it distorts markets. Shrinking it could put upward pressure on mortgage rates. – Washington Post
- Where Are Mortgage Delinquencies Rising the Most? – New York Fed
On sales, permits, starts, and supply:
- The Size of the Housing Shortage: 2024 Data – NAHB
- The Sun Belt goes Vertical. A million new apartments, but still behind where coastal cities started. – Home Economics
- 2026 Housing Market Mood: Buyers Are Cautious, Sellers Are Showing Up, and Agents See Signs of Busier Spring Ahead – Redfin
- 1st Look at Local Housing Markets in January – Calculated Risk
- Why Building Alone Won’t Solve the Housing Crisis. An imbalance in the kind of housing getting built and rising insurance costs are impeding housing progress, according to two new reports. – New York Times
- Developers are converting empty office buildings to keep up with demand for housing – NPR
- How Hosting the Super Bowl Signals a San Francisco Real Estate Renaissance – Realtor.com
- Proposed Ban on Investors in the Housing Market Hits a Wall in Congress. White House is pressuring GOP in Congress to add an investor ban to existing housing bills, but lawmakers have pushed back – Wall Street Journal
- Foreclosure Activity Rises Annually for the Eleventh Straight Month, Extending the Trend into 2026 – ATTOM
- 2nd Look at Local Housing Markets in January – Calculated Risk
On other developments:
- House Passes Major Housing Bill Aimed at Home Affordability and To Speed Up Construction – Realtor.com
- What Is the Housing for the 21st Century Act? – Realtor.com
- On housing, Trump’s problem isn’t willpower. It’s time. Some White House allies acknowledge what they face in the coming months is less a policy fight than a messaging battle on housing. – Politico
- Will Trump’s Order on Housing Help? – New York Times
- The Right Fix for Affordable Housing Finally Hit Congress – Bloomberg
- California’s blockbuster housing legislation faces rocky rollout. State Sen. Scott Wiener, the author of Senate Bill 79, has not ruled out postponing the July 1 implementation date for the new law because of widespread confusion over what it requires. – Politico
- Unaffordable Housing Impacts How Americans Consume, Work and Invest. As housing prices climb out of reach, discouraged Americans may be reaching for crypto and other risky investments. – Bloomberg
- Maybe America Needs Some New Cities. It sounds a bit kooky to promise a whole city from scratch. But it has been done before — and might just help solve the housing crisis. – New York Times
- Two Decades of Zillow Data Show How the U.S. Housing Market Has Changed Since 2006. How shifting prices, rising housing wealth and a deepening supply gap have reshaped housing over the past 20 years – Zillow
- Homebuyers Are Gaining Leverage as Housing Market Cools—Giving Them More Time To Purchase – Realtor.com
- Is there an affordability crisis? – EconoFact Chats
- Trump housing policy is a mess and it won’t fix the US housing crisis. Deregulation alone can’t make homes affordable when rising inequality, not zoning, is what is driving prices up – The Guardian
- Is the Starter Home Making a Comeback? – Realtor.com
- Hearing on “Homeownership and the Role of the Secondary Mortgage Market”. History has proven that financial markets will provide funds for housing without the federal government socializing investors’ losses. – Cato