On prices, rent, and mortgage:
- Housing Doesn’t Need Higher Prices—It Needs More Homes – AEI
- A 25-Basis-Point Decline in the Mortgage Rate Prices-In 1.42 Million Households – NAHB
- Case-Shiller: National House Price Index Up 1.3% year-over-year in December. FHFA House Prices up 1.8% YoY in December – Calculated Risk
On sales, permits, starts, and supply:
- The ripple effects of banning institutional purchases of single-family rentals – Brookings
- Warren urges Trump to press GOP on reining in Wall Street’s housing purchases. “If Trump wanted to make real changes that would lower costs for the American people, we can make that happen,” said the Massachusetts Democrat. – Politico
- Pending Home Sales Slip in January – Realtor.com
- White House Offers New Details on Its Push to Ban Housing Investors. Trump wants to prohibit investors that own more than 100 homes from buying more, potentially banning hundreds of investment firms – Wall Street Journal
- New Home Sales Close 2025 with Modest Gains – NAHB
- New-Home Sales Heat Up To End 2025, but Annual Total Falls Short of 2024 – Realtor.com
- On the Q4 Advance Release: GDP vs. “Core GDP” and Residential Investment – Econbrowser
- 1.600 million Total Housing Completions in 2025 including Manufactured Homes. Altos: Active single-family inventory was up 1.4% week-over-week – Calculated Risk
- High-End Construction Really Does Help Everyone. A new rung at the top of the housing ladder permits people lower down to climb up. – The Atlantic
- AEI State Housing Supply Legislative Update – AEI
- US single-family home price growth slows in December, FHFA says – Reuters
- Housing’s Share of GDP Declined Further at the End of 2025 – NAHB
On other developments:
- Trump Vows To Make Housing Affordable While Keeping Values Up as He Praises the ‘Golden Age of America’ in State of the Union Speech – Realtor.com
- Trump administration moves to end housing assistance for mixed immigration families – Reuters
- It’s a Buyer’s Market, but Homeownership Eludes Many Americans. A growing split between low-to-middle-income families and wealthy households is changing who has access to homeownership now. – New York Times
- Four Years Into the High-Rate Era: How the Housing Market Changed and Why Prices Didn’t Reset – Realtor.com
- Beyond the State of the Union: Continuing a path to housing affordability – Zillow
- The Housing Market Is Tilting Back Toward Buyers. After years of bidding wars, there are now more sellers than buyers, forcing price cuts — even as high rates continue to narrow the entryway. – New York Times
- Colorado’s Distinct Trends in Affordable Housing Development. Low-Income Housing Tax Credits (LIHTC) are among the most common financing tools for the development of affordable housing units. Over the past 15 years, the development of LIHTC-funded housing units decelerated nationwide but accelerated in Colorado. – Kansas City Fed