On prices, rent, and mortgage:
- US Housing Outlook: Higher Mortgage Rates Not Helpful – Apollo
- Mamdani confronts the politics of property taxes as rent freeze looms. Larger rental buildings, including those that would be affected by Mamdani’s proposed rent freeze, face a higher tax burden than other homes. – Politico
- Case-Shiller: National House Price Index Up 0.9% year-over-year in January. FHFA House Prices up 1.6% YoY in January – Calculated Risk
- Freddie Mac House Price Index Decreased in February; Up only 0.4% Year-over-year. Punta Gorda House Prices Down 23% from Recent Peak, Austin Down 18% – Calculated Risk
- FHFA’s Q4 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores – Calculated Risk
- U.S. FHFA House Price Growth Continues to Decelerate in January – Haver Analytics
- US single-family home prices rise moderately in January, FHFA says – Reuters
- The Iran war is raising your mortgage rate. Inventory is finally rising, but war-driven increases in mortgage rates are making it harder for buyers to take advantage. – Slow Boring
On sales, permits, starts, and supply:
- Are New York’s Environmental Concerns Worsening a Housing Shortage? Gov. Kathy Hochul is proposing to exempt a majority of new housing from state environmental reviews, arguing that sufficient safeguards are in place at the local level. – New York Times
- How to Keep the Suburbs Tenant-Free. The housing bill now in Congress may seek to increase the housing supply—but not for renters. – The Atlantic
- Japan Is Placing a Multibillion-Dollar Bet on the U.S. Housing Market. Home construction is slowing, but Japanese investors and builders are moving in anyway and soon will own 6% of the business in America – Wall Street Journal
- Reconciliation 2.0 Should Put Housing Supply First – Cato
- Supply Struggles: A Multifamily Melodrama – Richmond Fed
- Trump Tax Law’s Affordable Housing Boost Hits Snag – Bloomberg
On other developments:
- The Evolving Role of Single-Family Rental Investors—and How They Can Leverage Their Property Management and Rehab Capacity for Greater Impact – Urban Institute
- Housing Is Stable, but Still Out of Reach for Many Americans. As mortgage rates rise and home prices remain elevated, Wharton’s Susan Wachter explains why the U.S. housing market’s core problem is not financial instability, but affordability — and what can be done to address it. – Wharton
- Bad Policy Made Housing Unaffordable. We are simply asking the Trump administration to reform an outdated system. – Wall Street Journal