On prices, rent, and mortgage:
- Realtors Believe House Prices Set To Skyrocket in California Beach Town – Realtor.com
- September ICE Mortgage Monitor: Annual home price growth was 1.5% in August. However, “home price growth has already begun to cool again” – Calculated Risk
- Custom Home Premium Highest Since 2011 – NAHB
- The Stagnant Housing Market Is About to Face a 7% Mortgage. The housing market is approaching the highest mortgage rate since January 2025, likely spooking home buyers and home builders even more – Wall Street Journal
- Can the Housing Market Survive More Fed Rate Hikes? – Realtor.com
- The Stagnant Housing Market Is About to Face a 7% Mortgage. The housing market is approaching the highest mortgage rate since January 2025, likely spooking home buyers and home builders even more – Wall Street Journal
- High mortgage rates to keep US housing market revival elusive – Reuters
- Rent Control’s Revenge. While San Francisco’s mayor calls for more rent control, Providence’s mayor loses his primary for opposing the policy. – Reason
On sales, permits, starts, and supply:
- Existing Home Sales Fall despite Improved Inventory – NAHB
- US home sales slowest in more than a year as mortgage rates and prices climb. Housing market has been stymied by borrowing costs, as Iran war pushed mortgage rates higher – The Guardian
- Congress took action on housing. Now, supply and affordability gains depend on implementation. – JPMorgan Chase
- Airbnb Sets Up $250 Million Fund to Invest in Housing Construction. Short-term rental platform pledges to fill financing holes that have stalled developments – Wall Street Journal
- Single-Family Permitting Declines Through July as Multifamily Activity Remains Stronger – NAHB
- Builder Sentiment Falls on Higher Interest Rates and Costs – NAHB
- Developers are learning to love Zohran Mamdani. New York’s socialist mayor wants a housing boom – The Economist
- Housing Starts Decreased to 1.275 million Annual Rate in August – Calculated Risk
- Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions. The homebuilding company said it expects full-year home deliveries of between 80,000 and 81,000 homes – Wall Street Journal
On other developments:
- 15th Annual Housing Center Conference on October 28-29 – AEI
- August 2026 Luxury Housing Report: The 1% – Where Ultraluxury Stands Out – Realtor.com
- Rings to Roofs, Part I – AEI
- High Frequency Data: Purchase Applications Weak. Builder Confidence Falls Further – Calculated Risk
- Foreclosure Activity Remains Above Year-Ago Levels in August 2026 – ATTOM