On prices, rent, and mortgage:
- Freddie Mac House Price Index Up 1.6% Year-over-Year. Punta Gorda House Prices Down almost 20% from Peak – Calculated Risk
- Case-Shiller: National House Price Index Up 1.7% year-over-year in July. FHFA House Prices up 2.3% YoY in July – Calculated Risk
- Inflation Adjusted House Prices 2.7% Below 2022 Peak. Price-to-rent index is 10.0% below 2022 peak – Calculated Risk
- Mortgage Rates Continue Downward Trend in September – NAHB
- Mortgage Applications Decreased in Latest MBA Weekly Survey – MBA
- Homeowners With Sub-4% Mortgage Rates Are On the Move—and They’re Buying Newly Built Homes – Realtor.com
- Falling Mortgage Rates Could Unlock These 10 Housing Markets – Realtor.com
- FHFA’s Q2 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores – Calculated Risk
- 5 Key Takeaways: Mortgage Rates Could Drop Below 6% – Realtor.com
- 80% of Outstanding Mortgage Debt Has a Sub-6% Rate – Realtor.com
- Share of Mortgages with Rates Above 6% Climbs to 10-Year High as Americans Adapt to New Normal – Redfin
- Where Falling Mortgage Rates Could Spark the Most Change – Realtor.com
- Rise of ‘Accidental Landlords’ Is Bad News for Investors Who Bet Big on Rentals. Problems in the for-sale housing market are starting to infect the rental business – Wall Street Journal
- The end of rent debt? Tenants are going on strike against their landlords. – Vox
- A rent freeze is not the answer to New York’s housing crisis. If he is elected mayor, Zohran Mamdani should concentrate on expanding supply – FT
On sales, permits, starts, and supply:
- Home Sales Fell in August, Slowed by High Home Prices. Median home price rises to $422,600, up 2% from year ago and highest price ever for month of August – Wall Street Journal
- What if local control can actually help build housing? Some places want to build. Maybe we should just let them. – Noahpinion
- Developers look to New York’s vacant offices to meet high housing demand. Manhattan has become increasingly residential since the pandemic as more commercial properties are converted – FT
- Three Levers to Unlock 1.5 Million Homes a Year – AEI
- Final Look at Housing Markets in August and a Look Ahead to September Sales – Calculated Risk
- US pending home sales rebound in August amid low mortgage rates – Reuters
- Pending Home Sales Rise in August as Falling Mortgage Rates Finally Spur Activity – Realtor.com
- Construction Labor Market Softens – NAHB
- AEI Housing Market Indicators, September 2025 – AEI
- Goldman Says Looser Land Rules May Ease US’s Housing Squeeze – Bloomberg
- 17% of NAHB Builders Built Age-Restricted Housing in 2024 – NAHB
- Square Foot Prices Moderate in 2024 – NAHB
- Sellers in Top Buyer’s Markets Are Sweetening Deals With Discounts – Realtor.com
On other developments:
- The Rise of ‘Accidental Landlords’. When properties don’t sell, it may be time to get a tenant. – New York Times
- New York City’s Suburbs Heat Up as Residents Move in Anticipation of a Mamdani Win – Realtor.com
- Housing secretary says work will start on three new towns before election. Steve Reed hails predecessor Angela Rayner as ‘true working-class hero’ and accuses Tories of blocking new homes – The Guardian
- Characteristics of Homes Built in Age-Restricted Communities – NAHB
- Does the Zillow rent measure help predict CPI rent inflation? – Econbrowser
- Two-Thirds of Working-Age Renters Struggle to Afford Basic Needs – Harvard Joint Center for Housing Studies
- Fannie and Freddie: Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic) – Calculated Risk
- Real Estate Visualized: America’s Home Buyers by Generation – Visual Capitalist
- ATTOM Launches Transparent Owner to Reveal True Property Ownership – ATTOM
- Home Values Rise Slightly in July Nationwide but Drop in These 7 Major Cities – Realtor.com
- Strong Foundations Shows Every Community a Way Forward on Housing – AEI
- Why a shutdown looms over the housing market. The National Flood Insurance Program is set to lapse along with government funding. – Politico
- The Housing Hero Gotham Deserved. Plus: New York’s expensive new stove regulations, Los Angeles rent controls, and the housing policy implications of a federal shutdown. – Reason
- How an infrastructure financing law can help build thousands of homes and expand transit access – Brookings
- A Once Unstoppable Luxury Housing Market Is Starting to Crack Economic uncertainty has taken a toll on wealthy buyers and sellers – Wall Street Journal
- New Tariffs Could Worsen America’s Housing Crisis. President Trump’s tariffs on timber, wood, furniture and kitchen cabinets could raise the cost of building and buying a home. – New York Times
- A Boring Housing Market Is Good News for Buyers. Sellers appear to realise that “peak” pricing is now in the past. – Bloomberg