On prices, rent, and mortgage:
- America’s huge mortgage market is slowly dying. Donald Trump’s remedies threaten to inflame a housing crisis – The Economist
- Mortgage lending in America is seizing up. How to revive it. Some rules introduced after the financial crisis have gone too far – The Economist
- The 10 U.S. Cities Seeing the Biggest Home Value Boom Since 2019 – Realtor.com
- Tensions between renters and homeowners challenge Mamdani housing plan. The incoming New York City mayor’s plan relies on higher density in places where some neighbors oppose it. He is scheduled to meet Friday with the president. – Washington Post
- Zillow just revised its home price forecast for 400-plus housing markets. Zillow upgraded its national home price outlook slightly—predicting that over the next 12 months U.S. home prices are likely to rise 1.5%. – Fast Company
- Where Renters and Owners Face the Highest Cost Burdens – NAHB
- Luxury Homes Are Selling Faster as Prices Tick Down—and One Tropical Enclave Has Seen the Steepest Drop – Realtor.com
- Rents Drop in 5 Key Metros—What You Need to Know – Realtor.com
- NAR Housing Market Forecast for 2026—5 Key Takeaways – Realtor.com
- Case-Shiller: National House Price Index Up 1.3% year-over-year in September. FHFA House Prices up 1.7% YoY in September – Calculated Risk
- Freddie Mac House Price Index Up 1.0% Year-over-Year in October. Punta Gorda House Prices Down Over 20% from Recent Peak, Austin Down over 17% – Calculated Risk
- Household Debt Balances Grow Steadily; Mortgage Originations Tick Up in Third Quarter – New York Fed
- Understanding the Federal Home Loan Bank System: What It Is and Why It Matters – New York Fed
On sales, permits, starts, and supply:
- Trump needs to tackle housing supply, not mortgage rates. A focus on cutting interest costs only fuels home price inflation, hitting working families – FT
- Existing Home Sales Rise in October – NAHB
- NAR: Existing-Home Sales Increased to 4.10 million SAAR in October. Median House Prices Increased 2.1% Year-over-Year – Calculated Risk
- When Home Sellers Set Prices Too High, They’re Paying for It. More than half of homes sold in 2025 through October had at least one price cut – Wall Street Journal
- Building Material Prices Continued to Rise in September – NAHB
- US Home-Purchase Applications Surge to Highest Since 2023 – Bloomberg
- Pending Homes Sales Climb 1.9% as This Region Outperforms the Rest of the Country – Realtor.com
- The ‘New’ Solution for the N.Y.C. Housing Crisis: Single-Room Apartments. There is a push to revive single-room occupancy housing, where kitchens and bathrooms are shared among apartments as small as 100 square feet each. – New York Times
- Delistings Jump 28% as Sellers Pull Homes Off Market Rather Than Settle For Low Prices – Redfin
- States look for clogs in the housing pipeline. As they seek to lower their residents’ housing costs, states are tweaking land use laws and other regulatory frameworks – Minneapolis Fed
On other developments:
- The Housing Affordability Crisis Is Accelerating Fastest in Rural America – Redfin
- Job and Housing Stresses Are Caught in a Vicious Loop – Bloomberg
- What incentives are states offering to make houses less vulnerable to extreme weather damage? – Brookings
- Are millennials frozen out of the housing market? The reality may be more interesting. An eye-catching report said the average first-time homebuyer is now 40, but the story is more complex. – Washington Post
- America’s Housing Crisis, in One Chart – New York Times
- Every Housing Down Cycle is “unhappy in its own way” – Calculated Risk
- Mike Bird on the Land Trap and How the History of Housing Impacts the Global Economy – Mercatus Center
- Ezra Klein Needs to Look More Closely at His Housing Chart – CEPR
- Is the housing market at risk as more homeowners slip underwater? The share of mortgages that are underwater inches up to 1.6%—still far below the 23% seen in 2009. – Fast Company
- Pulte’s Move to Fix Credit Scores Is Bad News for Homebuyers. Bill Pulte declared by tweet that homebuying costs would be lower if FICO had competition—a move that instead risks pushing credit-score prices higher. – Bloomberg
- What it Means for Housing if the AI Bubble Bursts—5 Key Takeaways – Realtor.com
- Property Taxes by State – 2024 – NAHB
- L.A. Mayor Karen Bass Says You Can Defeat NIMBYism by Building Less – Reason
- New York Leads Effort to Stop Plan That Could Cut Housing for 170,000. The Trump administration is pushing a new approach to America’s homeless crisis, favoring shelters and rehabilitation centers over long-term housing for people who use drugs and alcohol. – New York Times