On prices, rent, and mortgage:
- Case-Shiller: National House Price Index Up 1.4% year-over-year in November
- FHFA House Prices up 1.9% YoY in November – Calculated Risk
- Inflation Adjusted House Prices 2.4% Below 2022 Peak. Price-to-rent index is 9.6% below 2022 peak – Calculated Risk
- Home Prices Rose to Record Highs in 2025 as Affordability Challenge Looms – ATTOM
- Back to the Suburbs: Bay Area Edition. Suburban home prices are rising faster than urban ones – Home Economics
- Is your backyard heating up in 2026? Check Zillow’s hottest markets list. – Zillow
- Zillow’s Best Markets for Home Buyers in 2026: Where Buyers Have Leverage and Upside – Zillow
- The Winter 2026 Wall Street Journal/Realtor.com Housing Market Ranking – Realtor.com
- Mortgage Applications Today: Record-Low Mortgage Rates Spark Home Lending and Refinancing Surge – Realtor.com
- NMHC on Apartments: “Lower rent growth and higher vacancies” in Q4. Leading indicator for Rents and Apartment Vacancies Negative in Q4 – Calculated Risk
- Trump’s mortgage-backed bond purchases not moving needle on housing costs – Reuters
- Homebuying and Selling Activity Show Signs of Life Amid Lower Mortgage Rates – Redfin
- Buying a House Has Become Less Affordable. A 50-Year Mortgage Is Not the Answer. – AEI
- US single-family home prices jump in November, FHFA says – Reuters
On sales, permits, starts, and supply:
- Will Banning Corporate Homebuyers Make Housing More Affordable? The Trump administration has moved to restrict institutional investors’ home purchases and proposed allowing buyers to draw on retirement savings for down payments. We asked Professor Cameron LaPoint, who studies housing finance, whether these policies are likely to make housing more affordable—or to push prices higher. – Yale Insights
- These Developers Stand to Win in Trump’s Housing-Investor Crackdown. The build-to-rent business looks poised to take off after Trump exempted this industry from his regulations on large investors – Wall Street Journal
- December 2025 Monthly Housing Market Trends Report – Realtor.com
- Pool Permitting Falls Lower In 2025 – NAHB
- 4th Look at Local Housing Markets in December – Calculated Risk
- Remodeling Growth Set to Downshift in Late 2026 – Joint Center for Housing Studies
On other developments:
- How Remaking the Neighborhood Could Boost Poor Kids’ Futures. A 1990s initiative to replace housing projects with mixed-income developments gave children an economic lift as adults, new research finds – Wall Street Journal
- Population Growth Slows to a Crawl. Less international migration, less domestic migration, fewer births, and more deaths – Home Economics
- What Explains Low Millennial Home Ownership? Lifestyle and affordability – Home Economics
- The Price of Endless Summer. California is experiencing large migration outflows. The high cost of housing is the main driver. – Home Economics
- Is this a Weird Housing Market? It sure feels like one – Home Economics
- The Hidden Risk to the Housing Market – New York Times
- There’s a practical way to lower housing prices. Democrats should seize it. Affordability is a goal, not a policy. – Washington Post
- Event: Creating high-opportunity neighborhoods: Lessons from HOPE VI on February 2 – Brookings
- December 2025 Luxury Housing Report: Where the Gap Between Median and Luxury is the Widest – Realtor.com
- Here’s How the Housing Market Has Changed Over the Past 10 Years – Realtor.com
- Addressing the US Affordability Crisis – Signal Versus Reality. The Trump administration has announced a range of measures aimed at addressing affordability in the run up to this year’s midterm elections including housing, healthcare and consumer finances. In our view, these initiatives are unlikely to materially alter the near-term inflation outlook – Nomura
- Who Should Shoulder the Tax Burden in a Resort Town? There’s no easy answer as Massachusetts communities contemplate changing taxes for part-time residents. – New York Times
- How Trump Could Actually Fix Housing Market. Washington needs to unlock capital through deregulation. – Wall Street Journal
- Portland’s housing crisis squeezes middle-income buyers – Axios
- Trump Wants to Fix the Broken US Housing Market. Can He Succeed? – Bloomberg
- Something Weird Is Happening in the Housing Market. After the pandemic, many younger Americans were encouraged to buy housing in “starter cities.” But now the homes are losing value, and property taxes are soaring, pitching the housing market into crisis. – Jacobin