On prices, rent, and mortgage:
- US labor market on solid footing; rising mortgages pressuring housing sector – Reuters
- Fixed-rate mortgages are rent control by stealth – Reuters
- Rising mortgages are muddling the GOP’s housing message – Politico
- The Hidden Gem Short-Term Rental Markets of 2026: Where Owners Are Maximizing Returns – Realtor.com
On sales, permits, starts, and supply:
- Single-Family Starts Rebound but Market Challenges Persist – NAHB
- Building More Starter Homes Could Expand Latino Homeownership – AEI
- US single-family housing starts rebound in August; building permits fall – Reuters
- Bedrooms in New Single-Family Homes in 2025 – NAHB
- Q2 2026 Remodeling Market Update: Labor and Nonlabor Input Costs – NAHB
- “Architecture firm billings continued to decline in August”. Multi-family billings negative for 47 of last 49 months – Calculated Risk
- High Frequency Data: Purchase Applications Weak, Single Family Inventory Increases – Calculated Risk
- Single-Family Detached Homes Still Dominate Among the 55+ Population – NAHB
On other developments:
- A Long-Term View on the Costs of Shelter – FED
- Blue Cities Are Dense Cities. Their challenges have more to do with the ‘dense’ part than the ‘blue’ part – Home Economics
- Apartment Landlords Have a $2 Trillion Debt Problem That Is Only Getting Worse. Property investors borrowed record sums at historically low rates. As the bill comes due and interest rates rise, ‘the chickens are coming home to roost.’ – Wall Street Journal
- Part 1: Current State of the Housing Market; Overview for mid-September 2026 – Calculated Risk
- Wood Framing Continues to Dominate Single-Family Construction – NAHB
- Two housing markets diverge in the Washington area. The pandemic buying frenzy is subsiding, except for the most expensive houses. – Washington Post
- Metro Report Cards: Top and Bottom of the Class for Homebuilding and Affordability – Realtor.com
- Part 2: Current State of the Housing Market; Overview for mid-September 2026 – Calculated Risk
- Home Improvement Spending Has Shifted Away from DIY – Harvard Joint Center for Housing Studies
- How local homeowners insurance market stress impacts urban and suburban housing markets – Brookings