On prices, rent, and mortgage:
- US mortgage rates rise for seventh straight week to hit highest since 2023. Benchmark borrowing costs continue to climb against backdrop of surging Treasury yields, elevated energy prices and expected tightening by Fed – FT
- Highest Mortgage Rates in 3 Years Chill the Housing Market. The average 30-year fixed-rate mortgage rose to 7.4 percent, putting more pressure on Americans struggling to afford to buy a home. – New York Times
- How 7.4% Mortgages Are Giving Buyers Leverage in a Stuck Housing Market. Highest mortgage rates in three years putting pressure on home prices in some metro areas where market starting to tilt toward buyers – Wall Street Journal
- Home price shifts across local housing markets, as told by 3 maps. Large, sparsely populated counties can dominate a home price map, so ResiClub sized counties by active inventory instead. – Fast Company
- A New Type of Mortgage Is Reviving Long Abandoned Neighborhoods. The loan—based on potential rental income, not the borrower’s wealth—is helping real-estate investors buy and renovate homes – Wall Street Journal
- Rent-setting algorithms require targeted regulation, not new laws. Fragmented, vague legislation creates unnecessary risk and uncertainty about how platforms and users can operate without triggering legal penalties. – Reason
On sales, permits, starts, and supply:
- Stubborn Sellers Are the Last Thing Propping Up Home Prices. Mortgage rates above 7% might not be enough to crack home values if owners hold the line – Wall Street Journalv
- Declining Immigration Threatens Labor Supply in the Construction Trades – Harvard Joint Center for Housing Studies
- Preconference Workshops on Housing Supply – AEI
- Can We Fast-Track New York City Out of the Housing Crisis? Mamdani’s fast track speeds up the kind of rezoning that has rarely produced homes, in the districts where the economics work least. – Home Economics
- Early Look at Local Housing Markets in September – Calculated Risk
- Trump Administration Unveils New Steps To Bolster Manufactured Housing – Realtor.com
- San Francisco Isn’t Giving Up on Turning More of Its Offices Into Homes. The city has not completed a single office-to-housing conversion, despite hopes to meet housing demand and inject life into empty downtowns. – New York Times
- Home Sellers Are Starting to Blink on Prices. That’s Bad for Builders. Competition for buyers is heating up, which will force companies like Lennar and KB Home to beef up incentives – Wall Street Journal
- 16% of NAHB Builders Reported Building Age-Restricted Housing in 2025 – NAHB
- Housing Week Ahead: Home Sales, Luxury Trends, and New Inflation Data – Realtor.com
- NAR: Existing-Home Sales Increased to 3.99 million SAAR in September. Median House Prices Increased 1.3% Year-over-Year – Calculated Risk
- Existing Home Sales Increased in September – NAHB
- High Frequency Data: Recent Increase in Mortgage Rates Impacting Existing Home Supply and Demand. Purchase Applications Down 16% YoY; Single Family Inventory Up 4.8% YoY – Calculated Risk
- US existing home sales rise in September; higher mortgage rates dim outlook – Reuters
- Code Games 2.0. The Trump administration begins the implementation of manufactured housing deregulation. – Reason
- How housing victories in San Diego, Austin, and Atlanta could spread nationwide. A new initiative wants to help mayors move fast and build things. – Vox
- Labor Shortages a Growing Problem – NAHB
- Part 1: Current State of the Housing Market; Overview for mid-October 2026 – Calculated Risk
On other developments:
- The Problem With Homeownership. A new history traces the American idealization of homeownership. It lays bare the high social costs of organizing democracy around property values. – Jacobin
- The Unintended Consequences of Bill Pulte’s FHFA Reforms – AEI
- Affordability Part 1 – John Cochrane
- Affordability Trilogy, Part 2 – John Cochrane
- Affordability Trilogy, Part 3. Why is the free market so unpopular? – John Cochrane
- The tenant activist at the center of Mamdani’s housing gamble. How far can the tenant movement go with one of its own in City Hall? – Politico
- Trump-Backed Housing Rule Could Undercut Effort to Lower Costs – Bloomberg
- 10 U.S. cities where housing eats less than 28% of a typical income. Affordability is improving nationwide, and these 10 metros ask the smallest share of a buyer’s income. – Quartz
- Apollo’s Slok on Housing, US Economic Growth, Fed Policy – Bloomberg