On prices, rent, and mortgage:
- 10 housing markets where sellers are cutting home prices, per Redfin. Home price cuts are common in these 10 metros, drawn from Redfin’s ranking of the 50 most populous U.S. metros, led by Denver and Indianapolis – Quartz
- Rents Face Renewed Upward Pressure as the Housing Supply Wave Fades – Apollo
- A Punishing Housing Market Is Squeezing Renters. Higher mortgage rates and slowing residential construction are again giving landlords the upper hand. – New York Times
- Uptick for Non-Conventional Financing in 2025 – NAHB
- Case-Shiller: National House Price Index Up 2.1% year-over-year in August. FHFA House Prices Up 2.4% Year-over-year in August – Calculated Risk
- Inflation Adjusted House Prices 3.9% Below 2022 Peak. Price-to-rent index is 11.0% below 2022 peak – Calculated Risk
- US single-family home prices rise further in August, FHFA says – Reuters
On sales, permits, starts, and supply:
- NMHC: “Apartment Market Conditions Weaken” in October Survey – Calculated Risk
- If You Care About Housing Abundance, Minimum Lot Sizes Deserve Much More Attention – AEI
- How a paperwork bottleneck adds 39 percent to your rent. See how many housing permits your metro area authorized this year and how that pace compares with previous years. – Washington Post
- Which Construction Occupations Will See the Largest Job Gains Over the Next Decade? – NAHB
- New Home Sales Decrease to 676,000 Annual Rate in September. Median New Home Price is Down 13% from the Peak due to Change in Mix – Calculated Risk
- US new home sales fall in September; median house price drops from year ago – Reuters
- High Frequency Data: Inventory Up, Demand Down Year-over-year – Calculated Risk
- 10 housing markets where home sellers outnumber buyers. Miami, Tampa, Detroit, and other metros show how far home sellers outnumber buyers as U.S. buyer counts sink to a record low. – Quartz
- New Home Sales Slip Slightly in September – Realtor.com
On other developments:
- The Trump Administration is Making Homeownership More Affordable – US Treasury
- Fact Sheet: President Donald J. Trump Decreases Housing Costs for Americans – The White House
- Treasury Unveils New Rules for Big Investor Homebuyers After Congress Set Limits – Realtor.com
- Trump signs order aimed at reducing single-family housing costs – Reuters
- I joined Scott Galloway on the Prof G Pod. My conversation with Scott Galloway and Kyla Scanlon about the housing crisis – Home Economics
- Homes Are ‘Seriously Unaffordable’ in Nearly a Third of U.S. Counties, New Report Finds – Realtor.com
- A Quarter of Remodelers Started ADUs Over Past Twelve Months – NAHB
- Economics of Housing in the Tri-State Region – New York Fed
- Why Housing Affordability Is the Top Issue for Gen Z Voters Ahead of Midterms – Realtor.com
- H1 2026 Investor Report: Small Investors Take Over as Institutional Buyers Retreat – Realtor.com
- Affordability Challenges Push New Home Sales Lower – NAHB
- Builders’ Data Center Boost Fails to Offset Weak Housing Market – Bloomberg
- The Pain Keeps Piling Up for the US Housing Market – Bloomberg
- Home Vacancy and ‘Zombie’ Rates Tick Down in Fourth Quarter – ATTOM
- How to Thaw the Frozen Housing Market – Heritage Foundation