On prices, rent, and mortgage:
- The Outlook for US Housing in 2027 amid Rising Mortgage Rates – Goldman Sachs
- The Housing Market Is a Mess. So Why Aren’t Home Prices Falling? – Barron’s
- America’s renters are in serious trouble. Several gauges of their financial health are flashing red – The Economist
- Los Angeles Rental Report 2026Q3: Renters Catch a Break as New Supply Pushes Rents Lower; Buying Still Costs Nearly $5,000 More a Month – Realtor.com
- New York City Rental Report 2026Q3: Squeezed Both Ways—NYC Renters Face Record High Rents and 7% Mortgage Rates – Realtor.com
- Asking Rents have likely Bottomed – Calculated Risk
- Freddie Mac House Price Index Increased in September; Up 1.9% Year-over-year. Punta Gorda House Prices Down 18.7% from Recent Peak, Austin Down 16.7%, Cape Coral Down 15.4% – Calculated Risk
- Mortgage Rates Climb in October Amid Accelerating Inflation – NAHB
- Mortgage Applications Decline as Higher Rates Boost ARM Share – NAHB
- Mortgage Applications Decrease in Latest MBA Weekly Survey; Down 19% Year-over-year – Calculated Risk
On sales, permits, starts, and supply:
- Home Sales Outlook Falls, But Still-High Prices Could Support Spending – Richmond Fed
- Inside the $311 Million Land Grab to Create One of America’s Priciest Homes. A mystery billionaire bought 19 acres in prime Naples. Local real-estate agents say it’s a harbinger of things to come for the Florida coastal city – Wall Street Journal
- Student Housing Construction Rises in the Third Quarter – NAHB
- Just About Every Part of Building a House Is Getting More Expensive. Iran war, tariffs and AI build-out have pushed up costs of materials, labor and borrowing – Wall Street Journal
- Altos: Single-Family Inventory Back to 2019 Levels – Calculated Risk
- Private Residential Construction Slips as Remodeling Weakens – NAHB
- Interior Finishes: The Most Time-Consuming Stage of Single-family Construction – NAHB
- Construction Job Openings Rise in September – NAHB
- October 2026 Monthly Housing Trends: Buyers and Sellers Hit Pause as Rates Surge – Realtor.com
On other developments:
- Immigration Slowdown Poised to Sharply Reduce Renter Household Growth – Harvard Joint Center for Housing Studies
- Housing was bipartisan this year. November could change that. Democratic leaders were willing to compromise with Republicans on housing this year. A rising left-flank wants them to make fewer concessions. – Politico
- Fannie and Freddie: Single Family Delinquency Rates Increased in September – Calculated Risk
- Housing’s Share of the Economy Falls Again as It Continues to Face Headwinds – NAHB
- Half of Americans’ Spending Goes to Housing and Food, Most in 15 Years – Bloomberg
- Two Innovative Models Expanding Affordable Housing in the Southeast – Atlanta Fed
- The metros where the hidden costs of owning a home are highest in 2026, according to Zillow. Maintenance, taxes, and insurance add $18,883 to $25,111 a year in 10 of the 30 metros Zillow and Thumbtack studied for 2026. – Quartz
- Homeowners Use Savings, Equity, and Insurance to Fund Remodeling – Harvard Joint Center for Housing Studies
- Shadow ‘accidental landlord’ housing market supply could be looming, says giant institutional landlord. Invitation Homes CEO Dallas Tanner: ‘What do the mom and pops do, that are maybe sitting on a home they’re trying to sell? Does that come back into play as well?’ – Fast Company
- The Housing Ballot Initiatives To Watch. Across the country, voters will decide whether to shrink minimum lot sizes, roll back environmental review laws, and cut property taxes. – Reason
- Housing Since 2020: A Visual Story. Booms, Busts, and Bystanders – Home Economics
- The U.S. housing market just flashed a major warning sign. Here’s what the latest numbers reveal. Homes under contract plunged 10.5% in October, the biggest annual decline in nearly three years, as elevated mortgage rates pushed buyers to the sidelines. – Fast Company
- Zillow Traffic Slides as High Mortgage Rates Freeze Housing Market. The company swung to a third-quarter loss of $158 million, down from a profit of $10 million the year prior – Wall Street Journal
- Workers Building Affordable Housing Deserve Good Wages and Benefits. Cities and states are trying to make sure that the workers who build affordable housing can afford a decent life. – Center for American Progress
- US Voters Approve $67 Billion of Borrowing for Schools, Housing – Bloomberg