On prices, rent, and mortgage:
- Is the Rent Freeze to Blame for Distress in NYC’s Rent-Stabilized Housing? – Fiscal Policy Institute
- Rent Control Ballot Initiatives Won Almost Everywhere. In California, New Jersey, Maine, and Minnesota, voters opted to cap rents and impose more restrictions on landlords. – Reason
- Financing Cost-Rent Housing with Below-Market Capital – Joint Center for Housing Studies
- How Boise Became One of America’s Hottest Rental Markets. Rent prices in the Idaho capital are up 8% this year, as new supply dwindles and the AI boom attracts new residents – Wall Street Journal
- November ICE Mortgage Monitor: Annual home price growth was 1.0% in October. Negative Equity a Concern in Florida and Texas – Calculated Risk
- Q3 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Decrease – Calculated Risk
- Household Debt Delinquencies Rise as Mortgage Performance Weakens – NAHB
- Significantly Weaker Demand for Residential Mortgages and CRE Loans in Third Quarter – NAHB
On sales, permits, starts, and supply:
- Why Investors Are Searching for Hope in Home Builders. D.R. Horton, PulteGroup and Lennar have all outperformed since Tuesday’s midterm elections. – Wall Street Journal
- The ‘Blue Wave’ Swept Top Homebuilding States. What Happens Next? – Realtor.com
- Remodeling Activity Holds Flat in Second Quarter Amid Housing Slowdown – NAHB
- Residential Building Worker Wage Growth Rebounds, but Real Wages Continue to Decline – NAHB
- What Can States Do to Reform Land Use and Support Factory-Built Housing? – Terner Center
- Housing Advocates Press Congress to Support Permitting Overhaul – Bloomberg
- Second Look at Local Housing Markets in October – Calculated Risk
- High Frequency Data: Inventory Up, Demand Down Year-over-year – Calculated Risk
- NAR: Existing-Home Sales Decreased to 3.75 million SAAR in October; New Cycle Low. Median House Prices Increased 0.4% Year-over-Year – Calculated Risk
On other developments:
- How Zillow is growing through one of the toughest housing markets in a generation. Housing conditions deteriorated sharply in Q3, but Zillow kept growing and outperforming the industry because our advantages reinforce each other – Zillow
- Hiring Rebounds in October, but Residential Construction Employment Declines – NAHB
- Early Look at Local Housing Markets in October – Calculated Risk
- Seattle’s Newest Progressive City Councilwoman Wants To Make Building Easier. Nilu Jenks campaigned on deregulating zoning, making permitting more efficient, and reforming the city’s broken mandatory affordability program. – Reason
- Trump failed to make US housing affordable again – Reuters
- U.S. Homeless Population Had Record Drop in 2025. The Department of Housing and Urban Development credited President Trump, while homeless advocacy groups said that so-called Housing First policies of his predecessors played a part. – New York Times
- Starter homes cost $1 million in a record 242 U.S. cities—proof the affordability crisis has hit the homes meant for first-time buyers – Fortune
- Housing Week Ahead: Hottest Markets, Inflation, and Existing-Home Sales – Realtor.com
- Overregulation Makes Housing Unaffordable. Government is largely to blame for high home prices. – Wall Street Journal
- How ‘Buy American’ Rules Are Slowing Affordable Housing Construction. Strict enforcement of rules on sourcing US materials is stalling projects and escalating costs, affordable housing developers say. – Bloomberg
- Building a Robust Housing Data System for the 21st Century. To improve housing affordability and stability, the United States needs a coordinated, sustained approach to building data infrastructure. – New America
- Which generation has had it easiest for homebuying? New research shows a shift. Millennials had a better housing market than boomers. An analysis shows how the economic shifts of recent years have changed that. – Washington Post
- ATTOM Reveals July as Best Month to Buy a Home Based on Lowest Premium above AVM – ATTOM