Logan Mohtashami of HousingWire reports that new home sales have underperformed expectations, with downward revisions to previous data and rising inventory levels, signaling a continued recession in residential construction. Despite…
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Newsletter:
Housing struggles into Q3 2025
Hugh Cameron of Newsweek reports this week that Moody’s Chief Economist Mark Zandi has issued a “red flare” warning for the housing market, citing it as a potential threat to…
Senior renters surge in 2025
Giulia Carbonaro of Newsweek reports that President Donald Trump’s newly passed One Big Beautiful Bill Act promises benefits for high-income homeowners and real estate investors. The bill quadruples the SALT…
Mamdani NYC win impact on real estate
Andrew Rice of Curbed reports that Zohran Mamdani’s shock victory in New York City’s Democratic mayoral primary triggered a panic among the city’s elite, who had collectively backed Andrew Cuomo…
Builder sentiment and output reaching record lows
Darla Mercado of CNBC reports that the Federal Reserve held interest rates steady at 4.25%–4.5% last week, signaling a cautious stance amid growing concerns over stagflation and tariff-driven inflation. While…
Mom and pop investors on the rise
Kiri Blakeley of Realtor.com reports that investor activity held steady in 2024, with 13% of homes purchased by investors, just shy of the 2022 peak of 13.3%. Despite high home…
No rate cut in sight summer 2025
Courtenay Brown and Neil Irwin of Axios report that while May’s jobs report showed a headline gain of 139,000 payroll jobs, deeper metrics reveal a cooling labor market. Job growth…
Record 500,000 more sellers than buyers
Lily Katz and Asad Khan of Redfin report that the housing market now has 1.9 million active home listings against just 1.5 million buyers. This is an “unprecedented” 490,041-unit (34%)…
Why new home sales are booming
Sam Goldfarb of the Wall Street Journal writes that Treasury yields keep grinding higher, with the recent $16 billion 20-year auction drawing lukewarm demand and lifting benchmark rates to fresh…
