Archive - CalculatedRisk Newsletter

NMHC on Apartments: Market conditions "Soften" in Q3

Leading indicator for Rents and Apartment Vacancies Negative in Q3

Oct 24 •

CalculatedRisk by Bill McBride

NAR: Existing-Home Sales Increased to 4.06 million SAAR in September

Median House Prices Increased 2.1% Year-over-Year

Oct 23 •

CalculatedRisk by Bill McBride

2nd Look at Local Housing Markets in September

The NAR is scheduled to release September Existing Home sales on Thursday, October 23rd at 10:00 AM.

Oct 22 •

CalculatedRisk by Bill McBride

Lawler: Early Read on September Existing Home Sales, and Update on MBS Yields and Spreads

From housing economist Tom Lawler:

Oct 21 •

CalculatedRisk by Bill McBride

California Home Sales Up 6.6% Year-over-year SAAR in September

NOTE: I’m back from my trip to Patagonia.

Oct 20 •

CalculatedRisk by Bill McBride

Part 2: Current State of the Housing Market; Overview for mid-October 2025

I’ll be on vacation next week.

Oct 10 •

CalculatedRisk by Bill McBride

Part 1: Current State of the Housing Market; Overview for mid-October 2025

This 2-part overview for mid-October provides a snapshot of the current housing market.

Oct 9 •

CalculatedRisk by Bill McBride

1st Look at Local Housing Markets in September

Tracking local data gives an early look at what happened the previous month and also reveals regional differences in both sales and inventory.

Oct 7 •

CalculatedRisk by Bill McBride

Asking Rents Mostly Unchanged Year-over-year

Another monthly update on rents.

Oct 6 •

CalculatedRisk by Bill McBride

October ICE Mortgage Monitor: "Home Prices Firm" in September, Up 1.2% Year-over-year

Here is the ICE October Mortgage Monitor report (pdf).

Oct 6 •

CalculatedRisk by Bill McBride

Inflation Adjusted House Prices 2.7% Below 2022 Peak

Price-to-rent index is 10.0% below 2022 peak

Oct 2 •

CalculatedRisk by Bill McBride

Freddie Mac House Price Index Up 1.6% Year-over-Year

Punta Gorda House Prices Down almost 20% from Peak

Oct 1 •

CalculatedRisk by Bill McBride

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