Archive - CalculatedRisk Newsletter

August 2025

Fannie and Freddie: Single Family Serious Delinquency Rates Unchanged in July

Multi-Family Delinquency Rate Near Highest Since Housing Bust (ex-pandemic)

Aug 28 •

CalculatedRisk by Bill McBride

Inflation Adjusted House Prices 2.5% Below 2022 Peak

Price-to-rent index is 9.8% below 2022 peak

Aug 28 •

CalculatedRisk by Bill McBride

Final Look at Local Housing Markets in July and a Comment on July Sales from Tom Lawler

First, from housing economist Tom Lawler:

Aug 27

Case-Shiller: National House Price Index Up 1.9% year-over-year in June

FHFA House Prices up 2.9% YoY in June

Aug 26 •

CalculatedRisk by Bill McBride

New Home Sales at 652,000 Annual Rate in July

Median New Home Price is Down 12% from the Peak due to Change in Mix

Aug 25 •

CalculatedRisk by Bill McBride

NAR: Existing-Home Sales Increased to 4.01 million SAAR in July; Up 0.8% YoY

Median House Prices Increased 0.2% Year-over-Year

Aug 21 •

CalculatedRisk by Bill McBride

California Home Sales Down Year-over-year for 4th Straight Month

Sales Down 4.1% YoY, Active Inventory at 69 Month High

Aug 20 •

CalculatedRisk by Bill McBride

Housing Starts Increased to 1.428 million Annual Rate in July

From the Census Bureau: Permits, Starts and Completions

Aug 19 •

CalculatedRisk by Bill McBride

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts