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Freddie Mac House Price Index Increased in November; Up 6.3% Year-over-year

Question #10 for 2024: Will inventory increase further in 2024?

Inflation Adjusted House Prices 2.4% Below Peak

Fannie and Freddie Serious Delinquencies in November: Single Family Mostly Unchanged, Multi-Family Increased

Case-Shiller: National House Price Index Up 4.8% year-over-year in October

FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores

Final Look at Local Housing Markets in November

New Home Sales decrease to 590,000 Annual Rate in November

NAR: Existing-Home Sales Increased to 3.82 million SAAR in November

4th Look at Local Housing Markets in November

Single Family Starts Increase Sharply in November, Near Record Number of Multi-Family Housing Units Under Construction

Early Read on Existing Home Sales in November

3rd Look at Local Housing Markets in November with Comparison to 2019

The Coming Fed Rate Cuts and the Impact on Mortgage Rates

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

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

2nd Look at Local Housing Markets in November with Comparison to 2019

Q3 Update: Delinquencies, Foreclosures and REO

The "Home ATM" Mostly Closed in Q3

1st Look at Local Housing Markets in November with Comparison to 2019

Asking Rents Down 1.1% Year-over-year

ICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October"

Inflation Adjusted House Prices 3.0% Below Peak

Freddie Mac House Price Index Increased in October to New High; Up 6.0% Year-over-year

Fannie and Freddie Serious Delinquencies in October: Single Family Declined, Multi-Family Increased

Final Look at Local Housing Markets in October

Case-Shiller: National House Price Index Up 3.9% year-over-year in September; New all-time High

New Home Sales decrease to 679,000 Annual Rate in October

Lawler on Existing Home Sales, Population Projections and Household Slowdown

NAR: Existing-Home Sales Decreased to 3.79 million SAAR in October; New Cycle Low

4th Look at Local Housing Markets in October

Lawler: Early Read on Existing Home Sales in October

October Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction

3rd Look at Local Housing Markets in October

Lawler: New Census Long-Term Population Projections Are MASSIVELY Lower Than Previous Projections

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

"The deal of the Century ..."

2nd Look at Local Housing Markets in October

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

Inventory will Tell the Tale

1st Look at Local Housing Markets in October

ICE (Black Knight) Mortgage Monitor: "It’s fair to expect prices to weaken later in 2023"

Lawler: Single-Family Rent Results

Asking Rents Down 1.2% Year-over-year

Inflation Adjusted House Prices 3.1% Below Peak

Freddie Mac House Price Index Increased in September to New High; Up 5.2% Year-over-year

Case-Shiller: National House Price Index Up 2.6% year-over-year in August; New all-time High

Fannie and Freddie: Single-Family Mortgage Delinquency Rate Mostly Unchanged in September

New Home Sales increase to 759,000 Annual Rate in September

Total Housing Completions Will Likely Increase Slightly in 2023; The Mix will Change

Final Look at Local Housing Markets in September

NMHC: "Apartment Market Continues to Loosen"

NAR: Existing-Home Sales Decreased to 3.96 million SAAR in September; New Cycle Low

30-Year Mortgage Rates Hit 8.0%

September Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction

Lawler: Early Read on Existing Home Sales in September

Preliminary 2024 Housing Forecasts

3rd Look at Local Housing Markets in September

2nd Look at Local Housing Markets in September

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

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

1st Look at Local Housing Markets in September

Moody's: "Apartment Market Softens, Office Evolution Continues, and Retail On Shaky Ground"

Lawler: The Second Half “Bear Steepener”: Higher for Longer, a Higher R*, and A Rising Term Premium

FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores

ICE (Black Knight) Mortgage Monitor: "Home Prices Set Yet Another Record in August"

Freddie Mac House Price Index Increased in August to New High; Up 4.0% Year-over-year

Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in August

Asking Rents Down 1.2% Year-over-year

Inflation Adjusted House Prices 3.4% Below Peak

New Home Sales decrease to 675,000 Annual Rate in August

Case-Shiller: National House Price Index Up 1.0% year-over-year in July; New all-time High

Final Look at Local Housing Markets in August

NAR: Existing-Home Sales Decreased to 4.04 million SAAR in August

4th Look at Local Housing Markets in August

August Housing Starts: Near Record Number of Multi-Family Housing Units Under Construction

Lawler: Early Read on Existing Home Sales in August and Some New Household/Housing Stock Data

3rd Look at Local Housing Markets in August

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

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

2nd Look at Local Housing Markets in August

Q2 Update: Delinquencies, Foreclosures and REO

The "Home ATM" Stays Mostly Closed in Q2

1st Look at Local Housing Markets in August

A Personal Note and a Special Offer

Black Knight Mortgage Monitor: Purchase Rate Locks "are now running 39% below pre-pandemic levels"

Lawler: Single Family Rent Trends at AMH and Invitation Homes

Freddie Mac House Price Index Increased in July to New High; Up 2.9% Year-over-year

Asking Rents Down 1.2% Year-over-year

Inflation Adjusted House Prices 3.9% Below Peak

Case-Shiller: National House Price Index Unchanged year-over-year in June

Fannie Mae Single-Family Mortgage Serious Delinquency Rate Lowest since 2002

Forecast: Multifamily Starts will Decline Sharply

Final Look at Local Housing Markets in July

New Home Sales increase to 714,000 Annual Rate in July

NAR: Existing-Home Sales Decreased to 4.07 million SAAR in July

4th Look at Local Housing Markets in July

Lawler: Is The “Natural” Rate of Interest Back to Pre-Financial Crisis Levels?

Lawler: Early Read on Existing Home Sales in July

CoreLogic: US Home Investor Share Remained High in Early Summer 2023

July Housing Starts: Record Number of Multi-Family Housing Units Under Construction

The "New Normal" Mortgage Rate Range

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

2nd Look at Local Housing Markets in July

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

The Long-Term Housing and Population Shift

Atlanta Fed: Home Ownership Affordability Monitor

1st Look at Local Housing Markets in July

Black Knight Mortgage Monitor: Home Prices Increased Month-to-month to New Record High in June

The impact of 7% Mortgage Rates

How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?

Asking Rents Negative Year-over-year

Freddie Mac House Price Index Increased in June to New High; Up 1.7% Year-over-year

Inflation Adjusted House Prices 4.4% Below Peak

Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in June

New Home Sales decrease to 697,000 Annual Rate in June

Case-Shiller: National House Price Index Decreased 0.5% year-over-year in May

Final Look at Local Housing Markets in June

NAR: Existing-Home Sales Decreased to 4.16 million SAAR in June

Lawler: Early Read on Existing Home Sales in June & 4th Look at Local Markets

June Housing Starts: Record Number of Multi-Family Housing Units Under Construction

NMHC: "Apartment Market Continues to Loosen"

Will house prices decline further later this year?

3rd Look at Local Housing Markets in June

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

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

2nd Look at Local Housing Markets in June

Lawler: Update on Demographic Trends, and Population and Household Projections Through 2025

Black Knight Mortgage Monitor: Home Prices Increased Month-to-month to New Record High in May

Early Look at Local Housing Markets in June

Asking Rent Growth Flat Year-over-year

Housing Inventory and Demographics: The Next Big Shift

Freddie Mac House Price Index Increased Slightly in May; Up 0.4% Year-over-year

Inflation Adjusted House Prices 3.8% Below Peak

New Home Sales increase to 763,000 Annual Rate in May

Case-Shiller: National House Price Index Decreased 0.2% year-over-year in April

Fannie and Freddie Serious Delinquencies in May: Single Family Declined, Multi-Family Increased

Final Look at Local Housing Markets in May

NAR: Existing-Home Sales Increased to 4.30 million SAAR in May

California Home Sales Down 23.6% YoY in May, Median Prices Decline 6.4% YoY

May Housing Starts: Record Number of Multi-Family Housing Units Under Construction

Some More Good News for Homebuilders

Lawler: Early Read on Existing Home Sales in May

3rd Look at Local Housing Markets in May

Lawler: Update on Mortgage/Treasury Spreads

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

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

2nd Look at Local Housing Markets in May

Lawler: Census 2020, Population Estimates, and Population Projections: Challenges for Demographers

The "Home ATM" was Closed in Q1

Could 6% to 7% 30-Year Mortgage Rates be the "New Normal"?

Early Look at Local Housing Markets in May

Black Knight Mortgage Monitor: Home Prices Increased Month-to-month in April; Prices Unchanged YoY

Year-over-year Rent Growth Continues to Decelerate

Inflation Adjusted House Prices 4.2% Below Peak

Freddie Mac House Price Index Increased Slightly in April; Up 0.3% Year-over-year

Lawler: Census Finally Releases 2020 Census Demographic Profile and Demographic and Housing Characteristics File

Case-Shiller: National House Price Index Increased 0.7% year-over-year in March

Fannie and Freddie Serious Delinquencies in April: Single Family Declined, Multi-Family Increased

Total Housing Completions will Likely Decrease Slightly in 2023; The Mix will Change

Two Key Housing Themes: Low Inventory and Few Distressed Sales

New Home Sales at 683,000 Annual Rate in April

Final Look at Local Housing Markets in April

Similar Number of Housing Units started in Q1 as 'Built-for-Rent' as 'Built-for-Sale'

NAR: Existing-Home Sales Decreased to 4.28 million SAAR in April; Median Prices Declined 1.7% YoY

4th Look at Local Markets in April

April Housing Starts: Near Record Multi-Family Under Construction

Lawler: Early Read on Existing Home Sales in April

3rd Look at Local Housing Markets in April

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

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

2nd Look at Local Housing Markets in April

House Price Battle Royale: Low Inventory vs Affordability

Lawler: American Homes 4 Rent Net Seller of Single-Family Homes Last Quarter

Early Look at Local Housing Markets in April

Black Knight Mortgage Monitor: Home Prices Increased in March; Prices Up 1.0% YoY

Lawler: Invitation Homes Net Seller of Single-Family Properties for Second Straight Quarter

A Policy Proposal to Increase the Utilization of the Current Housing Stock

Year-over-year Rent Growth Continues to Decelerate

Freddie Mac House Price Index Increased Slightly in March; Up 1.0% Year-over-year

NMHC: "Apartment Market Continues to Loosen"

Inflation Adjusted House Prices 4.6% Below Peak

New Home Sales Increase to 683,000 Annual Rate in March

Case-Shiller: National House Price Index "Declines Moderated" to 2.0% year-over-year increase in February

Final Look at Local Housing Markets in March

Why Measures of Existing Home Inventory appear Different

NAR: Existing-Home Sales Decreased to 4.44 million SAAR in March; Median Prices Declined 0.9% YoY

4th Look at Local Housing Markets: California Home Sales down 34% YoY in March; Prices Down 7.0% YoY

March Housing Starts: Most Multi-family Under Construction Since 1973

Lawler on Demographics: New Population Estimates Incorporate Unprecedented Methodological Changes

Lawler: Early Read on Existing Home Sales in March

Current State of the Housing Market; Overview for mid-April

Remote Work and Household Formation

2nd Look at Local Housing Markets in March

A Few Comments on Commercial Real Estate

1st Look at Local Housing Markets in March

Mortgage Rate Update

Update: Comparing the Current Housing Cycle to the 1980 Period

Moody's: Multifamily Demand "Softened notably over the past few quarters"

Black Knight Mortgage Monitor: Home Prices Increased Slightly in February; Prices Up 1.9% YoY

Freddie Mac House Price Index Declines for 8th Consecutive Month in February

Inflation Adjusted House Prices 4.6% Below Peak

Year-over-year Rent Growth Continues to Decelerate

Case-Shiller: National House Price Index "Declining Trend Continued" to 3.8% year-over-year increase in January

Final Look at Local Housing Markets in February

More Good News for Homebuilders

New Home Sales at 640,000 Annual Rate in February

NAR: Existing-Home Sales Increased to 4.58 million SAAR in February; Median Prices Declined YoY

House Prices: Rust or Bust?

Lawler: Early Read on Existing Home Sales in February

February Housing Starts: Average Length of Time from Start to Completion increased Sharply in 2022

Current State of the Housing Market; Overview for mid-March

Q4 Update: Delinquencies, Foreclosures and REO

2nd Look at Local Housing Markets in February

Pandemic Economics, Housing and Monetary Policy: Part 2

"Home ATM" is Closing

1st Look at Local Housing Markets in February

Pandemic Economics, Housing and Monetary Policy: Part I

Black Knight Mortgage Monitor: Home Prices Declined in January, "on pace to fall below 0% by March/April"

Inflation Adjusted House Prices 3.9% Below Peak

Year-over-year Rent Growth Continues to Decelerate

Freddie Mac House Price Index Declines for 7th Consecutive Month in January

Case-Shiller: National House Price Index "Decline Continued" to 5.8% year-over-year increase in December

Lawler: AMH Net Seller of Existing Single-Family Homes, “Investor” Home Purchases Plunged

Measures of Shelter in the CPI and PCE price indexes Still Increasing

New Home Sales Increase to 670,000 Annual Rate in January

Final Look at Local Housing Markets in January

NAR: Existing-Home Sales Decreased to 4.00 million SAAR in January

First time ever more "Built-for-Rent" Units started Quarterly than "Built-for-Sale"

3rd Look at Local Housing Markets in January

January Housing Starts: Near Record Number of Housing Units Under Construction

Update: Some "Good News" for Homebuilders

Current State of the Housing Market: Overview for mid-February

2nd Look at Local Housing Markets in January

Net Immigration and Household Formation

1st Look at Local Housing Markets in January

Freddie Mac House Price Index Declines for 7th Consecutive Month in December

Black Knight Mortgage Monitor: Home Prices Declined in December; Down 5.3% since June

Lawler: Net Home Orders and Sales Cancellations of Large Publicly-Traded Home Builders

Inflation Adjusted House Prices 3.6% Below Peak

Rents Continue to Decline; "Apartment Market Loosens"

Case-Shiller: National House Price Index "Continued to Decline" to 7.7% year-over-year increase in November

Lawler: D.R. Horton (DHI) Net Order Price Declined "Roughly" 10% from Peak

Has Housing "Bottomed"?

New Home Sales at 616,000 Annual Rate in December; Previous 3 Months Revised Down Sharply

Final Look at Local Housing Markets in December

1.51 million Total Housing Completions in 2022 including Manufactured Homes; Most Since 2007

NAR: Existing-Home Sales Decreased to 4.02 million SAAR in December

December Housing Starts: Record Number of Housing Units Under Construction

4th Look at Local Housing Markets in December

Homebuilder Price Cuts

The Housing Bubble and Mortgage Debt as a Percent of GDP

3rd Look at Local Housing Markets in December

Current State of the Housing Market; Overview for mid-January

Lawler: Freddie Mac “National” Home Price Index Down Again in November; Rents Continued to Slide

Mortgage Rate Update

2nd Look at Local Housing Markets in December

1st Look at Local Housing Markets in December

Rents Continue to Decline More than Seasonally Normal

Moody's: National Multifamily Supply and Demand at Lowest Levels since 2009

Question #8 for 2023: How much will Residential investment change in 2023? How about housing starts and new home sales in 2023?

Question #9 for 2023: What will happen with house prices in 2023?