Sitemap - 2025 - CalculatedRisk Newsletter
Asking Rents Mostly Unchanged Year-over-year
Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in May
Freddie Mac House Price Index Declined in May; Up 2.2% Year-over-year
FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
Final Look at Local Housing Markets in May and a Look Ahead to June Sales
Inflation Adjusted House Prices 1.7% Below 2022 Peak
New Home Sales Decrease to 623,000 Annual Rate in May
Case-Shiller: National House Price Index Up 2.7% year-over-year in April
NAR: Existing-Home Sales Increased to 4.03 million SAAR in May; Down 0.7% YoY
California Home Sales "Sputter" in May; 4th Look at Local Markets
Housing Starts Decreased to 1.256 million Annual Rate in May
Housing Market Index and Single Family Starts
3rd Look at Local Housing Markets in May
Lawler: Early Read on Existing Home Sales in May
The "Home ATM" Mostly Closed in Q1
2nd Look at Local Housing Markets in May
Part 2: Current State of the Housing Market; Overview for mid-June 2025
Part 1: Current State of the Housing Market; Overview for mid-June 2025
1st Look at Local Housing Markets in May
Q1 Update: Delinquencies, Foreclosures and REO
Asking Rents Mostly Unchanged Year-over-year
June ICE Mortgage Monitor: Home Prices Continue to Cool
Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in April
Freddie Mac House Price Index Declined in April; Up 2.6% Year-over-year
Inflation Adjusted House Prices 1.0% Below 2022 Peak
Case-Shiller: National House Price Index Up 3.4% year-over-year in March
Final Look at Local Housing Markets in April and a Look Ahead to May Sales
New Home Sales Increase to 743,000 Annual Rate in April
NAR: Existing-Home Sales Decreased to 4.00 million SAAR in April; Down 2.0% YoY
In Q1 2025, 19% of Units Started Built-for-Rent were Single Family
California Home Sales "Retreat" in April; New Listings "Surge"
"How do you grade the Spring housing market?"
Lawler: Early Read on Existing Home Sales in April
Housing Starts Increased to 1.361 million Annual Rate in April
3rd Look at Local Housing Markets in April
Part 2: Current State of the Housing Market; Overview for mid-May 2025
MBA: Mortgage Delinquencies Increased Slightly in Q1 2025
2nd Look at Local Housing Markets in April
Part 1: Current State of the Housing Market; Overview for mid-May 2025
1st Look at Local Housing Markets in April
Asking Rents Mostly Unchanged Year-over-year
ICE Mortgage Monitor: Home Prices Continue to Cool
Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in March
Inflation Adjusted House Prices 0.8% Below 2022 Peak
Freddie Mac House Price Index Mostly Unchanged in March; Up 3.0% Year-over-year
Case-Shiller: National House Price Index Up 3.9% year-over-year in February
Final Look at Local Housing Markets in March and a Look Ahead to April Sales
NAR: Existing-Home Sales Decreased to 4.02 million SAAR in March; Down 2.4% YoY
New Home Sales Increase to 724,000 Annual Rate in March
NMHC on Apartments: Market conditions Tightened in Q1 pre-Tariffs
Lawler: Early Read on Existing Home Sales in March
California Home Sales Up 4.9% YoY in March; 4th Look at Local Housing Markets
Housing Starts Decreased to 1.324 million Annual Rate in March
3rd Look at Local Housing Markets in March
Watch Inventory and Why Measures of Existing Home Inventory appear Different
2nd Look at Local Housing Markets in March
Part 2: Current State of the Housing Market; Overview for mid-April 2025
Part 1: Current State of the Housing Market; Overview for mid-April 2025
1st Look at Local Housing Markets in March
Asking Rents Mostly Unchanged Year-over-year
ICE Mortgage Monitor: Home Prices Continue to Cool
Moody's: Q1 2025 Apartment Vacancy Rate Highest Since 2010; Office Vacancy Rate at Record High
FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores
Freddie Mac House Price Index Increased in February; Up 3.4% Year-over-year
Fannie and Freddie: Single Family Serious Delinquency Rates Unchanged in February
Inflation Adjusted House Prices 0.8% Below 2022 Peak
Final Look at Local Housing Markets in February and a Look Ahead to March Sales
New Home Sales Increase to 676,000 Annual Rate in February
Case-Shiller: National House Price Index Up 4.1% year-over-year in January
Policy and 2025 Housing Outlook
Lennar: "Didn't see typical seasonal pickup after February"
NAR: Existing-Home Sales Increased to 4.26 million SAAR in February; Down 1.2% YoY
California Home Sales Up 2.6% YoY in February; 4th Look at Local Housing Markets
Housing Starts Increased to 1.501 million Annual Rate in February
Lawler: Early Read on Existing Home Sales in February
3rd Look at Local Housing Markets in February
Q4 Update: Delinquencies, Foreclosures and REO
The "Home ATM" Mostly Closed in Q4
Part 2: Current State of the Housing Market; Overview for mid-March 2025
2nd Look at Local Housing Markets in February
Part 1: Current State of the Housing Market; Overview for mid-March 2025
Asking Rents Mostly Unchanged Year-over-year
1st Look at Local Housing Markets in February
ICE Mortgage Monitor: Property Insurance Costs Rose at a Record Rate in 2024
Fannie and Freddie: Single Family Serious Delinquency Rates Increased in January
Final Look at Local Housing Markets in January and a Look Ahead to February Sales
Freddie Mac House Price Index Increased in January; Up 3.9% Year-over-year
Inflation Adjusted House Prices 1.0% Below 2022 Peak
New Home Sales Decrease to 657,000 Annual Rate in January
Case-Shiller: National House Price Index Up 3.9% year-over-year in December
NAR: Existing-Home Sales Decreased to 4.08 million SAAR in January
California Home Sales Down 1.9% YoY in January; 4th Look at Local Housing Markets
Housing Starts Decreased to 1.366 million Annual Rate in January
The "Neutral" Rate and Implications for 30-year Mortgage Rates
Lawler: Early Read on Existing Home Sales in January
3rd Look at Local Housing Markets in January
Part 2: Current State of the Housing Market; Overview for mid-February 2025
Lawler: More Ruminations on the “Neutral” Rate of Interest
2nd Look at Local Housing Markets in January
Part 1: Current State of the Housing Market; Overview for mid-February 2025
Lawler: Revisions Almost Eliminate Household/Establishment Survey Employment Growth Gap
1st Look at Local Housing Markets in January
MBA: Mortgage Delinquencies Increased Slightly in Q4 2024
Asking Rents Mostly Unchanged Year-over-year
Fannie and Freddie: Single Family Serious Delinquency Rates Increased in December
ICE Mortgage Monitor: “Lowest calendar year home price growth of any year since 2011”
Freddie Mac House Price Index Increased in December; Up 4.0% Year-over-year
Final Look at Local Housing Markets in December and a Look Ahead to January Sales
Inflation Adjusted House Prices 1.1% Below 2022 Peak
Case-Shiller: National House Price Index Up 3.8% year-over-year in November
New Home Sales Increase to 698,000 Annual Rate in December
NAR: Existing-Home Sales Increased to 4.24 million SAAR in December
4th Look at Local Housing Markets in December
NMHC on Apartments: "Looser market conditions for the tenth consecutive quarter"
3rd Look at Local Housing Markets in December
1.73 million Total Housing Completions in 2024 including Manufactured Homes; Most Since 2006
Lawler: Early Read on Existing Home Sales in December
Housing Starts Increased to 1.499 million Annual Rate in December
Housing Discussion with Altos Research's Mike Simonsen
Part 2: Current State of the Housing Market; Overview for mid-January 2025
Part 1: Current State of the Housing Market; Overview for mid-January 2025
2nd Look at Local Housing Markets in December
Update: The Housing Bubble and Mortgage Debt as a Percent of GDP
1st Look at Local Housing Markets in December
Asking Rents Mostly Unchanged Year-over-year
Moody's: Apartment Vacancy Rate Increased in Q4; Office Vacancy Rate at Record High
Inflation Adjusted House Prices 1.3% Below 2022 Peak
Freddie Mac House Price Index Increased in November; Up 4.0% Year-over-year