New homeowner data challenges mortgage rate lockdown theory

New homeowner data challenges mortgage rate lockdown theory

What the data shows Since the end of 2022, I’ve pointed out that people have continued to sell homes with low mortgage rates to buy others with higher rates. This is normal... Read more »
2026 housing market forecast: A more balanced market

2026 housing market forecast: A more balanced market

A short recap of the 2025 forecast In 2025, my forecast was for the 10-year yield to range between 3.80% and 4.70%, and mortgage rates to range between 5.75% and 7.25%. The... Read more »
2026 housing market forecast: A more balanced market

Logan Mohtashami’s 2026 housing forecast

A short recap of the 2025 forecast In 2025, my forecast was for the 10-year yield to range between 3.80% and 4.70%, and mortgage rates to range between 5.75% and 7.25%. The... Read more »

Realtor.com urges action on housing supply in 2026

In a letter penned by Realtor.com CEO Damian Eales addressed to his housing industry colleagues, Eales asked others to recommit themselves to a shared common goal of “fighting for access for the... Read more »
NAR supports major housing reforms in 2026 legislative agenda

NAR supports major housing reforms in 2026 legislative agenda

ROAD to Housing Act With a goal of streamlined permitting, expanded infrastructure investments, and new developments to increases housing supply and affordability across the country, NAR has been a strong proponent of... Read more »
Why did the growth rate of housing inventory drop by half this year?

Why did the growth rate of housing inventory drop by half this year?

Weekly housing inventory data Housing inventory is now in its traditional seasonal decline for December, but the inventory growth story, which I was thrilled to see earlier in the year, has changed... Read more »
Cautious optimism for affordable housing in 2026

Cautious optimism for affordable housing in 2026

Yet many still expect growth, particularly in multifamily, senior and workforce housing. While only 29% of respondents plan to expand their activity in 2026, more than half believe access to affordable housing... Read more »
Existing home sales hit 9-month high with inventory at 1.43M units

Existing home sales hit 9-month high with inventory at 1.43M units

From NAR: “Existing-home sales increased for the third straight month due to lower mortgage rates this autumn,” said NAR Chief Economist Lawrence Yun. “However, inventory growth is beginning to stall.” My central theme... Read more »
Weekly housing demand reaches multiyear high

Weekly housing demand reaches multiyear high

Mortgage purchase application data Mortgage purchase application data is a forward-looking indicator, as it typically takes about 30-90 days for purchase apps to lead to home sales. In some cases, it can... Read more »