Category Archives: National Real Estate

Miami too expensive for Floridians

From the Guardian: Florida’s real estate ‘gold rush’ draws the super-rich as rising costs push others out To a casual observer, everything in south Florida’s real estate garden is looking rosy. There’s a “gold rush” in Miami as ultra-wealthy buyers … Continue reading

Posted in Housing Bubble, National Real Estate | 16 Comments

Northeast strongest in February

From National Mortgage Professional: Clear Capital Report Signals Cooling Housing Market In February Home price appreciation slipped into negative territory in February, as affordability pressures and uneven regional performance weighed on housing markets. The latest Home Data Index (HDI) report … Continue reading

Posted in National Real Estate, New Jersey Real Estate | 184 Comments

Play it again, Sam

From the Mortgage Point Relisted Homes Hit Highest January Level Since 2016  Nearly 45,000 U.S. homes that were delisted in 2025 were relisted for sale in January 2026, the highest January figure dating back to 2016. That figure is a … Continue reading

Posted in Demographics, Economics, Housing Bubble, National Real Estate | 54 Comments

Buyers Walking

From Redfin: Nearly 1 in 7 Home Sales Are Falling Through, a Record For This Time of Year Nearly 40,000 home-sale agreements nationwide were canceled in January, equal to 13.7% of homes that went under contract that month. That’s up … Continue reading

Posted in Housing Bubble, National Real Estate | 105 Comments

Will AI destroy the housing market?

From Benzinga: AI Boom May Be Creating Hidden Risks In Housing Market Artificial intelligence is driving massive productivity gains — but it may also be creating hidden risks in one of the most important pillars of the financial system: housing. Mortgage markets … Continue reading

Posted in Demographics, Economics, Employment, Mortgages, National Real Estate | 79 Comments

Chi’s New Thread

As requested. From the NYT: The Housing Market Is Tilting Back Toward Buyers Rukmini Callimachi, who covers real estate, polled five housing economists to report this story. On the windswept coast of North Carolina, Ron Hertrich has spent months trying … Continue reading

Posted in Housing Bubble, National Real Estate | 63 Comments

Case Shiller Dips

From Housingwire: Case-Shiller data shows real home price returns turned negative in 2025 Annual home price growth continued to cool at the end of 2025, according to the S&P Cotality Case-Shiller Index released on Tuesday.  The national home price index came in … Continue reading

Posted in Housing Bubble, National Real Estate | 143 Comments

Zombies still roam

From the Realtors: Zombie Foreclosures Are Rising—These Midwest Metros Are Hardest Hit Lurking behind a for sale sign could be a home sitting empty. Not because the homeowners already moved out but because the property is vacant due to foreclosure. Nearly 1.4 million … Continue reading

Posted in Crisis, Economics, Foreclosures, Housing Bubble, National Real Estate | 97 Comments

The battle for inventory

From Zillow: WSJ op-ed highlights consumer impacts at stake in battle over hidden listings A new Wall Street Journal opinion essay argues that a legal dispute Compass initiated with Zillow turns less on monopoly power than on whether home listings should be … Continue reading

Posted in Economics, Housing Bubble, National Real Estate, Unrest | 100 Comments

Sales hit two year low in January

From CNBC: Realtors report a ‘new housing crisis’ as January home sales tank more than 8% High home prices, faltering supply and weaker consumer confidence in the economy all continue to weigh on the U.S. housing market. The chief economist … Continue reading

Posted in Demographics, Economics, Housing Bubble, National Real Estate | 62 Comments

Delinquencies rising, but it’s not so bad

From MarketWatch: Mortgage delinquency rates in America’s lowest-income areas haven’t been this high since 2016 More homeowners — particularly those who live in lower-income areas — are struggling to make their mortgage payments, driving up delinquency rates to a 10-year … Continue reading

Posted in Demographics, Economics, Employment, Housing Bubble, Mortgages, National Real Estate | 36 Comments

NY Metro starting to crack?

From the Realtors: America Slowly Tilts Toward a Buyer’s Market as Listings Pile Up in More Metros 1. Miami, FL Months of supply: 11.5 January median list price: $500,000 2. Austin, TX Months of supply: 10.5 January median list price: … Continue reading

Posted in Housing Bubble, National Real Estate, New Jersey Real Estate, NYC | 80 Comments

Rich people drive home prices, not supply

From Fortune: We may be looking at the housing affordability crisis all wrong. Higher earners are driving home prices, not lack of supply, researchers say According to a recent note written by UC Irvine PhD student Schuyler Louie along with San Francisco … Continue reading

Posted in Demographics, Economics, Housing Bubble, National Real Estate | 61 Comments

More of the same in 2026

From the Street: J.P. Morgan predicts what’s next for mortgage rates, housing market If you’re hoping for a 3% mortgage and bargain‑basement prices, J.P. Morgan’s 2026 housing outlook suggests you may be waiting a long time.  The bank expects 30‑year … Continue reading

Posted in Mortgages, National Real Estate | 48 Comments

HODL!

From CNBC: A surprising share of homeowners have high mortgage rates. Here’s the breakdown The share of U.S. homeowners with high rates on their mortgages has jumped sharply in just the last few years.  That’s having a marked impact on … Continue reading

Posted in Mortgages, National Real Estate | 292 Comments