What it Takes to Sell Homes in this Market: Lennar Cuts Average Selling Price to 2017 Level by Wolf Richter • Mar 13, 2026 • 77 Comments Much lower margins, lower revenues per square foot, and lower construction costs. “We are adapting to market conditions as they are and not waiting for the market to bounce back”: CEO.
Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze by Wolf Richter • Mar 10, 2026 • 73 Comments Condo sales plunged to a record low shared with two other months.
Biggest Single-Family Rental Landlords, Mom & Pop Landlords, and Trump’s Push to Block Big Guys from Buying More Homes by Wolf Richter • Feb 23, 2026 • 95 Comments It might not make much difference now, but it would during a housing crash.
Pending Home Sales Drop to Record Low in the Data, from Already Low Levels, on Big Drops in the South & Midwest by Wolf Richter • Feb 19, 2026 • 83 Comments “Improving affordability conditions have yet to induce more buying activity”: National Association of Realtors.
Single-Family & Multifamily Construction: Bring on the Supply just as Population Growth Slows to a Crawl by Wolf Richter • Feb 18, 2026 • 53 Comments This is precisely what this overpriced and frozen housing market needs.
Sales of Single-Family Homes Plunged (even in the West in Warm Weather), Supply Surged, Median Price Nearly Flat YoY by Wolf Richter • Feb 12, 2026 • 54 Comments Demand destruction continues after the price explosion from mid-2020 to mid-2022.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q4 2025 by Wolf Richter • Feb 12, 2026 • 39 Comments One of the most fundamental changes resulting from the Financial Crisis was the transfer of mortgage risk from banks to taxpayers.
California’s Population Declines Again, -200,000 since 2020: Relief for “Housing Shortage” as Homes Keep Getting Built by Wolf Richter • Jan 29, 2026 • 118 Comments Home prices in California are down 2% year-over-year and roughly unchanged since July 2022.
Population Growth Slows to Crawl, Net Migration May Turn “Negative”: Census Bureau’s New Population Estimates by Wolf Richter • Jan 27, 2026 • 150 Comments Hugely important for housing, employment, and consumer spending.
US Government Struggles to Keep a Lid on 10-Year Treasury Yield and Mortgage Rates by Wolf Richter • Jan 25, 2026 • 108 Comments The “rate check” on Friday to put a floor under the yen was the latest step.
