Beazer Homes Faces $140K California Fee per Home
$140,000. That’s how much @BeazerHomes CEO Allan Merrill tells ResiClub the homebuilder is paying in government fees in California per new-build home
Milwaukee Leads Home Price Gains; Austin Trails Losses
#NEW Home price shifts across America's 50 largest metro area housing markets Tightest: Milwaukee, WI (+5.7% YoY) Weakest: Austin, TX (-5.9% YoY) MoM = Month-over-month YoY = Year-over-year Without seasonal adjustment Analysis via @ResidentialClub https://t.co/Q58oWthGbA
U.S. Home Prices Continue Steady Gains, Up 0.6% MoM
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.6% month-over-month between the February 2026 and March 2026 Year-over-year: +0.8% Since 2022's peak: +2.2% Since March 2020: +44.1% Table via @ResidentialClub https://t.co/HanulIqzx2
Investors Overpay, Then Face Massive Price Cuts
sometimes you look through these properties on Zillow with multiple price cuts and think, "What the hell was the investor thinking?" https://t.co/FiHe8auq7l
Deep Dive Into U.S. Single‑Family Housing Market Trends
Last week, @WellsFargo had me give a presentation on the U.S. single-family housing market and homebuilding for their institutional clients If you'd like to see the 34-chart slideshow, email lance@resiclubanalytics.com https://t.co/Lmcesf5ymB
Goldman Predicts Modest 2026 Price Rise, Many Regions Fall
Goldman Sachs' latest forecast expects U.S. single-family home prices, as measured by Case-Shiller, to rise +0.7% in calendar year 2026 In that type of environment, around 35%-45% of regional housing market post outright annual nominal declines https://t.co/D37QmxUgc9
Homebuilders Bet on Growth Markets Amid Housing Volatility
Despite housing market choppiness why giant homebuilders are sticking long-term with growth markets There's a strong relationship between population growth & single-family permitting. High building activity is largely concentrated in growth markets https://t.co/zwEuUTYf0H
30‑
The average 30-year fixed mortgage rate today: 6.41% Same day last year: 7.07% --------------------- 10-year Treasury yield today: 4.31% Spread today: 210 bps
Resale Turnover Stays Tight Amid Slowing Sales
U.S. existing home sales by month Resale turnover remains constrained This is the raw adjusted data Table via @ResidentialClub https://t.co/5kA7jnxkLh
Housing Market Split: Hartford 11 Days, Austin 82
The current housing market bifurcation, as told by median days to pending The typical home listed for sale in the Hartford, CT metro area goes pending in 11 days, compared to 82 days in the Austin, TX metro area Our latest ResiClub...
Asheville Housing Enters Rare Market Correction
The metro area Asheville, N.C. housing market remains in correction-mode Historically speaking, corrections are rare in the Asheville, N.C. market This is only Asheville's second correction since 1975. The other being 2008-2011 via ResiClub Terminal
Columbus Core Home Prices Surge Year‑over‑year
LEFT: Year-over-year home price change in the core of Columbus, OH in spring 2025 RIGHT: Year-over-year home price change in the core of Columbus, OH in spring 2026 via ResiClub Terminal https://t.co/Poj3BM9z1y
KB Home Flips Focus: Arizona Now Outpaces LA
KB Home—a giant homebuilder ranked No. 526 on the Fortune 1000—to move its headquarters from L.A. to Arizona Back in 2012, @kbhome did almost 4 times as much homebuilding in Los Angeles County as in Maricopa County Now, it does nearly 8...
FHA Delinquency Spike Mostly Reporting Artifact, Not Borrower Weakness
New paper argues that 92% of the increase in FHA mortgage delinquencies between Sept. 2025 and Jan. 2026 "is driven by how an FHA policy change is reported rather than increasing financial fragility among FHA borrowers" https://t.co/uRxP5BtOQO
Migration Slowdown Turns Pandemic Housing Boom Into Demand Shock
Many housing markets that saw the biggest deceleration in net domestic migration after the Pandemic Housing Boom still have positive domestic inflows—but the slowdown has still delivered a negative housing demand shock https://t.co/u4W9wWipUU
