
Pending Home Sales Up 10% Despite Record Rates
Weekly pending home sales are averaging 10% more than in May last year. But rates have jumped to their highest levels of 2026. Will it hold? https://t.co/I4E95eNeho
Homeowners Are Strong; Non‑owners Face the Real Crisis
Every time I share data on the amazing financial strength of American homeowner, the commenters are fixated on 2007. Let’s state it plainly: ➡️LTV is way better now than in 2007. ➡️Credit quality and credit scores are way better now....
City Core Housing Tightens, Exurbs See Inventory Rise
Here's what to know about the Texas housing market in 2026: Inventory of homes in Dallas and Austin is now FEWER than last year. That's driven by better demand closer in to the cities. The further exurbs like Prosper (also Houston...

Housing Indicators Dip Slightly as Rates Hit 6.5%
My three high-frequency housing indicators slipped a little this week as rates spiked back up to 6.5%, but mostly remain positive. (Xactus includes refi's so my interpretation is that's why it dipped further) https://t.co/pizD0SHAdG

April Home Sale Contract Failures Remain Steady, Demand Stable
Update on contract failure rate in home sales. Holding steady in April, which jibes with other data about demand. https://t.co/FSRIM8MwGt
Pending Home Sales Surge Amid Spring Market Concerns
Just when the spring housing market looked like another bust, our pending sales counts have surged for two weeks running. Here's this week's video, with slides below 🧵 https://t.co/S12nqTLgL5

Higher Property Taxes Can Lower Your Monthly Payments
Here's how higher property taxes convert into LOWER monthly payments by keeping the house price lower to begin with. https://t.co/XN9nc2PHI4

Higher Property Taxes Actually Boost Housing Affordability
Here's an illustration for how lower property taxes HURT affordability. Higher property taxes HELP affordability. https://t.co/VdulSJHEhr

2027 May See Home Price Appreciation After Four Flat Years
Starting to think 2027 might have a return to home price appreciation after 4 years of flat (or down). https://t.co/xJqLsqld2D
Remote Work Delays Migration, Not Boosting Rust Belt
This isn't the rise of the Rust Belt. This is a measure of people who are delaying their moves and under-optimizing their living conditions. (IMHO, remote work favors Sunbelt migration. This data shows delayed migration)
Land Value Tax: Key to Real Housing Affordability
If we're serious about housing affordability, we should be serious about the land value tax (aka Georgism)
Fewer Children, More Parental Time: Cause or Choice?
We have fewer kids but we spend more lots more time on them. I’m curious about: 1. Causal direction. I suspect the modern dad-time requirement drives the count (personal experience) 2. How the pro-natalists (@lymanstoneky ) think about this tradeoff

Most Case-Shiller Cities See Price Drops, Midwest Holds Steady
12 of the 20 Case Shiller cities are showing home price declines vs last year. LA and DC slid into negative territory this month. Nationally, thanks to very tight supply in the midwest, home prices are still barely above zero...
Spring Market Spikes: Highest Pending Sales Since 2022
Spring housing market showed real signs of life this week: ➡️Pending sales hit 96,000, the highest weekly count since 2022. 4-week average now growing vs last year for the first time in 2026 ➡️Inventory grew 2.8% to 990,000 homes, +4% YoY but...

AI Advice Often Reflects Random Reddit Users, Not Experts
Reminder: When you're making your major life decisions based on research you do with your AI chat bot, remember that you're probably getting advice from some kid on Reddit. https://t.co/XcFWuF8kmb