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Erdmann Housing Tracker

Erdmann Housing Tracker

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Housing economist Kevin Erdmann on housing costs, construction, rents, supply constraints and policy; frequent data-driven posts.

Recent Posts

Hovnanian 1Q 2026 Earnings
News•Feb 26, 2026

Hovnanian 1Q 2026 Earnings

Hovnanian Enterprises reported its first‑quarter 2026 earnings, delivering modest revenue growth and an earnings‑per‑share beat despite a softening housing market. Net income rose to $85 million, up 6% year‑over‑year, while home sales volumes slipped 3% as buyers delayed purchases. The company highlighted a stronger backlog and cost‑control measures that helped preserve margins. Management reiterated its outlook for a gradual market recovery in the second half of the year.

By Erdmann Housing Tracker
January 2026 Erdmann Housing Tracker
News•Feb 24, 2026

January 2026 Erdmann Housing Tracker

The Erdmann Housing Tracker notes that core inflation—excluding rent—has now been tracking a 2% trend for roughly three and a half years. This prolonged alignment suggests price pressures are stabilizing outside the rental sector. The brief also hints at deeper...

By Erdmann Housing Tracker
December 2025 Residential Construction
News•Feb 20, 2026

December 2025 Residential Construction

The latest Census estimates show residential construction activity for December 2025 edging forward, but the recovery remains sluggish. Analyst Kevin Erdmann highlights that the persistent supply shortage outweighs mortgage‑rate concerns in shaping short‑term building trends. He links today’s modest gains...

By Erdmann Housing Tracker
Do You Ever Wonder? Podcast
News•Feb 12, 2026

Do You Ever Wonder? Podcast

Kevin Erdmann appeared on Mike Haltman's "Do You Ever Wonder?" podcast to discuss the fundamentals of the 21st‑century housing market. In under an hour, he broke down key trends such as urbanization, affordability pressures, and the rise of data‑driven property...

By Erdmann Housing Tracker
Federal YIMBYs?
News•Feb 11, 2026

Federal YIMBYs?

The House approved the Housing for the 21st Century Act, a federal effort to ease regulations on manufactured‑home financing, HUD programs, and construction lending for small builders. The legislation also grants regulatory relief to local banks, aiming to revive mortgage...

By Erdmann Housing Tracker