MBA: Mortgage Delinquencies Decreased in Q2 2026
Delinquency Rate Increased Year-over-year
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Real Estate Data and Analysis
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Architecture Billings "Remain weak" in July
Multi-family billings negative for 46 of last 48 months
Housing Starts Decreased to 1.293 million Annual Rate in July
From the Census Bureau: Permits, Starts and Completions
Part 2: Current State of the Housing Market; Overview for mid-August 2026
Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-August 2026 I reviewed home inventory and sales.
Part 1: Current State of the Housing Market; Overview for mid-August 2026
This 2-part overview for mid-August provides a snapshot of the current housing market.
Q2 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Decrease
The NY Fed released the Q2 Quarterly Report on Household Debt and Credit this morning.
NAR: Existing-Home Sales Decreased to 4.06 million SAAR in July
Median House Prices Increased 2.0% Year-over-Year
August ICE Mortgage Monitor: "Annual home price growth was 1.5% in mid-July"
However, recent price gains have softened
Early Look at Local Housing Markets in July
The NAR is now reporting earlier in the month than in previous years.
Single Family Inventory Up Slightly Year-over-year
Purchase Applications Down Year-over-year
Asking Rents Continue to Decline Year-over-year
Every month I review rents and vacancy rates.
Freddie Mac House Price Index Increased in June; Up 2.1% Year-over-year
Punta Gorda House Prices Down 18.0% from Recent Peak, Austin Down 16.4%
Lawler: Update on the GSEs: Agency MBS Holdings Decline, Interest Rate Risk Measures Keep Rising
From housing economist Tom Lawler:
Fannie and Freddie: Single Family Delinquency Rate Mostly Unchanged in June
Freddie Mac Multi-Family Delinquencies at Highest Rate since Financial Crisis
How Much will the Fannie & Freddie Conforming Loan Limit Change for 2027?
With house prices up low-single digits over the last year through mid-year, an interesting question is: How much will the Fannie & Freddie conforming loan limits (CLL) change for 2027?
Inflation Adjusted House Prices 4.8% Below 2022 Peak
Price-to-rent index is 11.1% below 2022 peak
Case-Shiller: National House Price Index Up 1.1% year-over-year in May
FHFA House Prices Up 0.3% in May; Up 2.2% Year-over-year
New Home Sales Increase to 628,000 Annual Rate in June
Median New Home Price is Down 14% from the Peak due to Change in Mix
NMHC on Apartments: "Tighter Market Conditions" in July Survey
From the NMHC: NMHC Survey Shows Tighter Apartment Market Conditions Amid Pullback in Capital Availability
Architecture Billings "Remain weak" in June
Multi-family billings negative for 45 of last 47 months
Housing Inventory: Single Family Inventory Up Slightly Year-over-year
A short note: I like to watch housing inventory closely, and here is some timely data from Altos Research.
Housing Starts Increased to 1.427 million Annual Rate in June
From the Census Bureau: Permits, Starts and Completions
NAHB Housing Market Index and Single Family Starts
Also Pending Home Sales Decline and Purchase Applications Remain Weak