The "demographic cliff" is usually told as a story about colleges closing. It's also a housing story — and five states account for three-quarters of the drop.
Jul 9, 2026
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3 min read
Built-for-rent single-family starts hit an all-time high and now hold a share they never reached before 2022. The entry-level house is being born as a rental — and that changes who ever gets to own one.
Jul 8, 2026
90,300 units are in the conversion pipeline — up 28% in a year. Here's why that number is both a real turn and far too small to rescue the office tower or fix the shortage.
Jul 7, 2026
53% of mortgaged homeowners hold a rate below 4%. Moving means doubling their payment — so they don't, and the whole market stays frozen.
Jul 2, 2026
$1.26 trillion comes due into double the interest rate — but it isn't one wall. Trophy office is setting records while commodity office quietly defaults.
Jul 1, 2026
AVMs are quietly replacing the human appraisal on a growing share of loans — faster, cheaper, and with a failure mode nobody's pricing in.
Jun 30, 2026
Office buildings lost hundreds of billions in value. Cities haven't reassessed yet. When they do, the math lands on residential homeowners.
May 21, 2026
Baby boomers own a third of U.S. housing. As they age out, the supply wave will flood retirement corridors — and miss the cities where buyers are desperate.
May 20, 2026
Tariffs added $10,900 to a typical U.S. home. Three cities just rewrote their zoning. Where you buy or rent in the next 18 months matters more than ever.
May 14, 2026
