Key Themes for Housing in 2025 and Beyond

Thematic Macro

Wednesday, January 15, 2025

Apartments Building Products Mortgage Finance Real Estate Services Single-Family Rental Macro Housing Thematic Macro Manufactured Housing Consumer

Within our macro housing research, we publish thematic reports that are incremental to our recurring publications. These reports address pressing topics and controversial industry dynamics, and are typically among the most-widely utilized by clients.

Related reports

Saturday, May 16, 2026

Thematic Macro: Housing Market Update
Wednesday, April 8, 2026

Macro Housing Forecast Update: April 2026
Tuesday, April 7, 2026

Benchmarking Residential Brokerage KPIs: Agent Growth and Productivity Driving Divergence
Monday, February 9, 2026

Takeaways From Inman's NYC Conference: AI in Focus; Macro Optimism Into 2026
Thursday, January 22, 2026

Housing Policy Update: No New Programs Announced in Trump Davos Speech
Friday, January 9, 2026

Mortgage Spreads in the Spotlight: Further Compression Likely
Wednesday, January 7, 2026

Trump Drops the Hammer on SFR Home Buyers: Buying Ban Likely First of Many Housing Proposals
Tuesday, December 16, 2025

Las Vegas Field Trip Wrap Up: A K-Shaped Economy in the Desert
Friday, November 21, 2025

Atlanta Field Trip Wrap Up: Tougher Sledding in Entry-Level Submarkets
Wednesday, November 12, 2025

Reality Versus Rhetoric: Digging in on Recent Musings from the Administration & FHFA
Friday, September 26, 2025

A Tale of Two Markets: Entry-Level Most Challenged, While High-End Resilient
Monday, September 15, 2025

Thematic Macro: 2025 State of the Housing Market