More Focus on Risks than Opportunities

Mortgage and Broker Contacts Weigh in on Policy

Friday, February 28, 2025

Mortgage Finance Real Estate Services Macro Housing Thematic Thematic Macro

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, June 14, 2025

Thematic Macro: Housing Market Update
Monday, April 14, 2025

Analyzing Foreign Buyer Financing Changes: Impact to Market Likely Very Negligible
Wednesday, January 15, 2025

Thematic Macro: Key Themes for Housing in 2025 and Beyond
Monday, December 23, 2024

Population Growth Hits Multi-Decade High: Immigration the Major Driver But Likely Already Decelerating
Wednesday, September 25, 2024

Affordability in the Eye of the Afforder: Silver Linings to a Historically Stretched Backdrop
Saturday, September 21, 2024

Thematic Macro: Housing Market Update
Friday, September 20, 2024

2024 Housing Summit: State of the Housing Market Presentation
Monday, September 16, 2024

2024 Housing Summit Wrap Up: Industry Executives Optimistic Amidst Challenges
Friday, June 21, 2024

Beneath the Waves of the Rising Tide: A Closer Look at Market-Level Listings and Pricing Trends
Thursday, June 13, 2024

Seeking Solitude: Shift to Greater Independence Drives Household Formation
Thursday, March 14, 2024

A Rising Tide of For-Sale Inventory: Up and To the Right, a Headwind to Home Price Growth
Tuesday, February 27, 2024

Update on Built-For-Rent Housing Starts: Counterintuitively, Starts Activity Reaccelerated in 4Q23