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1) Home builder inventory is actually near a record high in 2025, while existing inventory is not even close to a record.
1) Rising stock market valuations are continuing to drive consumer spending in America, with the Top 10% of U.S. households by income now driving nearly 50% of Consumer spending, according to Moody's.
1) The shift in interest rate composition of existing mortgage holders will have a big impact on new listings in future quarters and years.
1) Lennar's new order book is 2x bigger than it was prior to the pandemic, and they're gaining a massive amount of market share.
1) Fed cut rates almost one year ago, and demand went down.
1) It's wild to see how rents in Austin have changed over the last six years.
1) Plummeting natural growth can have a variety of consequences for the U.S., and is primarily driven by two factors:
1) Today's premium to buy of $713/month is one of the highest on record, and a key reason why homebuyer demand is near record lows.
1) In June 2025, it was roughly 8% or $33,500 cheaper to buy a new house from a builder than to buy an existing house.
1) The inventory spike is happening pretty much everywhere in DFW.
1) For perspective, today's homeowner equity levels are north of 115% of GDP, the highest level of all-time.
1) Home values in Nashville dropped -0.18% in June 2025 every month.
1) The supply run-up in some of these ZIP codes is wild.
1) This record equity is a negative for the U.S. Housing Market.
1) This overvaluation data is based on the relationship of Home Values and Incomes in the U.S. Housing Market.
1) Overall, there were 14,391 active listings on the Orlando metro housing market in June 2025 according to data from Realtor.com.
1) A quicker way to understand this reality is by comparing how much the cost to buy has increased v the cost to rent over the last 5 years.