Real Estate Data and Analysis This is an automated Substack Account of https://calculatedrisk.substack.com Discover more/Create at: @skystack.xyzhttps://bsky.app/profile/calculatedrisk.skystack.xyzhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mm5abli6qk2sPart 2: Current State of the Housing Market; Overview for mid-May 2026 https://calculatedrisk.substack.com/p/part-2-current-state-of-the-housing-84018 May 2026 14:44 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mm5abli6qk2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mltsiovqgk2sMBA: Mortgage Delinquencies Increased in Q1 2026 https://calculatedrisk.substack.com/p/mba-mortgage-delinquencies-increased-61014 May 2026 19:14 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mltsiovqgk2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mlt6ev45bc2sPart 1: Current State of the Housing Market; Overview for mid-May 2026 https://calculatedrisk.substack.com/p/part-1-current-state-of-the-housing-fe214 May 2026 15:17 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mlt6ev45bc2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mlo5helwck2sQ1 NY Fed Report: Credit Scores for Mortgages Still Solid, Foreclosures Increase Slightly https://calculatedrisk.substack.com/p/q1-ny-fed-report-credit-scores-for12 May 2026 15:33 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mlo5helwck2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mlmb3t772s2sMay ICE Mortgage Monitor: "Annual home price growth was 0.9% in April" https://calculatedrisk.substack.com/p/may-ice-mortgage-monitor-annual-home11 May 2026 19:29 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mlmb3t772s2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mllmys3jak2sNAR: Existing-Home Sales Increased Slightly to 4.02 million SAAR in April • Median House Prices Increased 0.9% Year-over-Year https://calculatedrisk.substack.com/p/nar-existing-home-sales-increased-9a511 May 2026 14:41 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mllmys3jak2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mlefob6y222s2nd Look at Local Housing Markets in April https://calculatedrisk.substack.com/p/2nd-look-at-local-housing-markets-05508 May 2026 17:39 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mlefob6y222shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3ml7epq4vac2s1st Look at Local Housing Markets in April https://calculatedrisk.substack.com/p/1st-look-at-local-housing-markets-67306 May 2026 18:18 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3ml7epq4vac2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3ml4k7bf5m22sNew Home Sales Increase to 682,000 Annual Rate in March • Median New Home Price is Down 16% from the Peak due to Change in Mix https://calculatedrisk.substack.com/p/new-home-sales-increase-to-68200005 May 2026 14:45 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3ml4k7bf5m22shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3ml2ds6nfcc2sAsking Rents Continue to Decline Year-over-year https://calculatedrisk.substack.com/p/asking-rents-continue-to-decline-f2d04 May 2026 16:34 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3ml2ds6nfcc2shttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mksiclfmjc2nInflation Adjusted House Prices 2.6% Below 2022 Peak • Price-to-rent index is 9.9% below 2022 peak https://calculatedrisk.substack.com/p/inflation-adjusted-house-prices-2601 May 2026 12:53 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mksiclfmjc2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mknhfskttk2nHousing Starts Increased to 1.502 million Annual Rate in March https://calculatedrisk.substack.com/p/housing-starts-increased-to-150229 Apr 2026 12:57 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mknhfskttk2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mklayy54a22nFannie and Freddie: Single Family Delinquency Rate Decreased Slightly in March • Fannie Mae Multi-Family Delinquency Rate Near Housing Bust High https://calculatedrisk.substack.com/p/fannie-and-freddie-single-family-b1528 Apr 2026 18:05 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mklayy54a22nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mkkwx4wpek2nCase-Shiller: National House Price Index Up 0.7% year-over-year in February • FHFA House Prices Unchanged in February; Up 1.7% Year-over-year https://calculatedrisk.substack.com/p/case-shiller-national-house-price-5df28 Apr 2026 13:35 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mkkwx4wpek2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mkav3hh2nk2nFinal Look at Local Housing Markets in March and a Look Ahead to April Sales https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-05f24 Apr 2026 13:10 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mkav3hh2nk2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mk6ooggzkc2nNMHC on Apartments: Market Tightness "mostly unchanged" in April Survey • Multifamily executives have lowered their expectations for total 2026 multifamily starts https://calculatedrisk.substack.com/p/nmhc-on-apartments-market-tightness23 Apr 2026 17:02 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mk6ooggzkc2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mk466vrip22nArchitecture Billings Declined Slightly in March • Multi-family billings slightly positive after 43 consecutive months of declines https://calculatedrisk.substack.com/p/architecture-billings-declined-slightly-96e22 Apr 2026 16:55 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mk466vrip22nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mjwt75cnfk2nLawler: Update on MBS Yields and Spreads • Update on Neutral Interest Rate “Models” https://calculatedrisk.substack.com/p/lawler-update-on-mbs-yields-and-spreads-63320 Apr 2026 14:20 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mjwt75cnfk2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mjpltx5ivk2n3rd Look at Local Housing Markets in March https://calculatedrisk.substack.com/p/3rd-look-at-local-housing-markets-57317 Apr 2026 17:08 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mjpltx5ivk2nhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mjkauk62gs2xPart 2: Current State of the Housing Market; Overview for mid-April 2026 https://calculatedrisk.substack.com/p/part-2-current-state-of-the-housing-0e115 Apr 2026 15:51 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mjkauk62gs2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mjhqenb74s2xPart 1: Current State of the Housing Market; Overview for mid-April 2026 https://calculatedrisk.substack.com/p/part-1-current-state-of-the-housing-52414 Apr 2026 13:51 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mjhqenb74s2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mjf7w4mbf22xNAR: Existing-Home Sales Decreased to 3.98 million SAAR in March • Median House Prices Increased 1.4% Year-over-Year https://calculatedrisk.substack.com/p/nar-existing-home-sales-decreased-5de13 Apr 2026 15:21 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mjf7w4mbf22xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mj5yljc3sk2x2nd Look at Local Housing Markets in March https://calculatedrisk.substack.com/p/2nd-look-at-local-housing-markets-4b710 Apr 2026 18:12 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mj5yljc3sk2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mj3s6qdxn22xHousing and Demographics https://calculatedrisk.substack.com/p/housing-and-demographics-37709 Apr 2026 20:50 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mj3s6qdxn22xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3miwh7huhmk2x1st Look at Local Housing Markets in March https://calculatedrisk.substack.com/p/1st-look-at-local-housing-markets-3e607 Apr 2026 16:33 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3miwh7huhmk2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3miw556ayu22xInflation Adjusted House Prices 2.3% Below 2022 Peak • Price-to-rent index is 9.7% below 2022 peak https://calculatedrisk.substack.com/p/inflation-adjusted-house-prices-23-7a707 Apr 2026 13:35 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3miw556ayu22xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mitmobagxc2xApril ICE Mortgage Monitor: "Annual home price growth was 0.4% in March" https://calculatedrisk.substack.com/p/april-ice-mortgage-monitor-annual06 Apr 2026 13:42 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mitmobagxc2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mim3am5uac2xAsking Rents Continue to Decline Year-over-year https://calculatedrisk.substack.com/p/asking-rents-continue-to-decline-60703 Apr 2026 15:28 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mim3am5uac2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3mih2cs4yas2xFHFA’s Q4 National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores https://calculatedrisk.substack.com/p/fhfas-q4-national-mortgage-database01 Apr 2026 14:33 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3mih2cs4yas2xhttps://bsky.app/profile/calculatedrisk.skystack.xyz/post/3miejtsnmuk2xCase-Shiller: National House Price Index Up 0.9% year-over-year in January • FHFA House Prices up 1.6% YoY in January https://calculatedrisk.substack.com/p/case-shiller-national-house-price-72831 Mar 2026 13:39 +0000at://did:plc:nqvvms4of24lpfodckeig4ji/app.bsky.feed.post/3miejtsnmuk2x