CalculatedRisk Newsletter
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Real Estate Data and Analysis
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Discover more/Create at: @skystack.xyz
NAR: Existing-Home Sales Increased to 4.10 million SAAR in October • Median House Prices Increased 2.1% Year-over-Year
NAR: Existing-Home Sales Increased to 4.10 million SAAR in October
Median House Prices Increased 2.1% Year-over-Year
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
NAR: Existing-Home Sales Increased to 4.10 million SAAR in October • Median House Prices Increased 2.1% Year-over-Year
Lawler: Early Read on Existing Home Sales in October • What is the “Market’s” Estimate of R*?
Lawler: Early Read on Existing Home Sales in October
What is the “Market’s” Estimate of R*?
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Lawler: Early Read on Existing Home Sales in October • What is the “Market’s” Estimate of R*?
California October Home Sales "Highest Level Since February"; 4th Look at Local Markets • California Median Price per Square Foot Down 2.5% Year-over-year
California October Home Sales "Highest Level Since February"; 4th Look at Local Markets
California Median Price per Square Foot Down 2.5% Year-over-year
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
California October Home Sales "Highest Level Since February"; 4th Look at Local Markets • California Median Price per Square Foot Down 2.5% Year-over-year
3rd Look at Local Housing Markets in October
3rd Look at Local Housing Markets in October
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
3rd Look at Local Housing Markets in October
MBA: Mortgage Delinquencies Increased in Q3 2025
MBA: Mortgage Delinquencies Increased in Q3 2025
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
MBA: Mortgage Delinquencies Increased in Q3 2025
Part 1: Current State of the Housing Market; Overview for mid-November 2025
Part 1: Current State of the Housing Market; Overview for mid-November 2025
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Part 1: Current State of the Housing Market; Overview for mid-November 2025
2nd Look at Local Housing Markets in October
2nd Look at Local Housing Markets in October
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
2nd Look at Local Housing Markets in October
November ICE Mortgage Monitor: Home Prices "Firmed" in October, Up 0.9% Year-over-year • Cape Coral has a high level of Negative Equity
November ICE Mortgage Monitor: Home Prices "Firmed" in October, Up 0.9% Year-over-year
Cape Coral has a high level of Negative Equity
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
November ICE Mortgage Monitor: Home Prices "Firmed" in October, Up 0.9% Year-over-year • Cape Coral has a high level of Negative Equity
Q3 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Increase Slightly
Q3 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Increase Slightly
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Q3 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Increase Slightly
House Prices to Income • New Data for 2024 Wages Released In October
House Prices to Income
New Data for 2024 Wages Released In October
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
House Prices to Income • New Data for 2024 Wages Released In October
Asking Rents Mostly Unchanged Year-over-year
Asking Rents Mostly Unchanged Year-over-year
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Asking Rents Mostly Unchanged Year-over-year
Freddie Mac House Price Index Up 1.0% Year-over-Year in September • Punta Gorda House Prices Down Over 20% from Recent Peak
Freddie Mac House Price Index Up 1.0% Year-over-Year in September
Punta Gorda House Prices Down Over 20% from Recent Peak
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Freddie Mac House Price Index Up 1.0% Year-over-Year in September • Punta Gorda House Prices Down Over 20% from Recent Peak
Inflation Adjusted House Prices 2.8% Below 2022 Peak • Price-to-rent index is 10.2% below 2022 peak
Inflation Adjusted House Prices 2.8% Below 2022 Peak
Price-to-rent index is 10.2% below 2022 peak
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Inflation Adjusted House Prices 2.8% Below 2022 Peak • Price-to-rent index is 10.2% below 2022 peak
Fannie and Freddie: Single Family Delinquency Rate Increased in September • Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic)
Fannie and Freddie: Single Family Delinquency Rate Increased in September
Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic)
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Fannie and Freddie: Single Family Delinquency Rate Increased in September • Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic)
Case-Shiller: National House Price Index Up 1.5% year-over-year in August • FHFA House Prices up 2.3% YoY in August
Case-Shiller: National House Price Index Up 1.5% year-over-year in August
FHFA House Prices up 2.3% YoY in August
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Case-Shiller: National House Price Index Up 1.5% year-over-year in August • FHFA House Prices up 2.3% YoY in August
Final Look at Housing Markets in September and a Look Ahead to October Sales
Final Look at Housing Markets in September and a Look Ahead to October Sales
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
Final Look at Housing Markets in September and a Look Ahead to October Sales
NMHC on Apartments: Market conditions "Soften" in Q3 • Leading indicator for Rents and Apartment Vacancies Negative in Q3
NMHC on Apartments: Market conditions "Soften" in Q3
Leading indicator for Rents and Apartment Vacancies Negative in Q3
calculatedrisk.substack.com
November 20, 2025 at 5:29 PM
NMHC on Apartments: Market conditions "Soften" in Q3 • Leading indicator for Rents and Apartment Vacancies Negative in Q3