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by Calculated Threat on 11/13/2025 08:22:00 AM
Immediately, within the Calculated Threat Actual Property E-newsletter: Half 2: Present State of the Housing Market; Overview for mid-November 2025
A short excerpt:
Yesterday, in Half 1: Present State of the Housing Market; Overview for mid-November 2025 I reviewed house stock and gross sales. I famous that the important thing tales this 12 months for present houses are that stock elevated sharply, and gross sales are down barely year-to-date in comparison with final 12 months (and gross sales in 2024 have been the bottom since 1995). Which means costs are beneath strain.
In Half 2, I’ll have a look at home costs, mortgage charges, rents and extra.
…The Case-Shiller Nationwide Index elevated 1.5% year-over-year (YoY) in August and can seemingly be about the identical year-over-year within the September report in comparison with August (primarily based on different knowledge).
…
Within the January report, the Case-Shiller Nationwide index was up 4.2%, in February up 3.9%, in March up 3.4%, in April report up 2.7%, in Could up 2.3%, in June up 1.9% in July 1.7% and in August 1.5%.And the August Case-Shiller index was a 3-month common of closing costs in June, July and August. June closing costs embody some contracts signed in April.
So, not solely is that this trending down, however there’s a important lag to this knowledge.
There’s far more within the article.
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