Builder activity jumps in the near term, but falling permits and weaker completions point to a choppier supply outlook ahead
Tagged: Data
Realtor.com data shows more listings and softer prices begin rebuilding the purchase pipeline
Newrez analysis of 1.2M loans shows costs topping $2,600 nationally, with regional disparities and new pressure points for borrower affordability
Cooling gains may ease buyer strain, but inflation-adjusted declines and regional splits complicate outlook for LOs and borrowers
Rates rise across key property types, with CMBS and office exposure driving risk into 2026
Seasonal improvement lowers early-stage delinquencies, but rising serious delinquencies and foreclosure activity signal growing late-cycle credit risk for originators
The real vulnerability in lending isn’t borrowers — it’s bad data
BMO data shows Latino borrowers increasingly pooling family resources to overcome affordability challenges and pursue long-term homeownership
Monthly gains led by the South point to improving supply conditions, but affordability pressures and rate volatility continue to shape the spring housing market
GreenPath data suggests more seniors are arriving later in the financial cycle, limiting flexibility for loan structuring