Real Estate Data and Analysis
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calculatedrisk.substack.comLatest Issues
MBA: Mortgage Delinquencies Decreased in Q2 2026
Delinquency Rate Increased Year-over-year
From the MBA: Mortgage Delinquencies Decrease Slightly in the Second Quarter of 2026 (note: this was released last week).
Architecture Billings "Remain weak" in July
Architecture Billings Index in Contraction for 45 of Last 46 Months
This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment including multi-family residential.
From the AIA: Architecture firm bi...
Housing Starts Decreased to 1.293 million Annual Rate in July
From the Census Bureau: Permits, Starts and Completions
From the Census Bureau: Permits, Starts and Completions
Part 2: Current State of the Housing Market; Overview for mid-August 2026
Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-August 2026 I reviewed home inventory and sales.
Yesterday, in Part 1: Current State of the Housing Market; Overview for mid-August 2026 I reviewed home inventory...
Part 1: Current State of the Housing Market; Overview for mid-August 2026
This 2-part overview for mid-August provides a snapshot of the current housing market.
This 2-part overview for mid-August provides a snapshot of the current housing market. Part 1 will review inventory and sales, and Part 2 will review ho...
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Authors
The writers behind this newsletter.
Bill McBride, author of CalculatedRisk blog.
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