by Calculated Risk on 10/24/2025 10:36:00 AM Today, in the CalculatedRisk Real Estate Newsletter: NMHC on Apartments: Market conditions “Soften” in Q3 Excerpt: From the NMHC: Borrowing Conditions Continue to Improve While Most Respondents Report an Unchanged Market Market Tightness Index (31) came in well below the breakeven level of 50 this round, indicating lower…
by Calculated Risk on 10/24/2025 09:00:00 AM With the release of the CPI report this morning, we now know the Cost of Living Adjustment (COLA), and the contribution base for 2026. From Social Security: Social Security Announces 2.8 Percent Benefit Increase for 2026 The Social Security Administration (SSA) announced today that Social Security benefits, including…
by Calculated Risk on 10/24/2025 08:30:00 AM From the BLS: The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent on a seasonally adjusted basis in September, after rising 0.4 percent in August, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.0 percent…
by Calculated Risk on 10/23/2025 08:17:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday:• At 8:30 AM ET, The Consumer Price Index for September from the BLS. The consensus is for a 0.4% increase in CPI, and a 0.3% increase in core CPI. The consensus is for CPI to…
by Calculated Risk on 10/23/2025 02:49:00 PM Hotel occupancy was weak over the summer months, due to less international tourism. The fall months are mostly domestic travel and occupancy is still under pressure! From STR: U.S. hotel results for week ending 18 October The U.S. hotel industry reported mixed year-over-year comparisons, according to CoStar’s latest…
by Calculated Risk on 10/23/2025 11:04:00 AM Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 4.06 million SAAR in September Excerpt: The fourth graph shows existing home sales by month for 2024 and 2025. Sales were up 4.1% year-over-year compared to September 2024. This was the easiest year-over-year comparison.…On an NSA…
by Calculated Risk on 10/23/2025 10:00:00 AM From the NAR: NAR Existing-Home Sales Report Shows 1.5% Increase in September Month-over-month • 1.5% increase in existing-home sales – seasonally adjusted annual rate of 4.06 million in September • 1.3% increase in unsold inventory – 1.55 million units equal to 4.6 months’ supply Year-over-year • 4.1% increase…
by Calculated Risk on 10/22/2025 07:49:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Thursday:• At 8:30 AM ET, The initial weekly unemployment claims report will be released. (WILL NOT BE RELEASED) • At 8:30 AM, Chicago Fed National Activity Index for September. This is a composite index of other…
by Calculated Risk on 10/22/2025 03:46:00 PM Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment including multi-family residential. From the AIA: ABI September 2025: Weakness persists at architecture firms The AIA/Deltek Architecture Billings Index (ABI) score of 43.3 for the month is the softest reading since April and…
by Calculated Risk on 10/22/2025 02:27:00 PM Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in September A brief excerpt: The NAR is scheduled to release September Existing Home sales on Thursday, October 23rd at 10:00 AM. The consensus is for the NAR to report sales of 4.06 million…