Today, in the CalculatedRisk Real Estate Newsletter: Lennar: “Didn’t see typical seasonal pickup after February”
Full text:
This is a short note …
The Lennar headline is from a comment this morning. This is just one anecdote, but I believe the housing market will be impacted by policy.
I started the year taking Fed Chair Jerome Powell’s approach to the impact of policy: I’d wait to see what was implemented before changing my outlook. Here is my outlook at the start of 2025:
How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?
What will happen with house prices in 2025?
Will inventory increase further in 2025?
Next week I’ll update my outlook for housing starts, home sales, house prices and more based on the policy changes.
