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Regional housing market analysisRegional housing market analysis
Monthly report: Housing market inventory dynamics in 800+ metros, 3,000+ counties, +25,000 ZIPs

Monthly report: Housing market inventory dynamics in 800+ metros, 3,000+ counties, +25,000 ZIPs

ResiClub PRO | The ResiClub Terminal and the Lance Lambert Inventory Tracker have been updated to include analysis based on end-of-December 2025 inventory data.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
17 states are back above pre-pandemic 2019 housing inventory levels

17 states are back above pre-pandemic 2019 housing inventory levels

ResiClub analyzed inventory data through December 31, 2025.

Lance Lambert
Lance Lambert
MortgageMortgage
Trump directs Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds to attempt to push mortgage rates lower

Trump directs Fannie Mae and Freddie Mac to buy $200 billion in mortgage bonds to attempt to push mortgage rates lower

Fannie Mae and Freddie Mac have already started to accelerate their retained mortgage holdings—with them rising around $69 billion in the second half of 2025.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Doug Yearley—Toll Brothers CEO since 2010—is stepping down and being replaced by Karl Mistry

Doug Yearley—Toll Brothers CEO since 2010—is stepping down and being replaced by Karl Mistry

In his current role as executive vice president, a position has held since 2021, Mistry oversees Toll Brothers’ homebuilding operations throughout 15 states in the East.

Lance Lambert
Lance Lambert
Build-to-RentBuild-to-Rent
+1+1
Trump is taking steps to 'ban large institutional investors from buying more single-family homes'—5 ways it could affect the housing market

Trump is taking steps to 'ban large institutional investors from buying more single-family homes'—5 ways it could affect the housing market

On a national level, “large investors”—those owning at least 100 single-family homes—own only about 1% of the total U.S. single-family housing stock. That said, this share varies widely across the country.

Lance Lambert
Lance Lambert
HomebuildingHomebuilding
Billionaire Brad Jacobs is forming a building materials juggernaut—and Apollo just led a $1.2B investment into it

Billionaire Brad Jacobs is forming a building materials juggernaut—and Apollo just led a $1.2B investment into it

ResiClub expects QXO to accelerate its acquisition strategy in the building materials space.

Lance Lambert
Lance Lambert
Regional housing market analysisRegional housing market analysis
4 charts show how the current rental market and housing market differ across the country

4 charts show how the current rental market and housing market differ across the country

Here are four tables showing year-over-year changes in single-family rents, multifamily rents, single-family home prices, and condo prices across America’s 50 largest metro housing markets.

Lance Lambert
Lance Lambert
ForecastForecast
How analysts expect housing market inventory to shift in 2026
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How analysts expect housing market inventory to shift in 2026

ResiClub PRO | Among the forecasts tracked by ResiClub, the average firm expects U.S. active inventory for sale to rise +9.9% in 2026.

Lance Lambert
Lance Lambert
ResiClub webinarsResiClub webinars
ResiClub PRO's December 2025 webinar—here's the recording
Premium

ResiClub PRO's December 2025 webinar—here's the recording

On Tuesday, December 30, we hosted our monthly one-hour webinar for ResiClub PRO members, where we discussed the outlook for the 2026 housing market.

Meghan Malas
Meghan Malas
ResiClub surveysResiClub surveys
Zoodealio-ResiClub Real Estate Agent Survey Q4 2025 results, as told by 13 charts

Zoodealio-ResiClub Real Estate Agent Survey Q4 2025 results, as told by 13 charts

Among U.S. real estate agents we surveyed, 82% say buyers are gaining leverage in their local housing market—that share is even higher among agents based in the West (90%).

Meghan Malas
Meghan Malas
ForecastForecast
What to expect from housing starts in 2026, as predicted by 12 different forecast models
Premium

What to expect from housing starts in 2026, as predicted by 12 different forecast models

ResiClub PRO | Among the 12 construction forecasts tracked by ResiClub, the average model projects U.S. total housing starts to be 1.34 million in 2026.

Lance Lambert
Lance Lambert
ForecastForecast
What to expect from U.S. existing home sales in 2026, as predicted by 18 different forecast models
Premium

What to expect from U.S. existing home sales in 2026, as predicted by 18 different forecast models

ResiClub PRO | Among the 18 resale forecasts tracked by ResiClub, the average forecast model expects U.S. existing home sales to be 4.28 million in 2026.

Lance Lambert
Lance Lambert
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