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BullishHousing
leaning · 2026-06-25
Fairweather tells Ed Elson she remains optimistic the 21st Century Road to Housing Act will ultimately become law despite Trump refusing to sign it.
it is disappointing that it's not going to become law today. But I remain optimistic that this will get over the finish line.
Fairweather tells Elson institutional investors are a symptom, not the cause, of US housing unaffordability.
I do not think that private equity or institutional investors are the reason why housing has gotten so unaffordable. I think they are more a symptom than a cause.
Fairweather tells Elson the US median home price crossed $400,000 for the first time the prior week per Redfin.
it was actually just last week that the median home price crossed over $400,000 for the first time, according to our Redfin data.
Fairweather tells Elson 30-year fixed mortgage rates rose from 5.99% the day before the Iran conflict to above 6.6%.
rate were 5.99 percent the day before the conflict in Iran started, and now they're above 6.6 percent.
BullishHousing
leaning · 2026-06-25
Fairweather tells Elson that even if the housing bill passes, nominal home prices will not fall; the bill would only slow their rise.
I don't think that home prices will go down in terms of the sticker price that you see, but what will happen is that home prices won't go up as much as they would in the absence of this bill
BullishHousing
leaning · 2026-06-25
Fairweather tells Elson Redfin projects US home prices will rise over the next decade but slower than wages and inflation.
we're projecting that over the next decade, home prices will still go up, but they will go up slower than wages and slower than inflation
Fairweather tells Elson pro-supply (YIMBY) advocates are winning at federal, state and local levels.
I think in general, the Yimbees, the people who have been advocating for more housing supply in general are winning all across the country.
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