Mortgage & Economy
Mortgage rates, Federal Reserve policy, employment, inflation, and what they mean for Bay Area affordability.
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Opinion: The capital structure solution hiding inside the housing crisis
The ROAD to Housing Act targets new supply, but aging workforce housing needs preservation capital. With stock at a 45-year median age and 7 million fewer units under $1,000, the column argues for financing stabilized housing like infrastructure.
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From clicks to home sales: How connected builder websites convert traffic
Connected builder websites capture high-intent behavior like plan views, pricing checks and repeat visits, then sync it to CRM. New Home Star says this supports lead prioritization, stronger follow-up and higher lead-to-appointment conversion tied to sales outcomes.
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ROAD map: AMH and Invitation Homes plot BTR’s way forward
After ROAD, AMH and Invitation Homes say BTR capital is returning slowly, while consolidation may rise among 350-plus home owners.
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Pending Home Sales Sink to 5-Month Low As Mortgage Rates Rise
The number of homes going under contract fell 3.7% week over week nationwide—the steepest decline since 2022—as would-be buyers pressed pause amid high mortgage rates. New listings ticked up. We’re taking a break from analysis this week, but please see the tables and charts below for this week’s housing-market data. Happy August! For Redfin economists’…
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UWM’s ‘Bullseye 90’ offers 90-bps broker discount through Sept. 8
United Wholesale Mortgage launched its latest pricing incentive for broker partners on Wednesday, saying it will grant a 90-basis-point discount on a large swath of loans through Sept. 8.
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Realtors Property Resource appoints chief strategy, product officers
Both executives have held leadership positions within RPR as the real estate data platform continues developing products and services.
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What Better’s CEO swap means for its future
Daniel Lewis, whose hedge fund shut down in 2016 after 10 years in operation, is taking the helm as interim CEO. But Vishal Garg retains significant influence over the company’s future.
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M/I Homes trades margin for market share as spec sales rise
M/I Homes is trading some margin for sales growth, speed, and market share. Pair that spec-heavy operating model with an asset-light finished-lot supply, and the returns could become considerably stronger. M/I Homes is making a contrarian bet at a time when much of the homebuilding industry is becoming more cautious. While competitors are reducing speculative…
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Zillow promotes two SVPs as Hofmann adds COO duties
After cutting 7% of staff, Zillow expanded Jeremy Hofmann’s role to COO, hired Sandi Knight, and promoted 2 SVPs.
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Zillow says its ‘Housing Super App’ strategy is working
Zillow Q2 2026 revenue rose 18% to $772M, mortgage revenue jumped 75% to $84M, and the quarter ended with a $4M net loss.







