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Secteur · Semaine 44 de 2026

Immobilier et construction

Ce dont le secteur débat, où il va selon ceux qui en parlent, et ce que font ceux qui ont une longueur d’avance.

La crise du logement
0,2 %
Personnes citées
14

Généré par IA Questions, positions et liens nommés par un modèle d’IA à partir des citations et chiffres de cette page. Chaque citation est vérifiée mot pour mot avec sa source ; les chiffres viennent uniquement des enquêtes affichées. Comment ces pages sont faites

Immobilier et construction

Médias

Immobilier et construction

Opinions

Les questions dont le domaine débat, et chaque camp dans les mots de ceux qui le défendent.

Will housing activity recover, or will high mortgage rates keep the market subdued?

Recovery if conditions ease

Activity could regain momentum if the energy shock fades, confidence returns and market rates fall.

And so I think at some point there is like the rates come down and meet that leveling off of all those prices converging. And my hope is that it's going to be early next year.

Kevin PeranioHousingWire Daily, 15 oct. 2026 · d’une transcription automatiqueSignaler un problème

This suggests that activity should regain momentum in the quarters ahead providing the energy shock fades and confidence returns - especially if market interest rates fall back to pre-conflict levels.

Robert GardnerChief economist, Nationwide Building SocietyNationwide House Price Index, September 2026, oct. 2026Signaler un problème

Rates limit movement

Elevated or rapidly rising rates can restrain demand and leave sales and construction subdued.

One concern is that because rates are still elevated and you know, we're not building a lot of apartments or rental units that eventually rent inflation will take off again.

Logan MohtashamiHousingWire Daily, 30 oct. 2026 · d’une transcription automatiqueSignaler un problème

When rates get above 7%, especially when they move up fast, housing demand slows down noticeably.

Logan MohtashamiHousingWire Daily, 20 oct. 2026 · d’une transcription automatiqueSignaler un problème

1 citation de plus avec Pro

Are house prices becoming more affordable, or is access still worsening for buyers?

Affordability improving

A softer market can shift the balance toward buyers, while prices rising no faster than wages would be less concerning.

But all of this makes this a better buyer versus seller equilibrium.

Logan MohtashamiHousingWire Daily, 20 oct. 2026 · d’une transcription automatiqueSignaler un problème

So now if home prices were rising faster than wages, that would be a concern for me.

Logan MohtashamiHousingWire Daily, 9 oct. 2026 · d’une transcription automatiqueSignaler un problème

Entry remains difficult

Home prices are the central problem, and access to housing remains difficult when construction stays at low levels.

And I'm of the thought that homes in the United States cost too much money.

Wade JurneyHousingWire Daily, 21 oct. 2026 · d’une transcription automatiqueSignaler un problème

I think that the home price is the problem, prices are the problem.

Wade JurneyHousingWire Daily, 21 oct. 2026 · d’une transcription automatiqueSignaler un problème

1 citation de plus avec Pro

Can housing construction and supply improve soon?

Construction stays constrained

Low housing construction is unlikely to improve soon, especially while sales are weak and rates remain elevated.

Construction is multi year lows in housing construction, that's not going to get any better any soon.

Logan MohtashamiHousingWire Daily, 14 oct. 2026 · d’une transcription automatiqueSignaler un problème

We've had a downtrend in housing construction for years now. Now rates spiked up again.

Logan MohtashamiHousingWire Daily, 20 oct. 2026 · d’une transcription automatiqueSignaler un problème

1 citation de plus avec Pro

Supply varies by region

Development conditions differ by location; new pipelines are easier to develop in the South than in the Northeast.

And so I would say in general in the south, we see that it is easier to develop, develop new pipelines than it is in the Northeast.

Eric McGuireCatalyst with Shayle Kann, 15 oct. 2026 · d’une transcription automatiqueSignaler un problème

Immobilier et construction

Émotions

Ce qu’ont compté des enquêtes publiées en interrogeant les gens du domaine et de son entourage.


Pouls

Pouls : ce que disent les lecteurs

Des lecteurs qui ont répondu, pas un échantillon représentatif.

Immobilier et construction

Direction

Housing activity may regain momentum if energy pressures ease and interest rates fall, while elevated rates and weak construction remain constraints.

This suggests that activity should regain momentum in the quarters ahead providing the energy shock fades and confidence returns - especially if market interest rates fall back to pre-conflict levels.

Robert GardnerChief economist, Nationwide Building SocietyNationwide House Price Index, September 2026, oct. 2026Signaler un problème

One concern is that because rates are still elevated and you know, we're not building a lot of apartments or rental units that eventually rent inflation will take off again.

Logan MohtashamiHousingWire Daily, 30 oct. 2026 · d’une transcription automatiqueSignaler un problème

Immobilier et construction

Objectifs et visions

Prévisions et visions, avec la date où elles ont été dites et celle où l’on pourra les vérifier.

  1. Ouvertein the quarters aheadÀ vérifier le 30 juin 2027

    This suggests that activity should regain momentum in the quarters ahead providing the energy shock fades and confidence returns - especially if market interest rates fall back to pre-conflict levels.

    Robert GardnerChief economist, Nationwide Building SocietyNationwide House Price Index, September 2026, oct. 2026Signaler un problème
  2. Ouverteearly next yearÀ vérifier le 17 avr. 2027

    And so I think at some point there is like the rates come down and meet that leveling off of all those prices converging. And my hope is that it's going to be early next year.

    Kevin PeranioHousingWire Daily, 15 oct. 2026 · d’une transcription automatiqueSignaler un problème
  3. Ouverte

    One concern is that because rates are still elevated and you know, we're not building a lot of apartments or rental units that eventually rent inflation will take off again.

    Logan MohtashamiHousingWire Daily, 30 oct. 2026 · d’une transcription automatiqueSignaler un problème

14 de plus dans le suivi des prévisions Pro

Immobilier et construction

Confusions

Des idées répandues, et ce que montrent les sources.

On dit souvent

Lower mortgage rates automatically bring more existing homes onto the market.

Ce que montrent les sources

One view argues lower rates do not necessarily increase active inventory; higher rates can bring more listings instead.

Higher rates do create more inventory. Right. And you could see it here on the active inventory side, but just, you know, if people were thinking about big escalation, it's the closer you get to normal, the harder it is.

Logan MohtashamiHousingWire Daily, 27 oct. 2026 · d’une transcription automatiqueSignaler un problème

Immobilier et construction

Une longueur d’avance

Ce que disent faire aujourd’hui ceux qui ont une longueur d’avance.

  1. Prepare project blueprints in advance so construction can start when a new federal initiative is announced.

    Cities that receive the most money are the ones that have finalized their blueprints and can start breaking ground as soon as a new federal initiative is announced.

    Dwarkesh PatelHost, Dwarkesh PodcastDwarkesh Podcast, 29 oct. 2026 · d’une transcription automatiqueSignaler un problème
  2. Build support for development by organizing a concentrated YIMBY faction.

    Moses built a concentrated faction for Yimby. Yes, in my backyard.

    Dwarkesh PatelHost, Dwarkesh PodcastDwarkesh Podcast, 29 oct. 2026 · d’une transcription automatiqueSignaler un problème
  3. Track demand, inventory and prices with a live weekly model.

    This is why you have to have a live tracking model to track everything weekly, weekly demand, inventory, price, percentages, everything.

    Logan MohtashamiHousingWire Daily, 20 oct. 2026 · d’une transcription automatiqueSignaler un problème
  4. Standardize the core home and build on scattered individual lots to compete on price.

    We don't offer options or color selections, and we really build the same core home in every one of our markets.

    Wade JurneyHousingWire Daily, 21 oct. 2026 · d’une transcription automatiqueSignaler un problème

Immobilier et construction

Sujets et secteurs

Là où ce domaine rejoint d’autres sujets, métiers et secteurs.

Semaine 44 de 2026 · 14 personnes citées

Immobilier et construction

Discussion

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