North Dallas Housing Market Is Cracking. Some ZIP Codes Are Down Nearly 20%
The North Dallas housing market is getting smoked. And that’s surprising when you consider what this area looked like only a few years ago. Frisco, Plano, McKinney, and other northern Dallas suburbs became some of the hottest housing markets in America during the pandemic. Buyers poured into Collin and Denton counties, incomes were high, schools […]
Florida Pandemic Migration Boom Has Reversed. What Happens to Housing in 2027?
Florida’s migration reversal is getting ugly. Tampa, Orlando and Miami all recorded negative migration in Q2 2026, according to the Bank of America data cited in this analysis. Orlando and Miami even performed worse than New York. That’s a remarkable reversal. Only a few years ago, Florida was America’s migration boomtown. Hundreds of thousands of […]
Mortgage Rates Are Not the Problem. Home Prices Are 25% Above Historical Norms
Mortgage rates are not the problem in the U.S. housing market. That might sound strange when the average 30-year fixed mortgage rate is around 6.7%. But historically, today’s mortgage rates aren’t particularly high. In fact, they’re remarkably normal. The long-term average mortgage rate going back roughly 136 years is around 6.4%. And when today’s mortgage […]
The U.S. Housing Shortage Is Fading. Inventory Is Only 8% Below 2019
The U.S. Housing Shortage is starting to look very different from the story buyers heard during the pandemic. Housing inventory is now almost back to pre-pandemic levels. In August 2019, there were roughly 1.24 million homes listed for sale across the country. In August 2026, inventory reached about 1.14 million. That means national supply is […]
U.S. Housing Affordability Crisis Is Not About Mortgage Rates. Home Prices Are 90% Too High
The U.S. Housing Affordability Crisis is often blamed on mortgage rates. But that explanation misses the bigger problem. Today’s mortgage rates are around 6.5%, which is very close to the long-term historical average of roughly 6.4%. Rates were much higher throughout large parts of the 1970s, 1980s, and 1990s. The real outlier today is home […]
Baby Boomer Housing Exodus Is Coming. Gen X Is 20% Smaller
A major housing headwind is approaching. And it has almost nothing to do with mortgage rates. The Baby Boomer Housing Exodus could become one of the biggest forces reshaping the U.S. housing market over the next decade as millions of older homeowners move through retirement and eventually age out of their homes. That transition could […]
The U.S. Baby Bust Is Getting Worse. Deaths Could Surpass Births by 2034
The U.S. Baby Bust Is Getting Worse. Birth rates have fallen roughly 35% over the last three decades, while deaths are steadily increasing as America gets older. By 2034, Reventure projects the country could reach a historic tipping point where deaths surpass births. That would fundamentally change America’s demographic engine. For generations, the United States […]
New Homes Are Now Cheaper Than Existing Homes. First Time in U.S. History.
New Homes Are Now Cheaper than existing homes for the first time in U.S. history. The typical existing home sold for about $434,000 in July 2026, compared with only $394,000 for a new build. That puts brand-new homes at a remarkable $40,000 discount to resale properties. Historically, the exact opposite has been true. Buyers normally […]
Why Is Housing So Unaffordable? Home Prices Are 90% Above Historical Norms
The U.S. homebuilder recession just got worse. Months of supply for new homes have climbed north of 9.0 months, putting builder inventory near levels last seen around the 2008 housing crash. There have only been a handful of periods in modern U.S. history when builders were sitting on this much supply. And almost all of […]
Florida Housing Inventory Suddenly Drops 14%. But Buyers Aren’t Coming Back
Florida Housing Inventory Suddenly Drops 14% after spending two years moving sharply in the opposite direction. From July 2023 to July 2025, the number of homes for sale across Florida surged roughly 110%, eventually approaching 175,000 listings. That enormous increase in supply shifted negotiating power toward buyers and contributed to falling home values across many […]
