HousingMarket

The Fastlane

Cannibal Capital: Why Housing’s M&A Spree Fails to Move the Revenue Needle

Growth is a ghost. Welcome to the era of survival by consumption.

Lance Sonka

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Jul 6, 2026

The Fastlane

Releasing Supply: Why the Housing Market Requires a Fastlane

The Fastlane Manifesto: A Newer Way

Lance Sonka

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May 8, 2026

Supply Mechanics

Great Texas Reset: Balancing Social Policy with Pricing Reality

Decoding the New Texas Reality: Incentives, Inventory, and the 6% Floor,

Lance Sonka

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Feb 5, 2026

Macro & Capital Markets

The Fed Pause: Powell Signals a 'Higher for Longer' Stance

Testing the Market's Resilience: Will the Spring Thaw Withstand the Fed's Cold Water?

Lance Sonka

•

Jan 29, 2026

Read the Dirt Math.

Stop reading press releases. Get the unvarnished structural reality of the U.S. housing market straight to your inbox.

Latest

Policy & Infrastructure

Macro Stability, Micro Opportunity: Navigating a New Housing Ecosystem

Lance Sonka

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Jan 26, 2026

Macro & Capital Markets

The Davos Dividend: Geopolitical calm aids bond rally; Institutional ban

Lance Sonka

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Jan 22, 2026

Policy & Infrastructure

Rates Steady as Housing Reform Clears First Major Hurdle

Lance Sonka

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Dec 18, 2025

Supply Mechanics

Builder Confidence Struggles to Find Footing as Rates Tick Up

Lance Sonka

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Dec 16, 2025

Macro & Capital Markets

Fed Cuts Rates for Third Time in 2025: Why Housing Headwinds Persist

Lance Sonka

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Dec 13, 2025

Transaction Friction

The Inventory Squeeze Returns

Lance Sonka

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Dec 12, 2025

Macro & Capital Markets

Rates Defy Fed Cut, 2026 Forecasts & Construction Slump

Lance Sonka

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Dec 11, 2025

Supply Mechanics

The Big Shift: Market Eyes 2026 as Inventory Builds and Rates Stabilize

Lance Sonka

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Dec 10, 2025