The New Economics of Housing
2027 REAL ESTATE OUTLOOK
Recovery without rates to the rescue.
Reserve your spot to learn what drives housing when lower mortgage rates don't.
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Washington Attendees: A $5 registration fee is required.
Please click here to register.
Live Webinar + Audience Q&A
Tuesday, November 17, 2026
11AM PT | 1PM CT | 2PM ET
What moves housing when lower rates don't?
Mortgage rates have stayed higher than expected but that doesn’t mean the housing market is standing still.
Join First American Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi for a data-driven look at what could move housing next.
Could roughly 4 million existing-home sales become the new normal?
Where is the next wave of buyer demand building?
Why are housing markets across the country recovering at different speeds?
What We'll Explore
Rates still set the speed limit.
Higher-than-expected mortgage rates continue to challenge affordability and keep housing recovery gradual.
The silver housing handoff.
Baby Boomers continue to own a significant share of the nation’s housing stock. More homes will gradually return to the market, but the timing and impact will vary widely.
Builders are watching demand closely.
Incentives and rate buydowns continue
to support sales, while builders remain cautious about construction and future supply.
Your market may not look like the national headline.
Housing markets are rebalancing at very different speeds as supply, affordability, migration and construction continue to shift.
Could 4 million sales stick?
Existing-home sales remain unusually low. What will it take to get more buyers and sellers moving again?
Demand is building beneath the surface.
Millions of younger households are still forming, including nearly 1.3 million young adults who fit the profile of “shadow homeowners.”
Two of real estate’s leading economic voices unpack what the numbers could mean for the year ahead.
Meet Your Economists
Mark Fleming
Chief Economist
First American
Odeta Kushi
Deputy Chief Economist
First American
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The New Economics of Housing
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