The Housing Frame | Conor Sen | Substack

Data and analysis about housing and the economy, and what it signals about what's coming next. Click to read The Housing Frame, by Conor Sen, a Substack publication with thousands of subscribers.

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The Housing Frame | Conor Sen | Substack · Oct 06, 2026

ECONOMICS ACCOUNTING AND FINANCE

Home Sellers Are Out of Reasons to Wait

There’s no longer reason to believe mortgage rates will fall in a meaningful way

USTEXASFEDERAL RESERVEWHITE HOUSE

The Housing Frame | Conor Sen | Substack · Oct 01, 2026

CONSTRUCTION HOUSING AND REAL ESTATE

Austin’s Emerging Momentum is Driven by What Isn’t Being Built

The poster child for the post-pandemic housing bust is a leading indicator of the Sun Belt rental market recovery

CHICAGONEW YORK

The Housing Frame | Conor Sen | Substack · Sep 29, 2026

CONSTRUCTION HOUSING AND REAL ESTATE

Why the Next Urban Vision is a 2030s Story

There are four macro headwinds preventing cities from evolving too much over the next few years

FLORIDATEXASHIGH SCHOOL GRADUATESIMMIGRANTS

The Housing Frame | Conor Sen | Substack · Sep 22, 2026

HOUSING AND REAL ESTATE

Housing CEOs Say Cost Relief is Ending

The Fed is forecasting overall core inflation to decelerate in a meaningful way in 2027, but residential construction costs are likely to rise faster

LENNAR

The Housing Frame | Conor Sen | Substack · Sep 18, 2026

HOUSING AND REAL ESTATE

The Housing Correction Visualized in the Two Atlantas

A zip code-level analysis shows how bifurcated metro Atlanta’s housing market has been over the past few years

ATLANTAGEORGIA