The latest S&P Cotality Case-Shiller Home Price Index, out Tuesday, will offer a sense of what happened with home prices in February. Economists are expecting that home prices rose slightly year over year, though the housing market is currently pretty weak. That’s been the trend for a while now: prices trending up, even though demand is sluggish. Which is unusual.

CRE lending is now setting the pace for transaction activity, even as traditional benchmarks like the Federal Reserve’s federal funds rate and Treasury yields play a diminished role. In a typical market cycle, those rates anchor borrowing costs and help determine when deals pencil. Today, that relationship has fractured.

U.S. single-family home prices were unchanged on a monthly basis in February, but elevated mortgage rates, as the war with Iran continues, could keep the dream of owning a home out of reach for many young Americans. The flat reading in home prices followed an upwardly revised 0.2% increase in January, the Federal Housing Finance Agency said on Tuesday. Home prices were previously reported to have nudged up 0.1% in January.

A California borrower is suing Impac Mortgage Holdings, claiming the Irvine-based lender waited nearly two years to disclose a data breach involving Social Security numbers. The lawsuit, filed on April 27, 2026, in the US District Court for the Central District of California, poses a question for the mortgage industry that compliance teams have been turning over for some time: how long is too long to tell borrowers that their data has been exposed?

The rescission of a Biden-era policy that added at least $20,000 to the cost of a home was announced Tuesday by HUD Secretary Scott Turner and Agriculture Secretary Brooke Rollins. In a release, the agencies said that a 2024 Final Determination issued under then-President Joseph Biden rendered all new home construction ineligible for an FHA or USDA-backed mortgage loan unless the home was built according to what the agencies called the burdensome and expensive 2021 International Energy Conservation Code, a standard which has only been deployed in a few states.