On today’s Hot Sheet, Byron Lazine broke down the latest ICE Mortgage Monitor showing mortgage activity surged as falling rates put 5.4 million homeowners back in position to refinance, pushing originations to a 3.5-year high.
He also reviewed new data from New Western showing local investors delivered 216.9% more starter homes than builders in 2025, adding over 120,000 entry-level properties.
For today’s third topic, Byron unpacked a RentCafe analysis showing Gen Z renter households exploding from 700,000 to 4.4 million in five years, reshaping housing demand across Southern and Midwest markets.
