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Heat or Hype?
The housing market just broke expectations — but is it sustainable?
Splits and Caps Daily: Action for Agents
September 25, 2025
📈 Market Move:
Market Mistrust
New home sales just spiked 20% month-over-month — the fastest pace since early 2022 — but economists are basically saying, “Don’t pop the champagne yet.”
Why? Because this looks more like a sugar high than a new era. Mortgage rates dipped, builders dangled concessions, and smaller, cheaper homes hit the market. That cocktail juiced sales to 800K annualized, way above the 650K expected. Median price? $413K, up slightly YoY.
But here’s the catch: builder sentiment is still trash, permits are sluggish, and housing starts aren’t exactly booming. Economists are calling this a blip, not a boom.
Still, inventory dropped (7.4 months of supply vs. 9 last month), which matters. If rates keep falling and builders double down on affordable homes, demand could actually stick.
So the question isn’t “Did sales spike?” (they did). The question is “Are we looking at the first signs of a real rebound, or just a heat check before the market cools again?”
🌟Quote of the Day:
“The secret to successful hiring is this: look for the people who want to change the world.” — Marc Andreessen
⚡ Quick Win:
2-Minute Desk Refresh: Take 2 minutes to tidy your desk or digital workspace. A little order = less friction and better focus.
🎉 Fun Fact of the Day:
Cabin Pressure: 🪵 The log cabin became iconic because settlers could build one in a week with zero nails. DIY before YouTube tutorials.
📚 Book Recommendation:
“The Mind of the Leader” by Rasmus Hougaard & Jacqueline Carter — If you think leadership is just about making decisions or yelling at people until they follow, stop. This book flips the script. Rasmus Hougaard and Jacqueline Carter dive into the neuroscience and psychology behind what actually makes a leader good — not just in the boardroom, but in real life.
The big idea? Mindful, selfless, and compassionate leaders crush it. Teams thrive. Productivity spikes. People actually want to follow you. And yes, it turns out that being human isn’t a bug — it’s the feature.
Read this if you want to lead without being a jerk, build a team that sticks, and finally understand why your “command-and-control” instincts are lying to you.
You planted seeds today. Let them grow.
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