What are the key insights from "U.S. Housing Shock: Why New Home Prices Are Dramatically Lower Than Existing Homes"?

In 2025, the median price of new single-family homes ($413,500) fell below existing homes ($426,800). This is not a normal cycle - it is a structural inversion driven by rate lock-in, resale inventory starvation, and builders using incentives and rate buydowns to keep deals moving.

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