Lance Sonka

25-year cycle veteran managing $150M+ in new construction volume. Mapping Supply Physics.

Latest

The Fastlane

Releasing Supply: Why the Housing Market Requires a Fastlane

Lance Sonka

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May 8, 2026

Supply Mechanics

Great Texas Reset: Balancing Social Policy with Pricing Reality

Lance Sonka

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Feb 5, 2026

Macro & Capital Markets

The Fed Pause: Powell Signals a 'Higher for Longer' Stance

Lance Sonka

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Jan 29, 2026

Policy & Infrastructure

Macro Stability, Micro Opportunity: Navigating a New Housing Ecosystem

Lance Sonka

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Jan 26, 2026

Macro & Capital Markets

The Davos Dividend: Geopolitical calm aids bond rally; Institutional ban

Lance Sonka

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Jan 22, 2026

Policy & Infrastructure

Rates Steady as Housing Reform Clears First Major Hurdle

Lance Sonka

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Dec 18, 2025

Supply Mechanics

Builder Confidence Struggles to Find Footing as Rates Tick Up

Lance Sonka

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Dec 16, 2025

Macro & Capital Markets

Fed Cuts Rates for Third Time in 2025: Why Housing Headwinds Persist

Lance Sonka

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Dec 13, 2025

Transaction Friction

The Inventory Squeeze Returns

Lance Sonka

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Dec 12, 2025

Macro & Capital Markets

Rates Defy Fed Cut, 2026 Forecasts & Construction Slump

Lance Sonka

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Dec 11, 2025

Supply Mechanics

The Big Shift: Market Eyes 2026 as Inventory Builds and Rates Stabilize

Lance Sonka

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Dec 10, 2025

Macro & Capital Markets

"Two-Speed" Market: Where Prices Are Falling & Where They Are Soaring

Lance Sonka

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Dec 9, 2025

Policy & Infrastructure

New FHFA Rules, HUD Updates, and the End of Seller Dominance

Lance Sonka

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Dec 4, 2025

Macro & Capital Markets

Borrowing Power Skyrockets as Builders Hit the Brakes

Lance Sonka

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Dec 2, 2025

Policy & Infrastructure

Policy Chaos and Rate Relief: Diverging Forces Shaping 2026 Housing Market

Lance Sonka

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Dec 1, 2025

Macro & Capital Markets

The Unyielding Climb: Why Home Prices Are Still Defying Gravity

Lance Sonka

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Nov 25, 2025

Transaction Friction

From 6.11% to $3T: The Day Mortgage Rates Stabilized and PropTech Won Big

Lance Sonka

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Nov 25, 2025

Policy & Infrastructure

Sales Hit 9-Month High as Policy Battles Reshape HUD, Construction

Lance Sonka

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Nov 24, 2025

Supply Mechanics

Volatility Window: Economic Data and Builder Incentives Shape Tomorrow

Lance Sonka

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Nov 20, 2025

Policy & Infrastructure

Rate Creep: Rising Mortgage Averages Won't Slow the Zoning Revolution

Lance Sonka

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Nov 19, 2025

Supply Mechanics

Mortgage Rates Retreat as Construction Pipeline Swells

Lance Sonka

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Nov 18, 2025

Transaction Friction

The Portability Paradox: Liquidity Now, Stratification Later

Lance Sonka

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Nov 15, 2025

Supply Mechanics

Northeast Surge: Affordability Crisis Deepens as Regional Prices Diverge

Lance Sonka

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Nov 13, 2025

Policy & Infrastructure

Financing the Future of Homeownership: The 50-Year Mortgage

Lance Sonka

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Nov 10, 2025

Supply Mechanics

Suburbia, Texas: Growth Meets Gravity in the 2025 Correction

Lance Sonka

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Nov 9, 2025