December Indicator 2011

December Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –December	4,610	4,390	4,450	5.0%	3.6%
(Units per Thousand)
Supply of Existing Homes -December	6.2	7.2	8.1	(13.9)%	(23.5)%
(No of Months)
Sales Price of Existing Homes -December	164,500	164,000	108,800	0.3%	51.2%
New Homes Sales –December	307	314	331	(2.2)%	(7.3)%
(Units per Thousand)
Supply of New Homes –December	6.1	6.0	6.9	1.7%	(11.6)%
(No of Months)
Sales Price of New Homes –December	210,500	215,700	241,200	(2.4)%	(12.7)%
New Home Starts -December	657	685	526	(4.1)%	24.9%
(Units per Thousand)
New Homes Completed –December	605	554	565	9.2%	7.1%
(Units per Thousand)
S&P/Case-Shiller Index –November	138.49	140.27	143.77	(1.3)%	(3.7)%
Composite-20
Lumber & Wood Products — December	19,471	26,487	17,120	(26.5)%	13.7%
Total Rail Carloads Traffic
Construction Spending – December	816,383	804,041	782,880	1.5%	4.3%
(Units per Thousand) Total
Construction Spending – December	529,737	518,786	488,966	2.1%	8.3%
(Units per Thousand) Private
Housing Affordability Index-December	194.9	194.5	179.1	0.2%	8.8%
Pending Home Index –December	96.6	100.1	91.5	(3.5)%	5.6%
Estimated Monthly Sales for Retail-December	23,386	24,701	22,339	(5.3)%	4.7%
Building Material &supply Dealers
	2012:Q3e	2012:Q2e	2012:Q1e	2011:Q4e	2011:Q3
Leading Indicator of Remodeling	(.2)%	(3.5)%	(2.5)%	(.8)%	(.8)%
Activity (LIRA) 4th Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

November Indicator 2011

November Indicator 2011	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –November	4,420	4,250	3,940	4.0%	12.2%
(Units per Thousand)
Supply of Existing Homes -November	7.0	7.7	9.6	(9.1)%	(27.1)%
(No of Months)
Sales Price of Existing Homes -November	16,420	160,800	170,200	(89.8)%	(90.4)%
New Homes Sales –November	315	310	287	1.6%	9.8%
(Units per Thousand)
Supply of New Homes –November	6.0	6.2	8.2	(3.2)%	(26.8)%
(No of Months)
Sales Price of New Homes –November	214,100	222,600	219,600	(3.8)%	(2.5)%
New Home Starts -November	685	627	551	9.3%	24.3%
(Units per Thousand)
New Homes Completed –November	542	574	551	(5.6)%	(1.6)%
(Units per Thousand)
S&P/Case-Shiller Index — October	140.30	142.04	145.24	(1.2)%	(3.4)%
Composite-20
Lumber & Wood Products — November	26,487	21,458	22,517	23.4%	17.6%
Total Rail Carloads Traffic
Construction Spending - November	807,114	797,422	802,980	1.2%	0.5%
(Units per Thousand) Total
Construction Spending - November	522.256	517,332	502,251	1.0%	4.0%
(Units per Thousand) Private
Housing Affordability Index-November	194.5	188.5	180.9	(2.0)%	7.5%
Pending Home Index –November	100.1	93.3	84.5	7.3%	18.5%
Estimated Monthly Sales for Retail-November	25,058	25,665	23,603	(2.4)%	6.2%
Building Material & Supply Dealers
	2012:Q2e	2012:Q1e	2011:Q4e	2011:Q3e	2011:Q2
Leading Indicator of Remodeling	(3.5)%	(4.8)%	(.5)%	3.4%	(.2)%
Activity (LIRA) 3rd Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

October Indicator 2011

October Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –October	4,970	4,900	4,380	1.4%	13.5%
(Units per Thousand)
Supply of Existing Homes -October	8.0	8.3	10.6	(3.6)%	(24.5)%
(No of Months)
Sales Price of Existing Homes -October	162,200	165,800	170,600	(2.2)%	(4.9)%
New Homes Sales –October	307	303	282	1.3%	8.9%
(Units per Thousand)
Supply of New Homes –October	6.3	6.4	8.5	(1.6)%	(25.9)%
(No of Months)
Sales Price of New Homes –October	212,300	213,300	204,200	(.5)%	4.0%
New Home Starts -October	628	630	539	(.3)%	16.5%
(Units per Thousand)
New Homes Completed –October	584	630	539	(7.3)%	8.3%
(Units per Thousand)
S&P/Case-Shiller Index —  September	141.97	142.88	147.25	(.6)%	(3.6)%
Composite-20
Lumber & Wood Products — October	21,458	21,945	18,504	(2.2)%	16.0%
Total Rail Carloads Traffic
Construction Spending -October	798,530	792,107	801,995	0.8%	(.4)%
(Units per Thousand) Total
Construction Spending -October	518,598	507,116	492,895	2.3%	5.2%
(Units per Thousand) Private
Housing Affordability Index-October	197.8	188.9	178.6	4.7%	10.8%
Pending Home Index –October	93.3	84.5	85.5	10.4%	9.1%
Estimated Monthly Sales for Retail-October	25,718	24,887	24,196	3.3%	6.3%
Building Material &supply Dealers
	2012:Q2e	2012:Q1e	2011:Q4e	2011:Q3e	2011:Q2
Leading Indicator of Remodeling	(3.5)%	(4.8)%	(.5)%	3.4%	(.2)%
Activity (LIRA) 3rd Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

September Indicator 2011

September Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –September	4,910	5,060	4,410	(3.)%	11.3%
(Units per Thousand)
Supply of Existing Homes -September	8.5	8.4	10.9	1.2%	(22.)%
(No of Months)
Sales Price of Existing Homes -September	165,400	171,200	171,400	(3.4)%	(3.5)%
New Homes Sales –September	313	296	316	5.7%	(.9)%
(Units per Thousand)
Supply of New Homes –September	6.2	6.6	7.7	(6.1)%	(19.5)%
(No of Months)
Sales Price of New Homes –September	204,400	210,900	228,000	(3.1)%	(10.4)%
New Home Starts -September	658	572	597	15.0%	10.2%
(Units per Thousand)
New Homes Completed –September	647	634	634	2.1%	2.1%
(Units per Thousand)
S&P/Case-Shiller Index — August	142.84	142.62	148.49	0.2%	(3.8)%
Composite-20
Lumber & Wood Products — September	21,945	25,898	18,573	(15.3)%	18.2%
Total Rail Carloads Traffic
Construction Spending -September	787,211	786,024	797,259	0.2%	(1.3)%
(Units per Thousand) Total
Construction Spending -September	501,845	499,044	482,947	0.6%	3.9%
(Units per Thousand) Private
Housing Affordability Index-September	190.8	180.6	179.0	5.6%	6.6%
Pending Home Index –September	84.5	88.6	79.4	(4.6)%	6.4%
Estimated Monthly Sales for Retail-September	24,764	26,196	23,288	(5.5)%	6.3%
Building Material &supply Dealers
	2012:Q2e	2012:Q1e	2011:Q4e	2011:Q3e	2011:Q2
Leading Indicator of Remodeling	(3.5)%	(4.8)%	(.5)%	3.4%	(.2)%
Activity (LIRA) 3rd Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

Related articles

• August Indicator 2011 (lumbertribedashboard.wordpress.com)
• July Indicator 2011 (lumbertribedashboard.wordpress.com)

August Indicator 2011

August Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –August	5,030	4,670	4,240	7.7%	18.6%
(Units per Thousand)
Supply of Existing Homes -August	8.5	9.5	11.7	(10.5)%	(27.4)%
(No of Months)
Sales Price of Existing Homes -August	168,300	171,200	177,300	(1.7)%	(5.1)%
New Homes Sales –August	295	302	278	(2.3)%	6.1%
(Units per Thousand)
Supply of New Homes –August	6.6	6.5	8.9	1.5%	(25.8)%
(No of Months)
Sales Price of New Homes –August	209,100	228,900	226,600	(8.7)%	(7.7)%
New Home Starts -August	571	601	606	(5.)%	(5.8)%
(Units per Thousand)
New Homes Completed –August	623	640	607	(2.7)%	2.6%
(Units per Thousand)
S&P/Case-Shiller Index — July	142.77	141.48	148.89	0.9%	(4.1)%
Composite-20
Lumber & Wood Products — August	25,898	21,766	23,378	19.0%	10.8%
Total Rail Carloads Traffic
Construction Spending –August	799,145	788,308	791,749	1.4%	0.9%
(Units per Thousand) Total
Construction Spending –August	510,981	508,875	484,100	0.4%	5.6%
(Units per Thousand) Private
Housing Affordability Index-August	183.7	180.1	171.8	2.0%	6.9%
Pending Home Index –August	88.6	89.7	82.3	(1.2)%	7.7%
Estimated Monthly Sales for Retail-August	25,851	25,980	23,722	(.5)%	9.0%
Building Material &supply Dealers
	2012:Q1e	2011:Q4e	2011:Q3e	2011:Q2e	2011:Q1
Leading Indicator of Remodeling	(4.)%	(7.)%	4.8%	1.3%	(2.2)%
Activity (LIRA) 2nd Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

July Indicator 2011

July Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –July	4,670	4,840	3,860	(3.5)%	21.0%
(Units per Thousand)
Supply of Existing Homes -July	9.4	9.2	12.5	2.2%	(24.8)%
(No of Months)
Sales Price of Existing Homes -July	174,600	175,600	182,100	(.6)%	(4.1)%
New Homes Sales –July	298	300	279	(.7)%	6.8%
(Units per Thousand)
Supply of New Homes –July	6.6	6.6	9.0	0.0%	(26.7)%
(No of Months)
Sales Price of New Homes –July	222,000	236,800	212,100	(6.3)%	4.7%
New Home Starts -July	604	613	550	(1.5)%	9.8%
(Units per Thousand)
New Homes Completed –July	636	569	581	11.8%	9.5%
(Units per Thousand)
S&P/Case-Shilling Index — June	141.30	139.75	148.89	1.1%	(5.1)%
Composite-20
Lumber & Wood Products — July	21,766	26,895	19,215	(19.1)%	13.3%
Total Rail Carloads Traffic
Construction Spending –July	789,510	799,796	788,993	(1.3)%	0.1%
(Units per Thousand) Total
Construction Spending –July	514,499	518,981	487,592	(.9)%	5.5%
(Units per Thousand) Private
Housing Affordability Index-July	176.9	174.4	164.4	1.4%	7.6%
Pending Home Index –July	89.7	90.9	78.4	(1.3)%	14.4%
Estimated Monthly Sales for Retail-July	26,084	30,510	25,183	(14.5)%	3.6%
Building Material &supply Dealers
	2012:Q1e	2011:Q4e	2011:Q3e	2011:Q2e	2011:Q1
Leading Indicator of Remodeling	(4.)%	(7.)%	4.8%	1.3%	(2.2)%
Activity (LIRA) 2nd Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

June Indicator 2011

June Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –June	4,770	4,810	5,230	(.8)%	(8.8)%
(Units per Thousand)
Supply of Existing Homes -June	9.5	9.1	8.9	4.4%	6.7%
(No of Months)
Sales Price of Existing Homes -June	184,300	169,300	182,900	8.9%	0.8%
New Homes Sales –June	312	315	307	(1.)%	1.6%
(Units per Thousand)
Supply of New Homes –June	6.3	6.4	8.2	(1.6)%	(23.2)%
(No of Months)
Sales Price of New Homes –June	235,200	222,400	219,500	5.8%	7.2%
New Home Starts -June	629	549	539	14.6%	16.7%
(Units per Thousand)
New Homes Completed –June	535	544	881	(1.7)%	(39.3)%
(Units per Thousand)
S&P/Case-Shiller Index — May	139.87	138.84	146.47	0.7%	(4.5)%
Composite-20
Lumber & Wood Products — June	26,895	21,240	24,358	26.6%	10.4%
Total Rail Carloads Traffic
Construction Spending –June	772,319	770,519	810,437	0.2%	(4.7)%
(Units per Thousand) Total
Construction Spending –June	493,414	489,572	501,857	0.8%	(1.7)%
(Units per Thousand) Private
Housing Affordability Index-June	166.5	178.5	161.7	(6.7)%	3.0%
Pending Home Index –June	90.9	88.8	75.9	2.4%	19.8%
Estimated Monthly Sales for Retail-June	30,296	31,522	27,911	(3.9)%	8.5%
Building Material &supply Dealers
	2012:Q1e	2011:Q4e	2011:Q3e	2011:Q2e	2011:Q1
Leading Indicator of Remodeling	(4.)%	(7.)%	4.8%	1.3%	(2.2)%
Activity (LIRA) 2nd Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

May Indicator 2011

May Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –May	4,810	5,000	5,680	(3.8)%	(15.3)%
(Units per Thousand)
Supply of Existing Homes -May	9.3	9.0	8.2	3.3%	13.4%
(No of Months)
Sales Price of Existing Homes -May	166,500	161,100	174,600	3.4%	(4.6)%
New Homes Sales –May	319	326	281	(2.1)%	13.5%
(Units per Thousand)
Supply of New Homes –Mayl	7.0	6.2	9.2	12.9%	(23.9)%
(No of Months)
Sales Price of New Homes –May	222,600	21,700	230,500	925.8%	(3.4)%
New Home Starts -May	560	541	580	3.5%	(3.4)%
(Units per Thousand)
New Homes Completed –May	544	542	702	0.4%	(22.5)%
(Units per Thousand)
S&P/Case-Shilling Index — April	138.84	137.93	146.47	0.7%	(5.2)%
Composite-20
Lumber & Wood Products — May	21,240	22,595	20,352	(6.)%	4.4%
Total Rail Carloads Traffic
Construction Spending –May	753,483	757,851	811,249	(.6)%	(7.1)%
(Units per Thousand) Total
Construction Spending –May	477,213	479,275	506,752	(.4)%	(5.8)%
(Units per Thousand) Private
Housing Affordability Index-May	182.7	187.1	168.7	(2.3)%	8.3%
Pending Home Index –May	88.8	82.1	78.3	8.2%	13.4%
Est’d Monthly Sales for Retail-May	32,076	27,627	28,815	16.1%	11.3%
Building Material &supply Dealers
	2011:Q4e	2011:Q3e	2011:Q2e	2011:Q1e	2010:Q4e
Leading Indicator of Remodeling	0.2%	6.3%	10.3%	7.1%	2.6%
Activity (LIRA) 1st Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

April Indicator 2011

April Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –April	5,050	5,090	5,800	(.8)%	(12.9)%
(Units per Thousand)
Supply of Existing Homes -April	9.2	8.3	8.3	10.8%	10.8%
(No of Months)
Sales Price of Existing Homes -April	163,700	159,800	172,300	2.4%	(5.)%
New Homes Sales –April	323	278	420	16.2%	(23.1)%
(Units per Thousand)
Supply of New Homes –April	6.5	7.2	6.2	(9.7)%	4.8%
(No of Months)
Sales Price of New Homes –April	217,900	214,500	208,300	1.6%	4.6%
New Home Starts -April	523	585	687	(10.6)%	(23.9)%
(Units per Thousand)
New Homes Completed –April	554	532	744	4.1%	(25.5)%
(Units per Thousand)
S&P/Case-Shilling Index — March	138.16	139.23	143.34	(.8)%	(3.6)%
Composite-20
Lumber & Wood Products — April	22,595	27,276	21,934	(17.2)%	3.0%
Total Rail Carloads Traffic
Construction Spending –April	764,981	762,072	843,148	0.4%	(9.3)%
(Units per Thousand) Total
Construction Spending –April	482,959	474,659	538,350	1.7%	(10.3)%
(Units per Thousand) Private
Housing Affordability Index-April	184.9	187.8	170.4	(1.5)%	8.5%
Pending Home Index –April	81.9	82.6	111.5	(.8)%	(26.5)%
	2011:Q4e	2011:Q3e	2011:Q2e	2011:Q1e	2010:Q4e
Leading Indicator of Remodeling	0.2%	6.3%	10.3%	7.1%	2.6%
Activity (LIRA) 1st Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month

March Indicator 2011

March Indicator	Current Month	Last Month	Last Year	% Change Current Month Vs Last Month	% Change Current Month Vs Last Year
Existing Homes Sales –March	5,100	4,920	5,440	3.7%	(6.3)%
(Units per Thousand)
Supply of Existing Homes -March	8.4	8.5	8.0	(1.2)%	5.0%
(No of Months)
Sales Price of Existing Homes -March	159,600	156,100	169,600	2.2%	(5.9)%
New Homes Sales –March	300	270	384	11.1%	(21.9)%
(Units per Thousand)
Supply of New Homes –March	8.0	7.3	7.1	9.6%	12.7%
(No of Months)
Sales Price of New Homes –March	213,800	207,700	224,800	2.9%	(4.9)%
New Home Starts -March	549	512	634	7.2%	(13.4)%
(Units per Thousand)
New Homes Completed –March	509	593	643	(14.2)%	(20.8)%
(Units per Thousand)
S&P/Case-Shilling Index — February	139.27	140.81	143.34	(1.1)%	(2.8)%
Composite-20
Lumber & Wood Products — March	27,276	10,515	24,570	159.4%	11.0%
Total Rail Carloads Traffic
Construction Spending –March	768,899	758,579	824,023	1.4%	(6.7)%
(Units per Thousand) Total
Construction Spending –March	476,111	465,975	524,419	2.2%	(9.2)%
(Units per Thousand) Private
Housing Affordability Index-March	187.8	193.2	173.8	2.8%	8.1%
Pending Home Index –March	94.1	89.5	106.2	5.1%	(11.4)%
	2011:Q4e	2011:Q3e	2011:Q2e	2011:Q1e	2010:Q4e
Leading Indicator of Remodeling	0.2%	6.3%	10.3%	7.1%	2.6%
Activity (LIRA) 1st Quarter 2011
Color Tint Key		Up from Previous Month
		Down from Previous Month