Industry watchers on both sides of the aisle say President Donald Trump's recently announced goal of banning "large institutional investors" from buying single-family homes won't address the root cause of high home prices: a shortage of homes. Major investors, including hedge funds and private equity firms, own hundreds of thousands of single-family homes around the US, which has raised concerns that Wall Street-backed groups are outcompeting individual homebuyers, especially first-time buyers, and driving ...

The Sunshine State and the Golden State have long been among the world's top ultra-luxury hotspots. Florida, in particular, rose to prominence in 2025: Fisher Island became the most expensive ZIP Code in the country before Newport Coast, CA reclaimed the title to close out the year. Typical homes in both markets sell for over $11 million. Overall, Los Angeles and coastal Florida accounted for eight of the ten most expensive sales in 2025. An oceanfront estate in Hawaii and a Bay Area estate in Woodside, CA ...

根据Redfin的数据，上月市场上活跃的购房者约为143万人，这是该经纪公司自2020年4月（当时美国因 疫情封锁导致交易停滞）以来记录的最低水平。11月卖家数量比买家多出约37%，这一差距是去年的两 倍以上。 Redfin高级经济学家阿萨德·汗表示："住房可负担性的适度改善可能会在2026年吸引部分购房者入市。 但在可预见的未来，住房市场可能仍将处于买方市场区间，卖家需通过降价或提供优惠来吸引买家。" （文章来源：新华财经） 新华财经北京12月25日电美国抵押贷款利率连续第二周小幅回落。房地美周三在一份声明中表示，30年 期固定利率贷款的平均利率为6.18%，低于上周的6.21%。自9月以来利率持续下降，但购房者的反应仍 显迟缓。 与此同时，卖家正撤下挂牌房源，等待市场回暖。关键的春季销售旺季将在未来几个月内启动，房产经 纪期待随着天气转暖买家能重返市场。 ...

SEATTLE--(BUSINESS WIRE)--U.S. pending home sales fell 5.8% from a year earlier during the four weeks ending December 14, the biggest decline since the start of 2025. That's according to a new report from Redfin, the real estate brokerage powered by Rocket. On a metro level, pending sales declined in all but six of the 50 most populous U.S. metro areas, with the biggest drops in San Jose, CA (-35.1% year over year), Houston (-20.9%), and Oakland, CA (-17.6%). The typical U.S. home that does sel. ...

2026年，美国房地产市场可能迎来一次"大重置"。 随着美联储进入降息通道，美国房地产市场预期将迎来喘息之机。 根据房地美（Freddie Mac）最新数据，自10月中旬以来，美国30年期房屋抵押贷款利率持续维持在 6.3%以下，最新数据为6.22%，呈现稳中趋缓态势 美国房地产经纪平台Redfin在其本月发布的年度展望报告中称，2026年，美国房地产市场可能迎来一 次"大重置"。住房销售有望逐步回升，价格渐趋正常化，可负担性也将缓慢改善。但报告也同时提醒， 对许多年轻购房者而言，拥有住房的梦想"仍遥不可及"。 总部位于吉隆坡的亚洲房产科技集团居外IQI（Juwai IQI）联合创始人兼集团首席执行官安萨里 （Kashif Ansari）接受第一财经记者采访时表示，当前美国楼市正呈现出"整体放缓，但强势区域依然 坚挺"的格局。 "尽管按揭利率已停止上升，但长期维持在高位，确实导致全美购房情绪有所降温，表现为成交周期延 长、房价涨幅回落至近两年低点。然而这并不意味市场转冷，反而折射出市场正在回归一种更为理性、 真实的节奏。"他称。 他举例称，在旧金山市知名的诺伊谷，一处挂牌价249.5万美元的单户房型最终以高出 ...

Core Insights - The partnership between Zillow and Redfin is under scrutiny for potentially violating antitrust laws by reducing competition in the rental listings market [6][7] - The Federal Trade Commission (FTC) and five state attorneys general have filed lawsuits against the companies, alleging unlawful agreements that harm renters and property operators [6][7] Group 1: Market Dynamics - The internet listing service advertising market is highly concentrated, with Zillow and Redfin being key players [3] - In February 2025, Zillow and Redfin announced a deal making Zillow the exclusive provider for Redfin's websites, aiming to increase access for renters and property owners [4] Group 2: Legal Proceedings - Redfin agreed to cease its contracts with advertising customers and stop competing in the multifamily property market for up to nine years [5] - The FTC's complaint highlights that the partnership could lead to higher prices and worse terms for renters, reducing competition incentives for both companies [6] Group 3: Financial Aspects - Zillow paid Redfin $100 million to facilitate its exit from the rental listing market [7] - Following the agreement, Redfin dismantled its multifamily rental internet listing service and laid off approximately 450 employees [5]

Core Insights - The housing market is experiencing a stalemate where sellers are withdrawing listings due to high prices and mortgage rates, while buyers are unable to afford homes at these prices [2][3][15] Supply and Demand Dynamics - Sellers are taking homes off the market at the fastest pace in nearly a decade, primarily because they are unwilling to lower their asking prices [1][2] - Active listings are up, but true supply is tighter than it appears, as many homes are overpriced and sellers are not negotiating [8][9] - In markets like Florida and Texas, sellers are more likely to withdraw listings due to price competition, while in areas like New York, sellers are satisfied with offers and keep their homes on the market [6][7] Buyer Behavior - Buyers are increasingly opting to rent instead of purchasing homes due to affordability issues, leading to a decrease in demand [8][12] - The escrow period often leads to complications that can cause deals to fall apart, as buyers may discover additional costs that sellers are unwilling to cover [12][13] Interest Rates and Market Movement - A reduction in interest rates would likely help align the interests of buyers and sellers, as sellers are holding out for higher prices to offset the impact of high rates on their next home purchase [15][16] - Current interest rates are still too high to significantly stimulate market activity, with a need for rates around 5% for a meaningful change [16]

Core Insights - Home prices are experiencing slower growth, which is unfavorable for both potential buyers and current homeowners [1] - Different data providers report varying price changes, with Cotality estimating a 1.2% increase, Redfin reporting a 3.1% annual gain, and the Federal Housing Finance Agency noting a 3.26% increase year-over-year [2] - Affordability remains a significant issue for many Americans, with the cost of homeownership requiring a substantial portion of median household income [3][4] Market Dynamics - The housing market is exhibiting a "K-shaped economy," where higher-priced homes are seeing increased sales while lower-priced segments are declining [5][6] - Sales of homes priced above $750,000 increased by 5.8% in the first seven months of the year, contrasting with a 3% decline in sales for homes below that price point [6] - Homeowners may feel they have missed a recent market peak, leading to reluctance in selling their properties [6][7] Seller Behavior - There is a backlog of homeowners who are hesitant to sell due to the current market conditions, as they recall recent high sale prices [7] - A significant number of home listings were pulled from the market in September, indicating that sellers prefer to stay put rather than accept lower offers [8]

Core Insights - Mortgage applications have surged to a two-year high as interest rates remain stable, yet sellers are withdrawing homes from the market at the fastest rate in nearly a decade, indicating a significant shift in the housing market dynamics [1][3]. Market Transition - The housing market is experiencing a major transition from a seller's market to a buyer's market, the first such shift in over a decade, leading to a period of adjustment for both buyers and sellers [3][5]. - Sellers are facing challenges in selling their homes and paying off mortgages, a situation not seen in the last 10 to 15 years, contributing to the market's transition [3]. Seasonal Trends - A potential normalization in market behavior is anticipated in the spring, following a winter adjustment period, with many sellers likely to pause their efforts until early next year [4][5]. Economic Uncertainty - Macro-economic uncertainties are affecting buyer confidence, particularly in high-end markets, due to stock market volatility, which is causing potential buyers to hesitate in making long-term commitments [5][6]. Price Dynamics - Home prices have remained relatively stable despite a significant drop in sales volume, with some markets experiencing declines of up to 50%, leading to a standoff between buyers and sellers [7][9]. - Sellers are reluctant to lower prices or invest in repairs without clear indications of market recovery, while buyers believe they can secure better deals by waiting [8][9]. Geographic Insights - Certain regions, such as Florida and Texas, are experiencing a high percentage of stale listings, with over 70% of listings in Florida being considered stale, while the Washington DC area is seeing increased uncertainty due to federal job market conditions [11][12].

Core Insights - U.S. pending home sales experienced a decline of 2.1% year over year during the four weeks ending November 23, marking the largest decrease in eight months according to Redfin's data [1] Group 1: Homebuying Demand Indicators - The daily average 30-year fixed mortgage rate is currently at 6.2% [1]