2025.07. 29 作者 | 第一 财经 高雅 美国房地产市场传统上最为活跃的交易周期如今却异常冷清。根据美国人口普查局最新发布的数据， 美国新建单户住宅销售持续放缓，市场库存与供应量持续攀升，房价呈现下行趋势。 美国房地产经纪公司Redfin的统计进一步印证了这一趋势，今年4至6月的春季销售季期间，全美签 署的房屋销售合同数量创下自2012年以来的新低。 "近期我在曼哈顿完成的几笔交易，成交价格都处于低位。目前曼哈顿市场正处于低谷期，确实存在 不少优质的交易机会。"纽约知名地产经纪公司Serhant的资深经纪人艾米·王（Amy Wang）对第 一财经记者表示，不少卖家都表现出较强的出售意愿，在新泽西地区，优质社区仍然需要加价竞购， 但普通社区的交易节奏明显放缓。整体而言，市场降温的趋势已经十分明显。 为何放缓 根据美国人口普查局数据，经季节性调整后，今年6月全美新建住宅年化销售量仅为62.7万套，虽然 环比微增0.6%， 但同比显著下降6.6%。 库存方面，截至6月末，全美待售新房存量达到51.1万套，环比增长1.2%，同比增幅达8.5%。当前 房屋供应与销售比率已攀升至9.8个月，较5月的9.7个月和 ...

Banc of California (BANC) Q2 2025 Earnings Call July 24, 2025 01:00 PM ET Speaker0Good day, and welcome to the Bank of California Second Quarter twenty twenty five Earnings Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this I would now like to turn the conference over to Ann DeVries, Head of Investor Relations at Banc of California. Please go ahead.Speaker1Good morning, and thank you for joining Banc of California's ...

Century Communities (CCS) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $2.65 per share a year ago. These figures are adjusted for non-recurring items. Ahead of this earnings release, the estimate revisions trend for Century Communities was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank ...

Group 1 - The core point of the article highlights a significant decline in new single-family home sales in the U.S., with a month-over-month drop of 13.7%, marking the largest decrease in nearly three years, and an annualized sales rate of 623,000 units, the lowest since October 2023 [1][3] - The decline in sales is attributed to high interest rates, with the 30-year fixed mortgage rate hovering around 7%, leading to increased monthly payment pressures for first-time homebuyers and a reduction in their borrowing capacity [3] - Rising construction costs due to tariffs on materials and labor shortages are further exacerbating the affordability crisis, making it difficult for buyers to enter the market despite increased inventory [3][4] Group 2 - The labor market's changes are impacting buyer sentiment, with a slowdown in hiring across various sectors and recent layoffs causing households to adopt a more conservative outlook on future income stability [3] - The Federal Reserve has not indicated a clear path for interest rate cuts, with inflation data not yet returning to the 2% target, suggesting that high interest rates may persist until the end of the year [4] - The decline in new home sales could negatively affect other macroeconomic indicators such as building permits, new housing starts, and housing-related consumer spending, potentially weakening the foundation of the U.S. economic recovery [4]