Friday, September 18, 2026

 

Residential

Real Estate

Has the Bubble Burst??

Prices of mid-tier single-family homes have dropped by 11% to 26% seasonally adjusted in these 15 bigger cities and counties through July, from their respective peaks, mostly in mid-2022, but two of them in 2024.

Wolf Street

1AustinTX-26%2022
2OaklandCA-24%2022
3New OrleansLA-20%2022
4Lee County (Cape Coral, Fort Myers)FL-18%2022
5Sarasota CountyFL-17%2022
6BirminghamAL-17%2022
7McKinneyTX-14%2022
8WashingtonDC-13%2022
9HaywardCA-13%2022
10Contra Costa County (East Bay)CA-12%2022
11DenverCO-12%2022
12Collier County (Naples)FL-12%2024
13PhoenixAZ-11%2022
14AuroraCO-11%2024
15Fort WorthTX-11%2022

New homes are competing with existing homes, and homebuilders have to sell homes, it’s getting tougher, and they’re buying down mortgage rates, and they’re offering lower price points, and they’re throwing incentives at buyers. And the market of existing homes feels that.

DYI:  Simply put, if prices remain too high for long enough, pricing more and more buyers out of the market, economic gravity will bring down prices to a more affordable level.  So far from my point of view higher mortgage interest rates is doing the lion share of the decline with overall high prices taking a second seat.  If mortgage rates go higher eventually it will end up being price drops far greater than what is caused by interest rates.  Throw in a recession bargains in certain areas of the country will show up.  If Price to Yearly Rents is less than 10 to 1 you’re in bargain territory (5 to 1 or less – bargain of a lifetime).

Buy vs Rent

Till Next Time

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