According to new data from property analytics firm Cotality, the U.S. housing market is opening 2026 in a state of recalibration rather than recovery, with cooling prices, widening regional disparities and mounting affordability strains reshaping buyer and seller behavior.
Investors are preparing to deploy fresh capital into U.S. commercial real estate in 2026, encouraged by stabilizing asset values, improving operating fundamentals and growing confidence that borrowing costs are nearing a peak, according to a new survey from CBRE Group Inc.
Homebuyers are backing out of purchase agreements at the fastest rate on record according to Redfin, underscoring the growing leverage buyers hold as high costs and swelling inventories reshape the housing market.
The U.S. housing market ended 2025 on a weaker footing than expected, raising fresh concerns about momentum heading into 2026 as buyers pulled back sharply from signing new contracts.
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