The U.S. homebuilder recession just got worse. Months of supply for new homes have climbed north of 9.0 months, putting builder inventory near levels last seen around the 2008 housing crash. There have only been a handful of periods in modern U.S. history when builders were sitting on this much supply. And almost all of […]
Florida Housing Inventory Suddenly Drops 14% after spending two years moving sharply in the opposite direction. From July 2023 to July 2025, the number of homes for sale across Florida surged roughly 110%, eventually approaching 175,000 listings. That enormous increase in supply shifted negotiating power toward buyers and contributed to falling home values across many […]
Something is breaking in America’s Investor-Heavy Housing Markets. During the pandemic housing boom, investors flooded markets like Atlanta, Jacksonville, Charlotte, Baltimore, and Phoenix. In some ZIP codes, investors accounted for more than 40% of home purchases in 2022, providing an enormous additional source of demand. Now that demand is disappearing. Many of the ZIP codes […]
The U.S. Housing Market in Its Longest Homebuyer Recession is facing another problem that could last far longer than today’s mortgage-rate shock. Pending home sales fell another 2.3% in July and remain roughly 33% below pre-pandemic norms. Contract signings have now stayed depressed for longer than during the entire 2008–2011 housing downturn, while mortgage applications […]
Florida’s housing reset is reaching a level that seemed almost impossible during the pandemic boom. Two townhouses in Davenport, southwest of Orlando, are now listed for $199,000 each. One of the properties was purchased for approximately $283,000 in October 2021, meaning the current owner is staring at an $84,000 decline, or nearly 30% in five […]
Florida homebuyers still aren’t coming back in meaningful numbers—and sellers are finally being forced to respond. Only 32,100 homes sold across Florida in July 2026, tying the third-lowest July sales count of the last 13 years. Transactions remain roughly 30% below the pandemic peak, 20% below 2019 levels, and 11% below the long-term July average. […]
Florida homeowners could soon receive one of the biggest property tax breaks in the state’s history. And it would arrive at a moment when the housing market desperately needs some relief. Home values across Florida are already down roughly 7% statewide since mid-2024. Home sales remain 11% below their long-term average and about 30% below […]
A nearly new Florida home is being listed for $115,000 less than its 2024 purchase price. The owner purchased the property for approximately $525,000 as a new build. Just two years later, it is listed for roughly $410,000 in a VA short sale—a stunning 22% decline. And the discount goes deeper than the headline number. […]
One of the biggest housing supply explosions in America is unfolding just north of Tampa. The Pasco County Housing Market now has nearly 3,900 homes for sale, up from roughly 1,600 in 2023. That’s a staggering 145% increase in inventory in only three years, pushing supply to its highest level in about a decade. And […]
Two neighboring Florida counties are heading toward remarkably different demographic futures. In Pinellas County, there are now roughly 43% more deaths than births, putting the county into severe natural population decline. Yet directly across Tampa Bay, Hillsborough County has about 41% more births than deaths, providing a much stronger foundation for organic population growth. Same […]