On The Market

The “Delisting” Wave Putting Years of Housing Market Gains at Risk

19 snips
Dec 2, 2025
The housing market is facing a potential crisis as sellers withdraw listings at an alarming rate, threatening years of gains. Delistings are at an eight-year high, raising questions about future affordability and whether a market correction or crash is on the horizon. Young Americans are particularly vulnerable, struggling with job prospects and housing insecurity. Meanwhile, markets like Austin and Miami see significant delistings. The broader economy feels the strain, with rising delinquencies and declining consumer confidence adding to the uncertainty.
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INSIGHT

Housing In A Real-Price Correction

  • Home prices are in a real (inflation-adjusted) correction despite small nominal gains.
  • Slower nominal appreciation means affordability is improving even without big rate changes.
INSIGHT

Buyers Gaining Negotiating Power

  • Days on market and price-to-list ratios show buyer negotiating power is rising.
  • A 2% average discount translates to meaningful dollar savings for buyers at median prices.
INSIGHT

Delisting Wave Signals Seller Caution

  • Delistings have hit an eight-year high, signaling many sellers are pulling listings instead of cutting prices.
  • This behavior supports a correction narrative rather than a crash because sellers are not desperate to sell.
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