On The Market Buyer Cancellations Hit All-Time High (Perfect Buying Signal?)
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Jul 28, 2025 The podcast dives into the current real estate landscape, highlighting a record high in home prices contrasted by declining values in major markets like Florida and Texas. As buyer cancellations soar to 15%, it discusses how this shift is empowering buyers and altering market dynamics. New construction is also slowing, raising questions about future trends in real estate investment. The hosts emphasize the importance of understanding psychological factors that affect market perceptions, offering a holistic view on how to navigate these mixed signals.
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Mixed Home Price Trends
- Nationally, home prices rose 2% year-over-year to a record $435,300, defying expectations of a crash.
- Over one-third of major U.S. markets, especially in Florida and Texas, are experiencing price declines, sometimes severe.
Cautious Home Price Appreciation
- More U.S. markets are shifting from price growth to decline, signaling slower appreciation nationwide.
- Investors should underwrite appreciation conservatively, around 1-3%, even in currently strong markets.
New Construction Weakness Spreads
- New home construction, especially single-family, is declining due to falling builder confidence and buyer traffic.
- Builders cut prices to attract buyers but remain cautious, causing construction slowdowns that vary regionally.