Real Estate Market Brief
Summary
December saw a record high rate of home purchase contract cancellations, with a severe imbalance between sellers and buyers, signaling significant challenges in the housing market.
Key Points
- Record Cancellations: Over 40,000 agreements (16.3% of homes under contract) were canceled in December, the highest rate since Redfin began tracking in 2017.
- Seller-Buyer Imbalance: Sellers outnumbered buyers by roughly 47% (631,535 more sellers), the largest gap since 2013.
- Primary Causes: High housing costs, rising inventory, and economic uncertainty are making buyers more selective and willing to walk away.
- Regional Variance: Atlanta had the highest cancellation rate (22.5%), while New York, San Francisco, and San Jose had the lowest.
- Market Outlook: Pending sales dropped 9% in December, and the high cancellation rate points to weak closed sales in January and February.
房地产市场简报
总结
12月份，房屋购买合同取消率创下历史新高，卖家与买家数量严重失衡，预示着房地产市场面临重大挑战。
关键点
- 取消率创新高：12月有超过40,000份合同（占签约房屋的16.3%）被取消，这是Redfin自2017年追踪该指标以来的最高记录。
- 买卖双方失衡：卖家数量比买家多出约47%（多出631,535名卖家），这是自2013年以来最大的差距。
- 主要原因：高房价、库存增加以及经济不确定性使得买家更加挑剔，并愿意放弃交易。
- 地区差异：亚特兰大的合同取消率最高（22.5%），而纽约、旧金山和圣何塞的取消率最低。
- 市场展望：12月待完成销售额下降了9%，高取消率预示着1月和2月的最终成交将非常疲软。
Original Article Link: https://www.cnbc.com/2026/01/27/homebuyers-backing-out-of-deals.html