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Macro EconomyMedium•23 March 2026•

1 min read

Record Gap Between US Home Sellers and Buyers Reaches Historic High in February 2026

Key Facts

1The U.S. housing market recorded a record gap with 46.3% more sellers than buyers in February 2026.

2The numerical gap between sellers and buyers reached 629,808, the largest in records dating back to 2013.

3The U.S. market has been classified as a 'buyer's market' (where sellers exceed buyers by over 10%) since May 2024.

The U.S. housing market recorded its most significant imbalance on record in February 2026, as the gap between sellers and buyers widened sharply. According to data from Redfin, the number of sellers exceeded buyers by 46.3%, marking a record numerical difference of 629,808. This represents the largest disparity since records began in 2013, solidifying the market's status as a "buyer's market." The U.S. real estate sector has remained in this phase since May 2024, driven by high interest rates and persistent economic pressures. Analysts suggest that the surplus of inventory is likely to exert downward pressure on home prices across the country. Consequently, this trend signals potential weakness for real estate investment trusts (REITs) and major homebuilder stocks such as DHI and LEN.

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