Real Estate — Housing Inventory Growth Levels Off as Mortgage Rates Shift

Real Estate · 2026-04-12

TODAY'S SIGNAL — Three developments converge around a single question: is the spring 2026 market about to tighten again? U.S. housing inventory growth has decelerated sharply to just 3.21% year over year, with new listings falling 7.9% — a trajectory that could push inventory negative within weeks if the trend holds. Simultaneously, mortgage rates are dipping following the Iran cease-fire, with…