US Housing Market Forecast: Q3 2025 Insights
How will affordability and supply impact the US housing market?
High interest rates, tariff concerns, and lower mortgage rates are a few factors pressuring the US housing market and driving economic uncertainty. Our homebuilder coverage has underperformed the most as the market is worried that an elevated supply of unsold homes and softer demand for new homes will further pressure homebuilder pricing power. Investors may be wondering:
Is the US housing market falling? Will the housing market crash in 2025?
Though it’s impossible to predict the answers to these questions, investment opportunities exist in any market. In fact, nearly half of our housing-related stocks are now undervalued, a stark difference from last quarter when there were much fewer undervalued stock opportunities.Our Q3 2025 report analyzes the various segments of the US housing market landscape, including housing supply and demand, home prices, repair and remodeling, and more real estate data.
Download our research to discover how the latest housing trends can influence your investment decisions.