According to Moonshot’s analysis shared on Twitter on April 30, 2025, the current US housing market is experiencing reduced transaction volumes due to persistently high mortgage rates and tightening credit conditions (source: @moonshot). For traders and investors, this signals a potential period of price stagnation or mild declines, with REITs and homebuilder stocks facing downward pressure. Moonshot’s data suggests monitoring regional inventory levels and mortgage rate trends for actionable trading signals, as these factors are directly influencing short-term price movements and market sentiment.

According to The Kobeissi Letter, the number of unsold completed single-family homes in the US rose by 31,000 year-over-year in March 2025, reaching 119,000—the highest level since July 2009. Over the past three years, unsold inventory has tripled, and unsold homes now represent approximately 12% of housing starts. This surge in unsold inventory signals growing risks for real estate market liquidity and could trigger price corrections or increased selling pressure on homebuilders' stocks (source: The Kobeissi Letter, April 28, 2025). Traders should monitor housing sector ETFs and related equities for heightened volatility.