Realtor.com 9月报告：全美20.8%在售房源降价创2018年以来最高9月读数，库存升至116万套
Realtor.com 发布的 9 月月度住房报告显示，美国在售房源中降价的占比升至 20.8%，同比高出 0.9 个百分点，是 2018 年以来最高的 9 月读数，也是 2022 年 10 月以来任何月份的最高水平。报告同时显示，9 月在售库存同比增长 5.4% 至 1,161,615 套，与疫情前典型水平的差距收窄至 9.1%，为本轮市场复苏以来首次低于 10%。
价格方面，9 月全国挂牌中位价为 419,250 美元，环比下降 1.2%、同比下降 1.4%，为连续第 11 个月同比下跌；新挂牌房源同比减少 0.7%；房源在市天数中位数为 61 天。区域上，西部降价占比 22.8% 居四大区域之首；在大都会层面，Salt Lake City 降价占比达 33.6%，为主要大都会中最高。
需求端仍然承压：待完成销售（pending sales）库存同比下降 4.1%，为连续第二个月下降，也是自 2025 年 3 月以来最陡的同比降幅。报告发布期间，房贷利率已回升至 7% 上方。
Realtor.com 高级经济学家 Jake Krimmel 表示：「市场上的房子比一年前多，与疫情前市场之间的库存差距正在缩小。但这一改善的来源是需求在借贷成本上升下转冷，而不是新一波卖家涌入市场。」Realtor.com 首席经济学家 Danielle Hale 此前就该报告表示，库存改善、更多卖家调整价格，但待完成销售的下滑清楚表明，进入秋季，负担能力仍是核心约束。
来源：GSM·美国（据 Realtor.com 9 月月度住房报告整理）
Realtor.com September Report: 20.8% of Listings Cut Prices, Highest September Share Since 2018, as Inventory Tops 1.16 Million
Realtor.com's September Monthly Housing Trends Report shows the share of active listings with a price reduction rose to 20.8% in September, up 0.9 percentage points from a year earlier—the highest September tally since 2018 and the highest for any month since October 2022. Active listing inventory grew 5.4% year over year to 1,161,615 homes, narrowing the gap to typical pre-pandemic levels to about 9.1%, the first time the gap has fallen below 10% during the current market recovery.
On prices, the national median list price was $419,250 in September, down 1.2% from August and 1.4% from a year ago, the 11th consecutive month of annual list-price declines. New listings slipped 0.7% year over year, and homes spent a median of 61 days on the market. Regionally, the West led the nation with a 22.8% price-cut share, and among major metros Salt Lake City posted the highest share at 33.6%.
Demand remained under pressure: pending sales inventory fell 4.1% year over year, a second consecutive monthly decline and the steepest annual drop since March 2025, while mortgage rates climbed back above 7%.
"More homes are available than a year ago, and the inventory gap with the pre-pandemic market is closing," said Jake Krimmel, senior economist at Realtor.com. "But the source of that improvement is arriving as demand cools in response to higher borrowing costs, not because a new wave of sellers is rushing to market." Realtor.com Chief Economist Danielle Hale said of the report that inventory is improving and more sellers are adjusting prices, yet the decline in pending sales makes clear that affordability remains a central constraint as autumn gets underway.
Source: GSM·USA (compiled from Realtor.com's September Monthly Housing Trends Report)
来源：GSM·美国（原文链接）
图片来源：图：美国一处待售独栋住宅前的售房牌（资料图）。照片：Rick Obst，CC BY 2.0，经 Wikimedia Commons。Photo: A for-sale sign in front of a single-family home in the United States (file photo). Photo: Rick Obst, CC BY 2.0, via Wikimedia Commons.
