Residential Real Estate

Owner-occupied real estate including vacant land and mobile homes at market value

47.92$T

Trend YoY growth is +4.1%, slowing by 13 bps/year over the last 55Y. Latest: +2.1%, 2.0 pp below trend, a 0.3σ deviation. At current levels, YoY would fall to -1.5% by Apr '26 as comparisons tighten.

Level

YoY %

y = 11.5% 13 bps/yr · t

Deviation from trend

Forecast

Projected value by forecast vintage ($T)

Projected value ($T)

Forecast made inQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27MAPE
Q1 '2547.4948.5747.9447.2147.4348.2447.5346.8346.0238%
Q2 '2548.6448.9248.3848.8349.8849.3648.8749.6658%
Q3 '2548.2748.6349.1650.2949.8549.4250.6571%
Q4 '2547.9249.1150.2649.8349.4250.61
Q1 '2649.1150.2649.8349.4250.61

YoY change forecast

Forecast made inQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26Q1 '27MAPE
Q1 '25+3.5%+2.0%+1.3%+0.6%-0.1%-0.8%-1.5%-2.3%-3.0%38%
Q2 '25+2.2%+3.4%+3.1%+2.8%+2.5%+2.3%+2.0%+1.7%58%
Q3 '25+2.0%+3.6%+3.5%+3.4%+3.3%+3.1%+3.0%71%
Q4 '25+2.1%+3.4%+3.3%+3.2%+3.1%+3.1%
Q1 '26+3.4%+3.3%+3.2%+3.1%+3.1%

Forecasts use ordinary least-squares linear regression fitted to the YoY change series over a rolling 3Y window. Each row shows a vintage — the forecast as it would have appeared at that point in time. Projected values apply the forecasted YoY change to the prior year's level, chaining forward where actuals are unavailable. MAPE measures forecast accuracy against realized values. These are mechanical trend extrapolations, not economic models.