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U.S. single-family investor sentiment hits record low

A new survey of U.S. single-family investors shows 45% cite worsened market conditions, investor purchases fall 23% in Q1 (both QoQ and YoY), and 32% plan no property purchases in 2026.

HOUSING INVESTOR SENTIMENT HITS RECORD LOW A new survey shows 45% of U.S. single-family investors say market conditions have worsened, the highest share since tracking began in 2023, while just 26% say conditions improved.

Investor purchases fell 23% in Q1 both QoQ and YoY.

32% now plan to buy no properties at all in 2026, while only 9% expect to buy more than last year.

More than half cite financing costs as a major problem, 75% expect no near-term rate relief, and 28% of recent purchases were made in cash.

Despite the pullback, over 60% still expect home prices to rise over the next six months.