AI Data Insight
In the first quarter of 2026, total U.S. housing units reached 133,701 thousand, a slight increase of 28,000 units from the previous quarter, maintaining a steady long-term expansion of overall housing inventory. Recently, multifamily housing starts and the release of vacant units have become the main sources of supply, filling the gap left by the weakness in single-family projects. As real inventory builds up and high interest rates become the norm, the housing market structure is moving toward a supply-demand balance favorable to buyers.