06/23/2026
Pent-up demand. Easing rates. Tight supply. The Bay Area housing market is at an inflection point. ๐
Cotality's May 2026 report states clearly: 'If mortgage rates ease, pent-up demand will likely break loose.' Home values increased for the second consecutive month. The national market may be in a holding pattern... but the Bay Area, with its structural supply constraints, sits in a fundamentally different position than most.
Buyers wonder if they've missed the window. Sellers wonder if they should have listed sooner. The truth is more nuanced than either worry.
This is one of the most psychologically difficult markets to navigate in a long time... not because conditions are bad, but because the signals are complex. Your uncertainty is completely legitimate.
An inflection point isn't a warning... it's an opportunity. When demand breaks loose in a market with this little inventory, the buyers who are already prepared will have a significant advantage over those still deciding. This is the moment to build your strategy, not wait for perfect clarity.
Whether you're buying or selling, the next 90 days in the Bay Area could look very different from the past 12 months. The time to get positioned is now... before the wave, not during it.
๐ฉ DM me 'INFLECTION' and I'll send you my May market brief... what's happening, what's coming, and how to position yourself right now.