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2026年、新築住宅物件の掲載件数の伸びが販売件数の伸びを初めて上回るとZillowが発表

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-- 不動産情報サイトZillow Group(Z、ZG)は水曜日、住宅ローン金利の上昇が景気回復を停滞させたため、米国の新規住宅販売物件数が今年初めて前年同月比で販売件数を上回る伸びを示したと発表した。 Zillow Groupによると、4月の新規物件数は前年同月比2.1%増の42万6356戸、販売件数は同0.4%減の32万3631戸となった。販売中の物件数は前月比3.7%増加し、販売物件総数は130万戸となった。 Zillow Groupのチーフエコノミスト、ミシャ・フィッシャー氏は、「年初に予想していた春の景気回復は、3月の販売件数の増加につながったものの、4月には金利上昇によって停滞した」と述べた。「しかし、2025年に状況改善を期待して購入を見送った投資家にとっては、その改善が実現したと言えるだろう。」 先週、住宅ローン残高が832,750ドル以下の30年固定金利住宅ローンの平均金利は、前月の6.37%から6.45%に上昇したと、住宅ローン銀行協会(MBA)が水曜日に発表した報告書で明らかになった。 Zillowによると、米国の一般的な住宅の月々の住宅ローン返済額は、先月前年比3.4%減の1,829ドルとなった一方、住宅価格は0.7%上昇し、366,712ドルとなった。 4月の価格引き下げ物件の割合は23.5%で、前年同月比1ポイント減となったものの、前月比では0.9ポイント上昇した。 Zillowによると、最近の住宅ローン金利の上昇にもかかわらず、2025年の市場動向を見守っていた購入者は、選択肢が増え、購入しやすくなり、意思決定に少し余裕ができたため、今春はやや有利な条件で住宅購入に臨んでいる。 「1年前と比べて選択肢が増え、月々の支払額も下がったことで、たとえ今はそう感じられなくても、計算上は買い手有利に傾いている」とフィッシャー氏は述べた。「金利が順調に推移すれば、急速な回復が見込めるという楽観的な見方は依然として十分にある」。 火曜日に発表された政府データによると、米国の新築住宅販売件数は、北東部地域での需要急増に牽引され、3月のウォール街の予想を上回った。

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