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U.S. Housing Shortfall Swells to 4.03 Million as Household Formation Outpaces Building

Realtor.com’s new report links the widening deficit to long‑running underbuilding that is keeping ownership out of reach for many buyers.

Overview

  • Realtor.com estimates the U.S. housing gap reached 4.03 million homes in 2025, up from 3.80 million a year earlier.
  • About 1.41 million households formed in 2025 as government data show 1.359 million housing starts and 1.498 million completions, both down from 2024.
  • Affordability hurdles persist with a recommended $86,000 income to buy a median starter home, a $30,400 median down payment equal to 14.4% of price, and roughly seven years needed to save it.
  • Builders face higher material costs, labor shortages and restrictive local rules, and a House‑passed Housing for the 21st Century Act now awaits a Senate vote to ease some building and lending constraints.
  • Mortgage rates have eased this year but economists see limited room for further declines as Treasury yields jump on Middle East military escalations that lifted oil prices.