2026 Economic by Dr. Lisa Sturgevant

2026 Economic Review

Housing Market Update and Outlook Coastal Association of REALTORS ®

Lisa Sturtevant, PhD Chief Economist

April 1, 2026

Year-to-date home sales flat despite lower rates

2026 YTD Closed Sales Compared to 2025

Monthly Closed Sales, CAR

Coastal Association Somerset County Wicomico County Worcester County

-1.0%

2024 2025 2026

100 150 200 250 300 350 400 450 500

2018–2024 Range 2016-2025 range

+12.5%

nc

-3.2% -9.1% -4.1%

Sussex County

Bright MLS

0 50

Jan Feb Mar

Apr May Jun Jul

Aug Sep Oct

Nov Dec

New pending sales suggest a slow start to the spring market

2026 YTD New Pending Sales Compared to 2025

New Pending Sales, CAR

Coastal Association Somerset County Wicomico County Worcester County

-0.8%

2024 2025 2026

0 100 200 300 400 500 600 700

2018–2024 Range 2016-2025 range

+18.0% +18.7% -11.5%

Sussex County

-9.1% +0.3%

Bright MLS

Jan Feb Mar

Apr May Jun Jul

Aug Sep Oct

Nov Dec

Price growth has slowed considerably

2026 YTD Median Sold Price Compared to 2025 Coastal Association -7.0% Somerset County +15.8% Wicomico County -0.9% Worcester County +1.2% Sussex County -7.4% Bright MLS +1.8%

Median Sold Price, Coastal Association year-over-year change

10% 15% 20% 25%

0% 5%

-15% -10% -5%

New construction prices up in Sussex, lower in MD counties

Median Sold Price, Single-Family Detached

CAR

Sussex

2024

2025

2024

2025

+5.5%

+4.2%

$575,000

$545,000

-7.3%

$499,900

+6.3%

$479,900

$375,890

$348,445

$335,000

$315,000

Existing

New

Existing

New

5

Homes are taking longer to sell

YTD Median Days on Market

120 Median Days on Market, Coastal Association

2026 2025 Change

Coastal Association Somerset County Wicomico County Worcester County

59 88 51 60 63 29

41 18 days 40 48 days 39 12 days 44 16 days 47 16 days 21 8 days

100

80

60

Sussex County

Bright MLS

40

20

0

Inventory is still tight relative to historic levels

Feb 2026 Month-End Actives Compared to 2025 Coastal Association +10.0% Somerset County -20.4% Wicomico County +32.3% Worcester County +7.2% Sussex County +6.9% Bright MLS +9.0%

Active Inventory, Coastal Association CAR Somerset

Wicomico

Worcester

Sussex

1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500

Feb 2026 as a % of Feb 2020

Coastal Association Somerset County Wicomico County Worcester County

80% 65% 97% 77% 83% 76%

0 500

Sussex County

Bright MLS

Inventory has risen slowly in CAR, sharp uptick in Sussex

Month-End Active Listings, February

CAR

Sussex

1000 1200 1400 1600 1800

0 200 400 600 800

2020 2021 2022 2023 2024 2025 2026

2020 2021 2022 2023 2024 2025 2026

8

New listings are at near-historic lows to start 2026

YTD 2026 New Listings Compared to 2025

New Listings, Coastal Association

2024 2025 2026

600

2018–2024 Range 2016-2025 range

Coastal Association Somerset County Wicomico County Worcester County

-9.6%

-14.6% +14.4% -17.7%

500

400

Sussex County

-8.4% -4.7%

300

Bright MLS

200

100

0

Jan Feb Mar Apr May Jun Jul

Aug Sep Oct

Nov Dec

New construction activity very limited in CAR

Residential Building Permits, Coastal Association CAR Wicomico

Worcester

Somerset

Sussex

1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000

0 500

Source: U.S. Census Bureau

Outlook

11

What are some key factors that will drive the 2026 market? • Pent-up demand vs. • Uncertainty and Affordability constraints

12

Mortgage Rates

0 1 2 3 4 5 6 7 8 9 2010 2011 2012 2013 2014 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Average Rate, 30-Year Fixed Rate Mortgage

Sources: Freddie Mac

13

Mortgage rates could move higher

10-Year Treasury Yield (%)

Crude Oil Prices ($/barrel)

50 55 60 65 70 75 80 85 90 95 100

3.7 3.8 3.9 4.0 4.1 4.2 4.3 4.4 4.5

Source: Federal Reserve

Source: U.S. Energy Information Administration

14

Inflation could move higher this spring

Inflation Consumer Price Index (NSA), Year-over-year change

10%

8%

6%

4%

2%

0%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

-2%

Source: U.S. BLS

15

Economic conditions appear to be weakening

Monthly Job Change, US

Unemployment Rate (%)

Monthly Job Change (000s)

Avg 2010-2019

1,000

7

800

6

600

400

5

200

4

0

-200

3

2021 2022 2023 2024 2025 2026

2021 2022 2023 2024 2025 2026

Source: U.S. Bureau of Labor Statistics

16

Affordability is driven by both prices and rates

Home prices, payments and affordability – Coastal Association region

Feb 2020 Feb 2021 $225,000 $256,500

Feb 2025 Feb 2026 $349,495 $375,495 6.84% 6.05% $2,534 $2,536 $105,600 $108,700

Date

Median Price

Mortgage Rate

3.47% 2.81%

Monthly Payment

$1,266

$1,801

Income Needed

$54,300

$77,200

Notes: Assumes 10% downpayment, 30-year fixed rate mortgage, average mortgage rate, and average property tax and homeowners’ insurance. Assumes a home buyer spends no more than 28% of income on the monthly payment.

17

Fall through rates are slightly elevated in the CAR market

Contract Fall-Through Rates, Coastal Association and Sussex CAR Sussex

Why did the buyer back out? Bright MLS Area

Home inspection raised too many concerns

53.2%

30%

Buyer changed their mind

23.7%

25%

20%

Seller not willing to provide financial assistance

18.5%

15%

Financing fell through

12.1%

10%

Home did not appraise

4.0%

5%

Issues related to home insurance

0%

2.1%

2019 2020 2021 2022 2023 2024 2025

Source: Bright MLS January 2026 buyer agent survey

18

Homes selling below asking price

Average Sold-to-Original List Price Ratio

CAR Sussex

102%

100%

98%

96%

94%

92%

90%

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

2026

Sellers have been more likely to cut asking prices

Share of Closed Sales with a Price Cut CAR Sussex

60%

50%

40%

30%

20%

10%

0%

2019

2020

2021

2022

2023

2024

2025

2026

20

Economic Uncertainty

Share saying they are “somewhat” or “very” worried

I will have to cut back on essential spending next year (e.g. groceries, health care)

77%

I will have to cut back on discretionary spending next year (e.g. entertainment, travel)

81%

There will be job cuts or layoffs at my place of employment next year

66%

I personally will lose my job or have my hours cut next year

60%

I will have trouble paying down debt or I will have to take on more debt next year

73%

I will have trouble making my monthly mortgage payment*

57%

Source: Bright MLS nationwide consumer survey, 12/3/2025/12/5/2025 n~=3,000 *Homeowners only

21

Coastal Association Housing Market Expectations for 2026

Wildcards • Conflict in Iran • Labor market • Federal government • New Fed chair

• Delayed spring market • Mortgage rates

Spring: Mid-6% range End of 2026: Around 6%

• More inventory • Slower price growth • Better market for buyers

22

Expectations for the 2026 Housing Market

For Sellers

For Buyers

• Re-set price expectations • Prepare for flexibility in negotiations • Get home “move-in” ready • Understand local market conditions

• Expect more inventory • Take advantage of greater leverage in negotiations • Do not try to “time” rates • Understand local market conditions

For Real Estate Professionals

• Mitigate risk and uncertainty • Be patient and pro-active • Serve as the local expert

23

Market Data and Analysis from Bright Research and insights specifically designed to help brokers and agents be a resource to their clients, colleagues and communities: www.brightmls.com/research

24

Need more information? Contact us! research@brightmls.com Erica Plemmons Senior Housing Economist Lisa Sturtevant Chief Economist

Colby Stout Research Analyst

25

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