Leading Market Indicators

MARKETSENTIMENT momentum

JANUARY2025

O veral,twothirdsofadvisorsindicated thatm arketm om entum picked up in January.M ostadvisors(72%)reported nochangein theam ountof m arketing/lead generation they w eredoing,w hile28% reported an increase. Buyerand selerparticipation rem ained prim arily situational,w ith 63% and 55% ofadvisorsreporting such,respectively.

 UP

Marketm om entum is:

market momentum

100%

80%

67%

60%

40%

 VERSUSLASTMONTH

28% 6%

Jan M ar M ay Jul Sept N ov Jan M ar M ay Jul Sept N ov Jan 0% 20%

● PickingUp

● SlowingDown

● Unchanged

Theam ountofm arketing/lead generationyou’redoinghas:

lead generation

72%

60%

40%

28%

 VERSUSLASTMONTH

20%

0%

Jan M ar M ay Jul Sept N ov Jan M ar M ay Jul Sept N ov Jan 0%

● Increased

● D ecreased

● N otchanged

Broadly-speaking,whyareyourbuyersparticipatingintoday’sm arket?

buyer participation

80%

63%

60%

40%

33%

20%

Situational

4%

Jan M ar M ay Jul Sept N ov Jan M ar M ay Jul Sept N ov Jan 0%

MOSTPREVALENT

● Situational (divorce,los ofjob,kidsm oved out,changingcities,etc)

● O pportunistic (downsizerpriceadvantage,highprices,lim ited inventory,etc)

● Investm ent

Broadly-speaking,whyareyourselersparticipatingintoday’sm arket?

seler participation

80%

60%

55%

40%

27% 18%

20%

Situational

Jan M ar M ay Jul Sept N ov Jan M ar M ay Jul Sept N ov Jan 0%

MOSTPREVALENT

● Situational (divorce,los ofjob,kidsm oved out,changingcities,etc)

● O pportunistic (downsizerpriceadvantage,highprices,lim ited inventory,etc)

● Investm ent

advisorm arketsurvey

5

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