“The real problem here is we’re seeing some distributional aspects to the higher rates, especially in housing and for lower-income households with high credit card debt,” he said. “We’re seeing this big [capital expenditures] boom, part of it is AI, part of it is the tax bill, and so capex is doing well; but households, home building is struggling.”
The January 7, 2025, Palisades and Eaton wildfires inflicted catastrophic damage on Los Angeles, destroying more than 13,500 properties and triggering an estimated $40 billion in insured losses, according to property data firm Cotality. Nearly nine months later, recovery remains stalled. LA County reports fewer than 50 rebuilding permits issued by late May, while Altadena officials indicate only 15 permits have been granted for the Eaton fire zone.
The number of empty U.S. homes stayed relatively flat in the third quarter of 2025, even as abandoned foreclosure properties -- so-called "zombies" -- ticked higher, underscoring resilience in housing demand despite lingering stress pockets, according to new data from ATTOM.
營造業因災後重建分散人力，加上南部工區受颱風及西南氣流影 響，工程進度受阻，7月景氣轉為衰退。展望未來，雖有公共工程支撐， 但住宅市場低迷將限制成長動能。不動產方面，七月六都交屋潮帶動交 易量月增，惟年減幅仍大，房市景氣依舊低迷，未來半年在供給維持高 檔下，住宅市場供需壓力恐進一步加劇。
114 年 5 月實價登錄量價動態，全市交易量共 599 件，較 4 月 544 件增加 55 件，增幅 10.11%，較前一年同期 1,215 件，減幅 50.7%；交易 總額為 169.96 億元，較 4 月 186.71 億元減少 16.75 億元，減幅 8.97%， 較前一年同期 321.31 億元，減幅 47.1%。
持續受到2024年9月央行實施第七波信用管制的影響，房貸資金仍然緊縮，房市動能壓抑，買氣持續下滑，且房價開始有點 鬆動，Q2呈現「量縮價緩跌」的局面。不過國內經濟仍穩健，預計住宅價格短期內雖往修正的方向，但幅度有限。
