Articles | Churchill Mortgage

September 2026 Real Estate Market Update

Written by Churchill Mortgage | September, 23, 2026

From cooling inflation and housing policy changes to red-hot local markets, last month brought plenty of news that could impact buyers, sellers, and homeowners. Here's a look at the key economic trends, housing market updates, and regional highlights shaping real estate across the country.

Key Takeaways: September 2026 Housing Market

  • Inflation held at 3.4% as the Fed approved its first rate hike since 2023.

  • Inventory continues to improve, with some major markets posting 30 consecutive months of inventory growth.

  • 66% of homeowners plan a major home investment, such as an HVAC upgrade, electrical or plumbing updates, and larger renovations like a bathroom remodel within the next five years.

The Big Picture: Economy & Rates

  • Tariff-related cost pressures remain a challenge for homebuilders, with nearly 73% reporting higher material costs than a year ago and some citing increases of up to 15%.

  • Inflation held steady at 3.4% in August, while core inflation, which excludes food and energy, eased to 2.4%. Rising gas prices helped drive the monthly increase, but underlying inflation pressures continued to show signs of cooling.

  • The Federal Reserve unanimously approved its first interest rate hike since 2023, raising its benchmark rate by 0.25% and signaling at least one more increase could come before year-end.

  • The U.S. economy added 162,000 jobs in August while unemployment held steady at 4.1%, a sign that the labor market remains resilient even as hiring continues at a more moderate pace.

 

The Federal Reserve unanimously approved its first interest rate hike since 2023, raising its benchmark rate by 0.25%. (Source: Bonnie Cash/UPI)

 

National Housing Market Trends: September 2026

National Housing Policy & Industry News: September 2026

Housing policy, technology, and affordability are all shaping how homes are being built and bought right now.

Homeowners Are Choosing to Improve Rather Than Move

Many homeowners may be holding onto their current mortgage rates, but they're not standing still. According to a new Angi survey, homeowners continue to invest in repairs, renovations, and upgrades, reinforcing the value they see in their homes.

  • 66% plan to make a major home investment within five years.

  • 56% expect to begin or continue a home improvement project in the next three months.

  • More than 25% are accelerating projects now to avoid future cost increases.

  • 95% believe home improvements have been a smart financial decision.

  • 96% say those projects have improved their quality of life. 

Homeowners continue to invest in their properties, with 56% planning a home improvement project in the next three months and 66% expecting to make a major home investment within five years.

 

 

Regional Housing Market Updates: September 2026

What’s Happening Across the Country

While national trends are shifting toward balance, local markets continue to move at their own pace. Here’s a concise look at what stands out by region.

Southeast Housing Market 

Charleston was named one of the nation's top markets for new construction, helping South Carolina earn an "A" on Realtor.com's 2026 Housing Report Card.

 

Northeast Housing Market

Midwest Housing Market 

  • Rockford, Illinois ranked as the nation's hottest housing market, attracting 2.9 times the national average number of listing views while maintaining a median list price of just $269,900.

  • Des Moines, Iowa earned the highest grade in Realtor.com's 2026 housing market rankings, combining strong affordability, healthy home construction, and an average home value of just over $210,000.

  • Kenosha, Wisconsin ranked as the nation's No. 2 hottest housing market in August, supported by strong buyer demand, a median listing price of $400,000, and home values that have climbed 6.6% over the past year.

  • St. Louis home sales increased 2.2% year-over-year in July, while inventory jumped nearly 14%, creating more choices for buyers even as limited supply keeps the market competitive.

     

Southwest Housing Market 

 

Mountain States Housing Market

 
With inventory up 9% year-over-year, the Ogden housing market is giving buyers more room to negotiate.
 
 

West Coast Housing Market 

  • San Diego’s housing market is showing signs of cooling as job growth slows and labor force participation declines, which could reduce buyer competition even as home sales rose more than 7% year-over-year and single-family home prices reached a record $1.1 million+.

  • Seattle posted the steepest home-sales decline among the nation’s 40 largest housing markets, with sales down 8% year-over-year as inventory climbed above 16,000 listings and median home prices fell nearly 4%, giving buyers significantly more negotiating power.

  • After wildfires destroyed roughly 12,000 homes in 2025, California passed new laws aimed at helping homeowners navigate insurance claims and recovery more quickly.

Be sure to check back next month for our updated insights and trends to keep you informed on the latest developments. In the meantime, if you’re thinking about buying, selling, or refinancing, our Home Loan Specialists are always ready to help you make the right move.

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