Vancouver Real Estate Enters Second-Wave Correction, Inventory Soars

Home prices in Vancouver have resisted the sharp downturn seen in Toronto, but that may be changing fast. Greater Vancouver Real Estate Board (GVREB) data shows prices made a sharp drop in January, with losses accelerating in recent months. A combination of weak demand and multi-year highs for inventory—and a new construction glut—signals more downward pressure ahead. 

Greater Vancouver Home Prices Enter Second Wave of Correction

The price of a typical home across Greater Vancouver. 

Source: GVREB; CREA; Better Dwelling.

The price of a typical home dropped substantially last month, shedding 1.2% (-$13.4k) to $1.10 million in January. Greater Vancouver home prices are now 5.7% (-$66.6k) lower than last year, and 12.0% (-$150.9k) below the April 2022 record high. It’s a substantial drop, although it may not seem that way in contrast to Toronto falling at nearly double the rate. 

Greater Vancouver’s comparative reliance may be tested later this year. Nearly half (44%) of the drop from peak has occurred within the past 12 months, implying acceleration… and 88% of the declines in the past year occurred within the past 6 months. 

Driving this massive shift is the market’s realization that sales aren’t just bouncing back, and an aggressive rise in inventory. 

Vancouver Sees Sales Fall, Hits Highest Level In Over A Decade 

Greater Vancouver’s existing home sales and MLS active listings for January. 

Source: GVREB; CREA; Better Dwelling.

Winter isn’t usually busy, but Greater Vancouver’s slowdown is more than just weather-related. The board saw just 1.1k sales in January, down 28.7% from last year and 30.9% below the 10-year average. It was on par with 2023 and 2019, though both of those Januarys marked a seasonal trough. The difference this time is the epic buildup of inventory. 

Greater Vancouver real estate sellers came out in full force last month. The board reported 5.2k new listings in January, up 7.3% from a year prior and 19.4% above the 10-year average. Weak sales helped drive total active inventory to 12.6k homes for sale, 9.9% higher than last year and 38% above the 10-year average. That’s not a flood of inventory—it’s a goddam, motherf&%king tsunami. 

For context, CREA’s preferred measure of demand is the sales-to-new-listings ratio (SNLR). It’s a simple but effective tool used by the industry. A ratio of 40 to 60 percent is a balanced market where the market is priced right. A higher ratio is a seller’s market where prices generally rise, and below is a buyer’s market where prices fall. 

The SNLR in Vancouver was just 21% in January, the weakest for the month going back to at least 2015. That’s a lot of downward pressure, and it would be surprising if that were resolved by Spring. 

A lot of cities claim to have no inventory, but Vancouver is one of the cities where it’s historically been true. That’s no longer the case, and existing homes aren’t the only place seeing an inventory glut. The region’s developers were sitting on a record 5.5k new homes completed and unsold in December, representing over 1 in 4 vacant units across the country. Vacancy tax exemptions on new homes mean they face less pressure than existing inventory, but that’s a lot more choice than buyers have had in a very long time. 

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  • AmericanHomeBuy 4 months ago

    EVERYTHING FARMS, HOUSES, CONDOS TOWNHOUSES across BC Alberta, Ontario, Quebec and the rest of Canada is extremely overpriced by +/-
    $ million(s) of dollars!!
    NEW LUXRY USA HOUSES WITH BACKYARDS COST 400K OR LESS
    SEE YOUTUBE ZILLOW REDFIN LANDSEARCH ETC

    • don smith 4 months ago

      irrelevant nonsence

      • David E. 4 months ago

        He’s not wrong actually.

      • Burnabonian 4 months ago

        Pretty relevant, given that it is verifiable.

        Americans have 27% more buying power and are unapologetically money-grubbing. Yet even they price their houses as dwellings rather than assets in a ponzi scheme.

        Canada laid down most traditional productivity decades ago and chose to go all-in on the Real Estate Industrial Complex for wealth creation.

        Everyone getting rich by everyone flipping houses to each other has gone exactly how you would think it would go:

        -Boomers are exiting the planet at the apogee of their lifelong “fuck you got mine” mantra.
        -Youth hopeless and despairing
        -Economic productivity a disaster
        -A new-money parasite class was invented that does nothing but hold our inadequate housing stock hostage, ransoming it to…us

        All Ponzi schemes and all bubbles end the same way and the “20 times income is the new normal” aka “Canadian Tulip Fustercluck” was no exception.

        Leaving a generation of bagholders, generational-level wealth destruction, and probably one or more decades of suffering necessary to get back to fundamentals.

        But let’s all pat ourselves on the back because our moral superiority allowed us to sidestep the GFC. (Sitting that one out had NOTHING to do with kicking the can on housing. Pay no attention to the Harper behind the curtain.)

        • JCH 4 months ago

          Well said, Burnabonian! Funny, it was totally not lack of supply after all! Not excessive fees and red tape for developers holding back supply! Turns out prices being pushed to the moon by NIRP, FOMO, fraud, money laundering, tax evasion, upzoning… has real implications for people. And here we are — no one wants to have kids here anymore, because they sensibly refuse to raise a family in a 500 sqft condo! As someone who hopes to see life here become more affordable again, bring on the hard price drops and ponzi collapse – it’s the only way to rebuild this economy into one based on productivity again!

    • peter 4 months ago

      Do you even have a life other than the internet?!? go visit your friend , and not the one in the mirror , and talk out loud with no key pad and be ready for the answers

  • don smith 4 months ago

    Yes you can buy a house in the US cheap
    but go bankrupt with a minor cough. Its like living in dictatorship in 3 world conditions for a lot of the population.
    As for Canada real estate prices do not be surprised if they fall below US prices.
    Looks like buyers are disappearing so
    house prices will become meaningless .
    They do not necessarily drop to nothing
    the market just freezes ,no sales no buyers for a while.

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