Sales, Jeonse, and Monthly Rent Transaction Volumes Decrease Simultaneously... 'Abnormal Signals' Detected in Real Estate Market

Recently, an unusual phenomenon has emerged in the real estate market where the transaction volumes for sales, Jeonse, and monthly rent are all decreasing simultaneously, leading to analyses regarding abnormal signals in the market. According to a video released on September 28, 2026, although some areas in Seoul and the Seoul Capital Area have recovered or surpassed their previous peaks, most apartments have not yet reached their previous peak levels.

Sales, Jeonse, and Monthly Rent Transaction Volumes Decrease for 4 Consecutive Months

The video pointed out the phenomenon where the transaction volumes for sales, Jeonse, and monthly rent are all decreasing as a recent characteristic of the real estate market. In a typical normal market, when sales transaction volumes decrease, Jeonse and monthly rent transaction volumes tend to rise, but the analysis shows that for four consecutive months since June, all three transaction types have been showing a downward trend. The causes of this phenomenon appear to be a mixture of the burden caused by rising interest rates and the wait-and-see attitude of consumers due to the announcement of various government real estate measures.

Analysis of Interest Rate Increase Variables and Financial Services Commission Policies

Changes in the attitudes of market participants are also being observed. According to KB statistics, the decline in the will to purchase is appearing as an indicator, which can be compared to the transaction volume trends during past real estate boom and bust periods. The video explained that the possibility of interest rate hikes in the United States and the government's supply policies will be important variables determining the future direction of the market. In particular, regarding the Financial Services Commission's policy to expand loans by reflecting future income, it was analyzed that the method of increasing loan limits for specific age groups has an aspect of inducing the youth to purchase housing.

The Core of Supply Measures: Attention on Candidate Sites by Location

For a soft landing of the market in the future, the government's supply policies, especially the control of sale prices, are expected to play a key role. The video mentioned major locations where supply is expected in the future, such as Naegok-dong in Seocho-gu, Seoul, near the Gangdong and Songpa reserve forces training grounds, the Dochon-dong area in Sujeong District and Jungwon District of Seongnam, and near Daegok Station in Goyang. In particular, the possibility of large-scale supply in Naegok-dong, Seocho-gu and near Gangnam, and the possibility of utilizing urban development sites around Daegok Station were presented as major points to watch in the future market.