US Metro Real Estate Intelligence
Rankings/Kalamazoo-Portage, MI

Kalamazoo-Portage, MI

NeutralTier 1CBSA 28020Compare
Risk Rank: #94 of 287Month: 2025-12Score change (12m): +20
54score
Composite risk percentile vs 287 metros (higher = higher risk)

Cycle Phase

Kalamazoo experienced a market correction from late 2024 through late 2024. Elevated inventory persists, suggesting the market hasn't fully normalized.

Recovery
Expansion
Hypersupply
Recession
In Hypersupply for 1 month·Previously: Recovery

Building activity may be outpacing demand absorption

ExpExpExpExpRecRecHypExpHypRecHypHyp2019202020212022202320242025
Recovery
Expansion
Hypersupply
Recession

Kalamazoo's housing market shows average risk, ranking 94th of 287 metros. The market recently entered Hypersupply. Inventory levels are elevated, warranting monitoring.

Executive Summary

Risk is Neutral, driven primarily by permit growth and migration. The market is in Hypersupply phase. Liquidity is watch and valuation is balanced.

Top Risk Drivers (This Month)

Permit Growth
p79 (elevated risk)
YoY permit change
Migration
p79 (elevated risk)
Net AGI migration (risk inverted)
Price Momentum
p76 (elevated risk)
12-month HPI change

Market Signals

Inventory is elevated (+17% YoY) and days on market are up +0% — supply is building but not yet at stress levels.

Liquidity

Watch
Active Listings YoY
+17.0%p67
Days on Market YoY
+0.0%p46
Months in status1
Data through Dec 2025

Valuation

Balanced
Rent vs. Price Growth
-1.4%p43
Months in status23
Data through Dec 2025Rent growth vs price growth (rent support). Note: Affordability and Valuation measure different structural dimensions and can diverge.
Factor Details

Factor Breakdown

Price Momentum76

12-month HPI change — higher = overheating

Permit Growth79

YoY permit change — higher = supply pressure

Permits per Capita14

Permits per 1,000 residents — higher = overbuilding risk

Affordability33

Mortgage payment / income — higher = more burdened

Employment44

12-month employment change (risk inverted)

Migration79

Net AGI migration (risk inverted)

Underlying Values

MetricValuePctile
Price Momentum+4.0%p76
Permit Growth+16.9%p79
Permits/1K Pop1.68p14
Affordability0.26p33
Employment+0.4%p44
Net AGI Migration-$52Kp79
National ContextDoes not affect score

Credit Conditions

Credit Regime

Stable

Oversupply with deteriorating transactions and no credit excuse. Supply-driven correction risk is elevated.

Bank Lending Standards
-5.7Normal
Rate Change (YoY)
-74 bpsNormal
Mortgage Risk Premium
+189 bpsElevated
Stable for 8 quartersData through 2026-Q1

Supply Pipeline

Supply Regime

Accumulating

Supply pipeline is building up while credit remains available. New units are accumulating in the system — watch for delivery pressure in coming quarters.

Pipeline Ratio
0.91High
Completion-Permit Divergence
-3.2 ppNormal
Accumulating for 3 quartersData through 2025-Q4
Local SignalsDoes not affect score

Metro Permit Activity

Permit Activity

Surge
YoY Permit Growth
+16.9%Far above norm

Raw signal — not the composite percentile

Relative to 2016–2019 norms for this metro

Based on limited permit volume

Heavy building into softening demand. The construction pipeline may outrun absorption — watch for inventory acceleration in coming months.

Liquidity

Liquidity

Watch
Active Listings YoY+17.0%
Days on Market YoY+0.0%
AssessmentInventory building
Watch for 1 monthData through Dec 2025
Internal Structure

County-level structural analysis.

County-level structural analysis is not available for this metro due to fewer than 3 qualifying counties.

Score History
MonthScore
2025-1138
2025-0936
2025-0837
2025-0644
2025-0444
2025-0235
2024-1234
2024-1136
2024-0942
2024-0841
2024-0635
2024-0540
2024-0339
2023-1243
2023-1036
2023-0938
2023-0738
2023-0641
2023-0436
2023-0230
2022-1236
2022-1034
2022-0932
2022-0835
2022-0631
2022-0335
2022-0236
2021-1230
2021-1137
2021-0940
2021-0633
2021-0531
2021-0342
2021-0242
2020-1244
2020-1143
2020-0946
2020-0636
2020-0331
2019-1238
2019-1038
2019-0940
2019-0740
2019-0443
2019-0240
2019-0138
Data Vintages
Price (HPI)2025-Q3
Permits2025-12
Income2024
Employment2025-12
Migration2022