Tag Archives: Jonathan Gregory

“Affordability is the throughline in the first half of 2026. We’ve seen stronger appreciation in older units this year, and the most affordable segments have been among the year’s best performers. The risk we’re watching for the second half is that steep ramp in off-lease supply, EVs especially, which could pressure specific segments even as the headline holds firm. Gas is the swing factor: If pump prices keep falling, some of that EV demand could fade as availability increases,” said Gregory.

“I’d caution against reading too much into the softer year-over-year print: the deceleration from May’s 3.6% to June’s 2.1% is mostly a base effect, as we’re now lapping last June, when values were still climbing on tariff-induced demand. Continue reading →