The Hot Sheets: May Inventory Momentum and Buyer Positioning

The latest Hot Sheets reveal a surge in May home sales that eclipses last year’s figures. Ninety‑one properties are slated to close, roughly a 100 % increase over the 55 closings recorded in May 2025. Median price has climbed from $1.8 million in April to about $2.3 million, reflecting a 7‑8 % year‑over‑year gain. March’s record‑breaking 103 single‑family sales and April’s 84 closings set the stage, but May’s momentum signals that the Florida 30A market is accelerating faster than any normal year since 2020.

Supply dynamics reinforce the seller’s‑market narrative. At the end of April, inventory measured eight months of supply; if May reaches 90 closings, the balance will tighten to roughly 7.1 months. While the raw months‑of‑supply figure alone does not flip the market, the concurrent rise in absorption rate—more buyers snapping up homes each week—creates pressure on prospective purchasers. In practical terms, the market is moving from a balanced stance toward a modestly constrained environment, where inventory scarcity can translate into quicker price appreciation.

For buyers, the data suggests a strategic window: act now before inventory dips further and competition intensifies. The host’s “buy your straw hats in winter” analogy underscores the advantage of early positioning, especially for vacation‑home investors eyeing the 30A corridor. Monitoring June’s pipeline—currently 22 homes on the books—will be crucial, as reaching 45‑46 closings could match last year’s June volume. Prospective owners should engage local agents, lock in financing, and consider offers that reflect the upward price trend while the market still offers relative flexibility.