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Despite month-to-month vacillation in U.S. housing sales, the National Association of Realtors on Thursday said the housing industry may be in recovery because gains in home sales in June were nationwide and could be sustained by a recently-passed economic stimulus bill.

NAR, one of the largest trade groups in the U.S., said that the current growth trend could be bolstered by a tax credit now available to first-time home buyers and a Federal law that makes it easier to secure lower mortgages for more expensive homes.

But there is another less-obvious factor playing into the recovery. The easy availability of real estate data on the Internet is changing consumer behavior patterns, according to NAR, and that had some effect on the downturn and it is influencing the recovery.

In the past people would buy a new home because they had an additional child or for some other life-changing reason, but people are now market-timing their purchases,” said Lawrence Yun, NAR's chief economist. “This can affect both a downturn and a recovery.”

Good and bad news now travels much faster and farther because even homeowners who are not planning to sell their homes are keeping tabs on both the current value of their homes and the nationwide housing market.

The prevalence of housing data is making the market far more cyclical than it used to be and the intervals are much shorter as homeowners' activity is being governed to some extent by the news and blogs concerning market conditions,” Mr. Yun said.

Housing sales have been rising and falling in increasingly tighter cycles. The data shows wide vacillation from month to month, according to NAR, making it tougher to identify long-term trends and transitions.

There must always be caution when reading monthly data because of the bouncing around, but the June increase was much larger than recent months and given the availability of tax credits and lower interest rates, we believe it will be sustained,” Mr Yun said.

Analyst Greg Sterling said that online real estate firms are having only a marginal effect on the economics of the industry, perhaps accelerating consumer trends, but the major trends are still being governed by demand and supply.

The data available online may factor into consumer perceptions but the market is moved by things like the availability of attractive financing,” said Mr. Sterling, an analyst with Sterling Market Intelligence. “But over time the Internet will play a bigger role as consumer perceptions become more central to the economics of the real estate market.”