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On The Market
On The Market
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The modern real estate investor doesn’t have time to research every headline and trend. That’s why BiggerPockets' Dave Meyer and his expert panel do it for you. Learn how to invest smarter in today’s economic environment.
409 Episodes
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The next recession is already here. You may not see it, but you definitely feel it. Companies are quietly letting go of dozens or hundreds of workers at a time, interviews are getting harder to land, and those around you who made the most money are suddenly just trying to get by.
This is the “white collar recession”—and a new report could prove that it’s about to get much more severe. And what happens when the highest earners, those who buy homes and can get approved for mortgages, suddenly vanish from the housing market? The impacts could be widespread, and a permanent shift in real estate could be on the horizon.
Today, we’re unpacking it all—which jobs are most (and least) at risk, what will happen to the housing market as high-income earners lose their salaries (and ability to buy homes), and the markets most reliant on these types of white-collar jobs.
But it’s not all bad news. New opportunities could be emerging in select markets as a few major industries see stability, and one type of investment property becomes the most sought-after of all.
In This Episode We Cover
The “white collar recession” and the jobs most at risk due to AI
Why this time it’s different, and a recession may be inevitable
How the housing market will permanently shift as homebuyers lose their income
The most stable housing markets with the best employment potential
One type of investment property every investor needs to keep an eye on (demand could rise)
And So Much More!
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On The Market 401 - Off by Nearly 1 MILLION Jobs? Why New Jobs Report Will Impact Real Estate
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Could the war in Iran reverse all the interest rate relief we’ve received throughout the past year? With oil shooting up in price, unintended consequences could trickle down to your mortgage rate—and Americans are already feeling the shock.
The housing market is re-freezing as buyers (and sellers!) stay on the sidelines as the world feels more and more unstable. What does this mean for your mortgage rate? Some people say this could cause a housing crash; others argue the opposite. What’s really going to happen next?
We’re back with a new headline episode, going through the top stories affecting the housing market. First, we’re talking about the Iran war and its effects on mortgage rates and the housing market. Then, the states leading the 'two-speed housing market': some are seeing significant price gains, while much of America's home prices are declining.
Do you use an AI calling agent in your real estate business? You need to hear this first. A new lawsuit shows you could land in hot water unless you follow the rules.
In This Episode We Cover
Back to rising mortgage rates? Side effects of the Iran war on the U.S. housing market
The hottest markets still seeing 4%+ price growth even in 2026
AI agents lead to lawsuit: What you should not do if you’re using AI callers for real estate
Why so many Americans are moving from the coast inland to these cities
Is the housing market freezing again? Why buyers and sellers are backing off
And So Much More!
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Top 10 Markets Where Prices Will Rise and Fall in 2026
Headlines from Today’s Show:
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The housing market is split. Some real estate markets are seeing low inventory, rising prices, and fierce buyer competition. Others are seeing steep price cuts, desperate sellers, underwater owners, and delinquency rates creeping up.
So, which housing markets are the riskiest in the country? Which market has the highest chance of seeing home price growth while the rest of America struggles for air?
We’re doing a nationwide deep dive today, looking at the metrics that matter most—home price appreciation, affordability, delinquency rates and owner distress, and underwater mortgage share. Each of these data points will allow you to predict which markets will grow, slow, and struggle over the next year.
Plus, Dave is sharing what each region of the country should be paying attention to as an investor, the riskiest markets of 2026, and the number one comeback city no one is expecting.
In This Episode We Cover
The riskiest housing markets in the U.S. that could see continued price declines
Cities seeing a return to “affordability” as buyers get a big break
Delinquency rates rising? Areas with these mortgage types see more owners fail to make payments
The “comeback” cities that have the greatest home price growth potential
Why “underwater mortgages” aren’t as scary as you think they are (but investors should still be careful)
And So Much More!
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On The Market 369 - Zillow Forecast: Best and Worst Housing Markets of 2026
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Remember all those homes that were “delisted” in the fall and winter? The homes that sellers took off the market when they couldn’t get the price they wanted? Well, now, the frozen housing market is thawing, and 75,000 “relistings” could boomerang back into the market. With a new wave of inventory, would this be the catalyst for home prices to drop even more?
Compass’s Mike Simonsen, friend of the show and all-time inventory expert, is back to give a quite contrarian take on the relisting inventory about to hit the real estate market. With the spring homebuying season about to peak in just a couple of months, former sellers now get a new chance to put their properties up again, in hopes that lower mortgage rates entice buyers.
The crash predictors say that this new glut of inventory could cause prices to drop as the buyer’s market becomes even more one-sided. But Mike has a key piece of data that changes the story entirely, one that could be good for the future housing market and actually give transactions a modest boost.
Mike says a “new era” of real estate is upon us—and it could last a while.
In This Episode We Cover
The “relisting” wave of inventory that could hit the housing market this spring
Why home prices may not drop even with more properties on the market
A “new era” of real estate that makes it even better to buy a home
Why housing inventory is falling in states with the biggest home price corrections
No forced selling? The reality that kills the housing crash narrative
And So Much More!
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On The Market 378 - The “Delisting” Wave Putting Years of Housing Market Gains at Risk
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There’s a ticking time bomb for the U.S. housing market that nobody is talking about. It’s the biggest existential threat to home prices and housing demand, and it (arguably) can’t be stopped. The question is, how long do we have until it happens?
Today, we’re talking about population: what happens when the U.S. population begins to decline, and the need for housing falls year after year? Deaths are already set to outpace births by 2031, meaning we’re just five short years away from this risky scenario becoming reality. What happens to home prices? Will millions of homes sit empty? Which markets will see their values fall the fastest? Is real estate still safe to invest in?
Dave’s giving a masterclass on the population crisis, and how the housing market will be affected. From birth rates to immigration, baby boomers passing away (and passing down their houses), and cities that will face the biggest demographic headwinds, this is what every investor needs to know before 2031.
In This Episode We Cover
What happens to the housing market once the population begins to decline?
Will our housing shortage flip to a supply glut as demand is forced to fall?
The one thing propping up our population and how it’s starting to falter
Short, medium, and long-term housing forecasts as population decline increases
Lessons from Japan, Germany, and Italy: Where do home prices fall the fastest once populations decline?
Markets that will be the safest when the population finally begins to flip
And So Much More!
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U.S. Immigration Crisis: What It Really Means for Housing Markets and Investors
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Many of President Trump’s tariffs have been canceled—and the housing market could stand to benefit. Could this be yet another sign that inflation is slowing and that mortgage rates can continue to fall?
This is big news for the housing market, but it’s not even the biggest news of this episode.
Today, we’re going over everything you may have missed. From the Supreme Court striking down tariffs in a majority vote to a major housing bill moving forward, to cities seeing the most new corporate headquarters (a serious sign of job growth), we’ve been busy taking stock of the stories affecting investors.
We’ll get into how the tariff reversal will affect prices and mortgage rates (this may be great news), the new housing law that could make building, renovating, and financing even easier, Trump’s new “tokenized” real estate investments, and the markets that may see the biggest booms as jobs flood these areas.
In This Episode We Cover
Tariffs canceled: a win for the housing market as inflation risk reduces?
The new housing supply and affordability bill that could pass the Senate soon
The cities that are gaining (and losing) corporate headquarters (some are not so obvious)
Would you invest in Trump’s “tokenized” real estate investment? The “crypto for real estate” push continues
Will tariffs be returned to American citizens who paid them? One Supreme Court justice gives his honest take
And So Much More!
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On the Market 399 - Buying (and Building) Houses Could Get a LOT Easier
WSJ: Supreme Court Strikes Down Trump’s Global Tariffs
NAR: Bipartisan Housing Bill Passes House of Representatives
BI: A crypto firm with ties to Trump will 'tokenize' some of the president's real estate empire
Visual Capitalist: The U.S. Cities Gaining and Losing Corporate HQs
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Big economic news dropped last week: labor data, inflation rates, and huge jobs revisions. All of these are already impacting the housing market, but could new numbers cause an even greater shift that could affect your mortgage rate, your rents, and your next deal?
Rental property owners, agents, sellers, and buyers: this news affects what you’re doing right now. New labor data beat the odds, with a surprising amount of hirings. But, with many of those hirings concentrated in a few specific fields, investors in markets with this line of work will need to watch carefully. And it wasn’t all good news—the largest jobs number revision in over a decade happened last week. The number of overreported jobs? It changes the picture entirely.
A strong labor market could mean stagnant mortgage rates, but inflation data might just come in to save the day. With lower inflation readings, could the Fed get the confidence to cut once again?
Finally, we’ll talk about exactly which types of homes will sell and which will stagnate on the market. One type of property is flying off the proverbial shelf, so if you can build, renovate, or rent it, you could be in luck. For the rest of investors, Dave has some cautious words of wisdom that could save you if this economic trend continues.
In This Episode We Cover
Off by nearly 1,000,000 jobs: Inside the largest jobs number revision in over a decade
New inflation rate readings and whether we’re trending in the right direction
More moves for mortgage rates? Positive data that could tip them a bit lower
The one type of housing that has high demand, even as consumer sentiment stays low
Why you either feel phenomenal or terrible about the U.S. economy
And So Much More!
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On the Market 372 - New Recession Indicator Shows Americans Worse Off Than We Thought
BiggerPockets Real Estate - 1229 - Scott Trench’s $1,000,000 Bet on Real Estate (Update)
Grab the Book on "Recession-Proof Real Estate Investing"
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Rental property financing is becoming much easier. For years, seven and eight-percent rates made it brutal to make deals work. But now, things are changing—for the better.
Mortgage rates in the five-percent range? HELOCs with no closing costs? Seller concessions to buy down your interest rate, and a smoother path to affordable properties? It’s all culminating in 2026, and this could be one of the best years in recent memory to get a mortgage for a rental property. Today, we’re talking to Jeff Welgan, who's spent 22 years in the mortgage industry, and is bringing good news.
Thought those ARM (adjustable-rate mortgage) loans were left behind in 2008? Safer, cheaper, and more flexible ARM loans are available to investors. With lower rates and longer fixed-rate periods, they could be the perfect option as mortgage rates continue to decline. Jeff also shares how you can get a HELOC with no closing costs, so you don’t have to give up that rock-bottom mortgage rate you secured in 2020. Plus, when to refinance, how low rates could go, and whether you still should buy down your rate in 2026.
In This Episode We Cover
Jeff’s 2026 mortgage rate prediction and the “range” he thinks rates will stay in
Are ARMs back? Why adjustable-rate mortgages are cheaper, safer, and better for investors
Should you pay down your interest rate? When Jeff says it is (and isn’t) worth it
Why the mortgage industry’s cycle is about to end, and investors must be careful
Got a high mortgage rate? This is when you should think about refinancing
And So Much More!
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BiggerPockets Real Estate 1207 - 2026 Mortgage Rate Predictions: This “X Factor” Could Change Everything
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This could be the most important shift in the housing market in years.
Something truly remarkable just happened that will impact almost every facet of real estate. The “Housing for the 21st Century Act” just passed the House in a landslide vote, with bipartisan support from Democrats and Republicans. But unlike past housing proposals, this one focuses on the thing that could actually fix the housing market for good—supply.
This could make building (and renovating) houses cheaper and faster, allow Americans to finance manufactured homes the same way we finance regular properties, expedite the permitting process for some new builds and rehabs, and give your local bank the ability to lend faster and easier than before.
In short, this bill has a significant impact not only on everyday homeowners but also on real estate investors. The question is, will this fix the housing supply problem we’ve been plagued with?
We’re digging into the six sections of this bill in today’s episode.
In This Episode We Cover
Why this new bill could be a monumental shift for the housing market
Building just got even better—fewer permits, faster approvals, and more
A huge win for affordable housing that could streamline cheaper homes for many Americans
Will new supply kill appreciation? Why many investors are dead wrong about this
Work with local banks? This new bill could be hugely advantageous for you
Investors: do this now! How this bill will affect your investments once passed
And So Much More!
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On the Market 392 - Trump’s Housing Proposals Could Work, There’s Just One Big Problem
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The “lock-in effect” is finally starting to break, and Americans are moving yet again. But, where are they going? The top cities people are moving to aren’t what you’d expect—in fact, many of them are where prices are actively falling. Is now the time to buy as populations grow and homes remain affordable?
Three major housing market shifts are unfolding this week, and we're breaking them all down on this week's headlines episode. First, is the lock-in effect finally over? Before, the housing market was at a standstill, as homeowners with 3% mortgage rates refused even to consider selling. Now, after years of high rates slowly getting better, the tables have turned. Sellers are more willing to let their property go and tap into that huge pile of equity, but will this actually affect inventory?
Then, the 2026 U-Haul Growth Index—where are people moving right now? The top metros and states could surprise you, as many of them have falling home prices. Finally, is housing inventory getting worse? It felt for a while that buyers had their pick, but now, the trend is starting to reverse, and sellers may gain even more control.
In This Episode We Cover
U-Haul’s top in-migration cities, metros, and states
The end of the lock-in effect? Why homeowners aren’t staying put to keep their low rate
This city's job market is “on fire” and seeing a strong influx of residents
Did housing inventory growth already reverse? Why sellers are finally getting fast offers
Signs to buy during a correction: cities that are growing but seeing lower home prices
And So Much More!
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Dallas-Fort Worth Remains Projected as the Top Housing Market For the Second Year in a Row
Fortune: ‘Something big’ just happened in the U.S. housing market
U-Haul Growth Index
Realtor: Inventory Gains Slow Down in January
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A new Fed Chair has been nominated—and he could do what no Fed has done before.
Kevin Warsh, the youngest Fed governor appointed, serving during the Great Financial Crisis, is Trump’s new pick, and his decisions could have major impacts on the housing market. But the mainstream media is missing a few key variables, falsely assuming that Warsh will kick off a series of rate cuts that end in lower interest rates.
But, in reality, something completely different could happen—something that the Fed has never tried before.
Warsh has strong opinions on quantitative easing (money printing) and wants to, in essence, delete some of the money the Fed has created over years of buying bonds and mortgage-backed securities. At the same time, Warsh will most likely push for rate cuts—a challenge given the Fed’s divided members.
So, what does this mean for mortgage rates? Could we see rates actually rise due to Warsh’s plans, or could ending quantitative easing boost market confidence and lower long-term mortgage rates? We’re getting into it all, plus what investors should do now regardless of what the Fed’s next moves are.
In This Episode We Cover
Trump’s new Federal Reserve Chair pick and why Trump is so keen to kick Powell out
Higher mortgage rates incoming? What everyone is getting wrong about the Warsh pick
The end of money printing: Why the new Fed Chair pick wants to delete dollars off the balance sheet
Something the Fed has never done before: Can you lower rates while keeping inflation in check?
The one type of real estate that could greatly benefit from the moves Warsh will make
And So Much More!
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A New Fed Chairman is Coming Soon—Here’s What Their Potential Low-Rate Policy Will Mean For Investors
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This type of rental property is seeing “explosive” demand. But, they’re cheaper than many regular rental properties, get 30% more rent, and take less work than vacation rentals. More and more Americans are using them, and where they’re needed most, there’s not much supply.
You might have thought it wouldn’t last, but medium-term rentals are becoming the rental property investor’s cash cow—and we have new data to prove it. Jeff Hurst, CEO of Furnished Finder, teamed up with the short-term rental data experts at AirDNA to release a new report on monthly rentals.
This could change everything you’ve thought about the space. Investors are making more money with smaller properties, and demand is growing—fast. Tenants are extending their stays, while paying a 30%-50% premium over traditional rentals, but the cost to furnish is a fraction of what it would be for a short-term rental.
But Jeff says there’s a “sweet spot” medium-term rental—and it’s one of the least expensive properties you can buy. Even better, your long-term rental could be the perfect pick.
It might be time to look at medium-term rentals again.
In This Episode We Cover
The new report from Furnished Finder and AirDNA showing the massive demand for medium-term rentals
How to make 30%-50% more revenue by turning your long-term rental into a monthly stay
Is the medium-term rental market oversupplied, like the short-term rental market? The data might surprise you
How to immediately test whether your long-term rental would work with this strategy
The “sweet spot” medium-term rental that costs less and has strong demand from monthly renters
And So Much More!
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On the Market 261 - This Could Be Like Getting into Airbnb in 2012 w/Jeff Hurst
Read the New Furnished Finder + AirDNA Report
Furnished Finder Market Insights
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The 18-year real estate cycle calls for a crash in 2026. It correctly predicted the 2008 crash, it was right for decades in a row in the 1800s, and many say it’s the one true oracle for home prices.
Funnily enough, it’s been 18 years since 2008, and home prices are starting to peak.
But is there enough data to trust in this housing market cycle? Should you be selling your properties just shy of every 18 years to load up on low prices during the next predicted housing crash? Or, is this just a conveniently (somewhat) accurate theory that crash bros use to get maximum clicks?
Today, Dave is reviewing the evidence and sharing the cases from economists on whether the 18-year cycle exists. The theory calls for a crash worse than 2008 this year, but is there any evidence to support this claim? You might be surprised, but Dave does agree with parts of this theory.
In This Episode We Cover
2026 housing crash? Why the 18-year real estate cycle says we’re at the end of an era
The “phases” of the real estate cycle explained (from bust to boom)
Did the cycle end? Why home prices may have already peaked years ago
2008 vs. 2026: What could cause a housing crash to happen this year
The (surprisingly) accurate 18-year predictions for decades in a row
And So Much More!
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The Four Stages Of The Real Estate Cycle
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This could open up homebuying for millions of Americans. The question is: Is it worth it?
A new housing proposal from the Trump administration adds yet another lever that first-time buyers can pull to pay for their first house. But it’s got financial advisors sweating.
We’re back with another headline episode, talking about recent moves shaking up the housing market. First, some good news from Redfin that shows the housing market is actually getting more… affordable? That’s right. A substantial decline in housing costs may be just the start as homebuyer purchasing power grows year over year. We’re on the right track…but will it continue?
Next, why mortgage rates went back up after Trump’s proposed $200B bond-buying exercise—when many expected rates to keep falling. Using a 401(k) to buy a home? One new proposal could make it penalty-free, opening up access to hundreds of thousands of dollars for average Americans. Finally, the big investor ban begins, but here’s what the actual executive order says.
In This Episode We Cover
Penalty-free 401(k) down payments? The On the Market panel is sharply divided
Affordability sees a massive win, but will it keep improving?
Why mortgage rates didn’t keep declining after Trump’s $200B bond purchase proposal
President Trump signs the long-awaited big investor ban—but will it actually change anything for homebuyers?
And So Much More!
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On the Market 392 - Trump's Housing Proposals Could Work, There's Just One Problem
Redfin: Monthly Housing Costs Start the Year Down 5%, the Biggest Decline in Over a Year
Reuters: Trump's mortgage-backed bond purchases not moving needle on housing costs
HousingWire: Tapping a 401(k) for homeownership is risky business, experts say
TIME: Trump Is Moving to Bar Wall Street Firms From Buying Single-Family Homes.
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We’re always talking about residential real estate. But what about that “other” market, the one worth $24 trillion? It’s no secret that commercial real estate has had one of its toughest stretches in many years, with many calling it an outright “crash.” If we’ve already reached the bottom, could large multifamily and other assets be poised for a huge turnaround in 2026?
Over the last couple of years, we’ve seen multifamily, office, retail, and even self storage prices tumble due to several factors: rising mortgage rates, rate adjustments on commercial debt, higher cap rates, tighter lending criteria, and more supply coming online. This “perfect storm” has put significant downward pressure on commercial property values, causing forced selling and scaring many investors away.
But these same challenges could create opportunity, especially if prices stabilize over the next 12 months. We break down the variables at play, the most compelling bull and bear cases for these assets, and how investors can protect themselves with “scared” real estate analysis.
Dave is ready to take advantage, but which asset is he betting on?
In This Episode We Cover
Dave’s 2026 predictions for the commercial real estate market
Whether large multifamily values could bounce back in 2026
The “perfect storm” that caused the steep decline in large multifamily prices
The bull and bear cases for a commercial real estate turnaround
The asset class that is least likely to recover from the commercial “crash”
Four tips for investors looking to buy multifamily properties in the next 12 months
And So Much More!
Links from the Show
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BiggerPockets Real Estate 1073 - The Opportunity is Coming in Commercial Real Estate (How to Take Advantage)
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Yardi
CoStar
FRED
Buy the Book, "The Multifamily Millionaire, Vol. I"
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The housing market is unaffordable. But the Trump administration is trying to change that. The question is: Will any of their proposals actually work?
Trump’s housing policy is clear: make buying a house more affordable for the average American. The President has floated 50-year mortgages, portable mortgages, purchasing mortgage bonds, and banning institutional investors. All of these, to some extent, could make the housing market more affordable. But, there’s one big problem that these policies overlook—one that could make a future crash or bubble much more likely.
Today, we’re breaking down the Trump administration’s top housing policies and giving an honest look at which could work, which might be just hype, and whether any will actually fix the unaffordable housing market. Plus, Dave offers his own proposal for what could change the housing market (for good) and why investor “upside” could grow if any of Trump’s proposals actually pass.
Is this a boon for affordability, or could Trump’s best efforts backfire?
In This Episode We Cover
Trump’s current proposals to make the housing market more affordable (and which will work)
The crucial problem with the housing market 99% of politicians won’t touch on
A real estate bubble? A housing market crash? Why “affordable” changes could backfire
2026’s most likely scenario and why Dave is planning to buy even more real estate
Growing “upside” for rentals as Trump policies help homeowners get in the game
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
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On the Market 373 - Trump Floats 50-Year Mortgages: Cash Flow Boost or Affordability Illusion?
On the Market 375 - Keep Your 3% Rate Forever? “Portable” Mortgages Could Be Coming
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Big investors could be banned from buying single-family homes, mortgage rates drop to the lowest level in years, and one forgotten sector of real estate is predicted to “break out” in 2026. We’re only two weeks into the new year, but the housing market is shifting by the minute.
Mortgage rates fell into the 5% range last week as President Trump announced a plan to buy $200 billion in mortgage bonds. But this time, there’s no money printing involved. The question is…how long will these low rates last? Is this a temporary Band-Aid or a crucial move to get us closer to 5% mortgage rates?
But it’s getting even better for first-time homebuyers and small investors. Institutional investors could be banned from buying single-family homes, not only providing inventory relief but also preventing unfair competition in the market. This could be huge in a select few cities across the US, especially as HousingWire predicts one specific single-family investing strategy could see profits surge in 2026.
In This Episode We Cover
The new big investor “ban” and Trump’s urge to kick institutional money out of the housing market
One investing strategy HousingWire says has huge profit potential in 2026
Mortgage rates fall within 5% range through bond-buying—is this any different than quantitative easing?
Sellers continue to dwarf buyers, and these pockets are where you’ll find your best opportunities
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
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President Trump Proposes to Ban Institutional Investors From Buying Single-Family Homes
Articles from Today’s Show:
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CNN: Trump orders ‘my representatives’ to buy $200 billion in mortgage bonds
CNN: Trump threatens to ban institutional investors
HousingWire: Why the fix-and-flip sector is poised for a breakout in 2026
Redfin: The U.S. Housing Market Has 37% More Sellers Than Buyers
Grab Dave’s Book, "Start with Strategy"
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A new economic bubble could be forming, and this time, it isn’t real estate. A $20 trillion ticking time bomb could explode if one thing doesn’t go completely right…the AI industry. And the effects could be felt far beyond the stock market, with real estate taking a hit as well.
The question is: Is the AI bubble close to popping, or are we on the precipice of a new era of economic growth?
Dave researched so you don’t have to, compiling the bullish and bearish arguments for AI. Top tech companies are spending over $500 billion in 2026 alone to make the AI dream come true, but strong counterarguments just might prove that those AI investments won’t pay off.
If the AI bubble bursts within the next few years, what will it do to the stock market? How will it affect home prices? And what is Dave doing right now with his money to protect against the downsides and position himself for the upsides if the AI bubble does finally burst? This is what could happen next.
In This Episode We Cover
A $527 billion bet that top tech companies are making on AI (is it worth it?)
What happens to home prices if over-hyped AI causes a stock market correction or crash
Four strong reasons why the AI bubble will (or won’t) burst
A $20 trillion ticking time bomb for the US economy if the AI industry doesn’t hit its targets
Why 99% of real estate investors are wrong about buying near data centers (be very careful)
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
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BiggerPockets Real Estate 1188 - AI Could Take Your Job, But It Can't Take Your Real Estate
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Gita Gopinath’s Big Warning: $35 Trillion Wealth Could be Wiped Out?
Grab Dave’s Book, "Start with Strategy"
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This could be the best time to buy a rental property in years. Don’t take our word for it, a new investor sentiment survey shows a sharp surge in optimism as investors flipped from cautious to bullish going into 2026. And this hope for the housing market isn’t unfounded. In fact, almost all the data shows better buying conditions, more options, and even improved affordability. If you’re still believing the “housing crash” hype, 2026 could be a big wakeup call.
Wanting the investor side of the story, we put together a brand new investor sentiment survey, tracking how real estate investors feel going into 2026, what they’re most excited and nervous about, and whether they’re looking to purchase or pause over the next year. Today, we’re sharing the results.
We’ll also get into affordability, new inventory forecasts from the most accurate data providers in the market, and the strategy that real estate investors have the most confidence in for the 2026 housing market. If you thought investors were mass selling like the news and crash bros were telling you, this new data might be a big surprise.
In This Episode We Cover
Newest investor sentiment survey and why investors are becoming more bullish
A huge win for housing affordability (and whether it will get better in 2026)
Housing inventory forecasts from last year’s most accurate economists
The biggest challenge for real estate investors in 2026 (not so obvious)
One strategy that investors are betting on more than ever
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
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BiggerPockets Real Estate 1222 - The 2026 State of Real Estate Investing: An “Easier” Road Ahead
Dave's BiggerPockets Profile
BiggerPockets Pulse Investor Sentiment Survey
Bright MLS 2026 Forecast
Compass 2026 Forecast
Realtor 2026 Forecast
Grab Dave’s Book, "Start with Strategy"
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2026 is finally here! And if you can still read this sentence without seeing double, you’ve made it!
But this year, things are going to be a little… different. We usually talk about the best places or strategies for buying rentals, but we’re going on a bit of a detour to start the year by discussing our real estate resolutions, all of which will actively help us retire early. Want to retire with rentals, too? This is the episode for you, and we’re sharing the strategies we’re using in 2026 to get there.
Kathy shares a new way she’s optimizing her real estate portfolio, with the goal to increase cash flow by 10% on her current portfolio (not buying more rentals!). Henry takes an opposite approach to most investors, opting not to scale his portfolio and instead doing something much safer. Dave details his “End Game”—the ultimate real estate portfolio for early retirement.
You can copy these experts’ strategies in 2026 to retire with rentals, too!
In This Episode We Cover
How to use AI to optimize your portfolio and find the cash flow blind spots where you’re losing potential profits
Stop scaling? Why Henry is making moves to pay off some rentals instead (and whether you should, too)
Building your “End Game” portfolio to retire with rentals you actually enjoy owning
The three “buckets” of investing and a sign you’ve already outgrown yours (it could cost you)
Henry and Dave’s real goal that has nothing to do with real estate (can you help them out?)
And So Much More!
Links from the Show
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Should You Pay Off Your Mortgage Early or Invest?
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Kathy's BiggerPockets Profile
Grab Kathy’s Book, "Scaling Smart"
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love the show and content but just can deal with how condescending Mrs Fetke continually is. She is so smart and we're all just dummies, pitty but adios.
what a bunch of amateurs (2nd half).