On The Market cover art
Podcast · 131 episodes

On The Market

by BiggerPockets · English

Stay informed so you can invest with confidence. Join Dave Meyer, James Dainard, Kathy Fettke and Henry Washington for analysis of the news and economics driving today’s real estate market.

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The Path to 8% Mortgage RatesBond yields jumped to 20+ year highs, pushing mortgage rates higher; hosts discuss whether rates could reach ~8% (or worse) and how that affects housing demand, listings, inventory, pricing, and…29 Sep 2026 · 28 min · 13 chapters
The Housing Market Correction Is SpreadingDave Meyer argues the U.S. housing market is in a correction that is likely to “elongate” and potentially “steepen,” not crash.24 Sep 2026 · 36 min · 14 chapters
Rates Were Hiked: Here’s What Investors Should Do NowThe panel breaks down the Fed’s 25-basis-point rate hike (first in three years), Trump’s call for 1% rates, and what this means for mortgage rates, housing demand, investor portfolios, and deal…22 Sep 2026 · 32 min · 16 chapters
You’re Not Gonna Like What Happens to Mortgage RatesMortgage rates are rising because long-term Treasury yields are climbing, driven by U.S.17 Sep 2026 · 32 min · 16 chapters
This Is Better Than the 1% Rule (New Real Estate Rule)Dave Meyer explains why the traditional “1% rule” (rent ≥ 1% of purchase price) is outdated in today’s higher-rate, higher-tax, higher-insurance market.15 Sep 2026 · 31 min · 13 chapters
We Asked Brokers: Where Is the Biggest Buyer's Market Today?Brokers and investors compare where the biggest buyer’s market is right now by region, focusing on inventory growth, buyer demand, pricing, concessions, rehab/exit risk, and where deals still pencil.10 Sep 2026 · 38 min · 15 chapters
Fewer Investors Are Buying Homes as the Housing Market Shifts (Again)Mixed housing-market signals for investors: rising foreclosure starts (but not a 2010-style collapse), investor home purchases hitting a 10-year low, and cash offers losing some edge as competition…8 Sep 2026 · 28 min · 10 chapters
AI-Fueled Mini Housing Bubbles Form as Commercial Delinquencies RiseHow AI-driven data center construction can create short-term housing “mini-bubbles,” while rising commercial delinquencies, loan modifications, and higher mortgage rates strain multifamily and…3 Sep 2026 · 28 min · 12 chapters
The Bulletproof BRRRR in 2026 (Buying One Tomorrow!)BRRRR strategy in 2026—how experienced investors still find deals despite higher rates and slower exits; focus on “equity first,” conservative underwriting, and bankable refinancing to recycle…1 Sep 2026 · 50 min · 19 chapters
Capital Calls: What to Know Before You Put In More CashReal estate capital calls—why deals run short on cash (repairs, vacancy, rising expenses, refinance shortfalls, delayed development, higher interest rates), and how investors should decide whether to…27 Aug 2026 · 43 min · 16 chapters
Home Builders Are Bleeding as Sales Run Dry, Workers VanishNew-home construction and sales are weakening, leaving builders with inventory they can’t move; the episode also debates off-MLS “coming soon” listings and reviews whether existing-home sales are…25 Aug 2026 · 34 min · 13 chapters
JPMorgan Makes a $750B Bet on the Housing MarketReal estate market conditions and investor strategy amid mixed signals: slowing existing-home sales/affordability pressures, but continued price strength and institutional capital flowing into…20 Aug 2026 · 34 min · 16 chapters
Finding Discounted Real Estate Just Got EasierThe episode explains Parcel Labs’ “Motivated Sellers Index” (MSI), a 1–10 score for how willing sellers are to negotiate, based on days on market, price cut frequency, and price cut magnitude.18 Aug 2026 · 27 min · 12 chapters
Signs That Your Rents Will Slow (or Grow) in 2026/2027Forecasting U.S. rent growth for 2026/2027, explaining why national rent growth is slowing (often below inflation) and how investors should underwrite deals using supply, affordability, and wages.13 Aug 2026 · 35 min · 18 chapters
A Buyer’s Summer Is “On” as Asking Prices See Steepest Decline Since 2017National housing affordability is improving for buyers as asking prices fall fastest since 2017, while pending sales rise; investors should price precisely and avoid overpricing that causes stale…11 Aug 2026 · 27 min · 11 chapters
Vacation Rentals Are Officially on Sale: Where They’re Worth BuyingVacation/short-term rental markets are cooling after a COVID-era supply surge, creating motivated-seller conditions and potential buying opportunities—if investors avoid “middle” generic homes and…6 Aug 2026 · 31 min · 12 chapters
2026's "Discounted" Properties Aren't the Bargain They Look LikeMultifamily “discounted” prices aren’t true bargains once financing, insurance, and rent realities are included; investors should tighten their “buy box” and consider alternatives like…4 Aug 2026 · 32 min · 11 chapters
Fannie Mae IPO Could Have Serious Side Effects on Mortgage RatesThe episode explains how Fannie Mae and Freddie Mac (government-sponsored enterprises that buy mortgages, package them into mortgage-backed securities, and standardize loan rules) affect U.S.30 Jul 2026 · 35 min · 19 chapters
New Construction Falls to 5-Year Low as Price Floor NearsU.S. housing supply is weakening: housing starts hit a 5-year low, builders’ margins are compressed, and fewer new homes could support apartment rents and stabilize single-family prices.28 Jul 2026 · 32 min · 11 chapters
You Can Retire with Even Less (Only Using Real Estate)Retirement planning for Americans using real estate math instead of the 4% rule, emphasizing inflation and Social Security uncertainty.23 Jul 2026 · 29 min · 8 chapters
Zillow: $1,000/Month Cash Flow Exists in These MarketsZillow’s housing-market outlook: “signs of life” in home shopping season, but a fragile recovery driven mainly by supply constraints; plus investor-focused findings on listings that could generate…21 Jul 2026 · 28 min · 11 chapters
You Won’t Believe Why Mortgage Rates Are Going Up (Again)Mortgage rates jumped back above 6.7% (around 6.75) despite a “good” June CPI print; the episode explains two drivers: renewed Iran/oil inflation fears and AI-driven corporate bond issuance pulling…16 Jul 2026 · 35 min · 13 chapters
2026 Housing Market Predictions: Seller Pain is Far From OverMid-year (first half 2026) recap and second-half predictions for the housing market, with a focus on seller “pain,” buyer opportunities, seasonal slowdowns, debt costs, and where investment demand is…14 Jul 2026 · 30 min · 16 chapters
Workers Are Feeling the AI Squeeze: How It Could Define the Next Housing CycleWhether AI is causing job losses and how that could affect the next housing cycle; the host argues the labor market isn’t collapsing, but hiring is slowing and consumer demand may weaken, suppressing…9 Jul 2026 · 43 min · 19 chapters