Podcast · 131 episodes
On The Market, page 2
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.
All episodes, page 2
Commercial Real Estate Is Quietly Setting Up for a Decade-Long Bull Run2026 housing and commercial real estate outlook, with emphasis on why commercial real estate may be positioned for a decade-long bull run; compares residential “boring/flat” conditions to…7 Jul 2026 · 43 min · 14 chapters
The Data Is Lying: What Buyers Are Really Paying in 2026 (Less Than You Think)The episode argues that 2026 “flat” median home prices are misleading because buyers are receiving seller concessions (closing costs, rate buy-downs, cash) that reduce net price paid.2 Jul 2026 · 31 min · 10 chapters
Trump Just Stalled the Biggest Housing Bill in DecadesThe episode reviews housing-market headlines with a positive investor lens: (1) Trump declined to sign the biggest housing bill in decades, (2) housing demand is holding up despite fears, and (3)…30 Jun 2026 · 33 min · 13 chapters
Peace Deal Signed: Where Mortgage Rates Are Actually HeadedU.S.-Iran memorandum of understanding (60-day ceasefire extension) and how reopening the Strait of Hormuz could affect inflation, mortgage rates, and the 2026 housing market; concludes with “great…25 Jun 2026 · 36 min · 17 chapters
The Fed Signals a Reversal in RatesThe Fed’s June signals and trader expectations point to fewer/no rate cuts and possible rate hikes by September 2026, with implications for mortgage rates, inflation, and real estate investing.23 Jun 2026 · 34 min · 17 chapters
Wall Street is Locking You Out of the Housing Market (Unless You Pay Up)Corporate consolidation is driving up housing costs and reducing deal access for small-to-medium real estate investors by concentrating control of trades, building materials, and brokerages.18 Jun 2026 · 33 min · 10 chapters
What We're Buying During The 2026 Multifamily CrashWhat real estate investors should do with their portfolios during a predicted 2026 multifamily crash—buy vs sell, how to adjust underwriting, and where to deploy capital.16 Jun 2026 · 31 min · 11 chapters
New Data: U.S. Home Prices Are Hitting Their FloorU.S. home prices and activity in June 2026, arguing the market is in a “great stall” with a potential floor rather than a 2008-style crash; also forecasts how mortgage rates could change depending on…11 Jun 2026 · 38 min · 13 chapters
J Scott: We Have 1-2 Months Before the Economy Begins to BreakJ Scott argues the U.S. and global economy face a “cliff” risk if the Strait of Hormuz stays closed, with trouble likely in 1–2 months.9 Jun 2026 · 45 min · 17 chapters
The “Engine” of the U.S. Economy is Starting to Crack (It Will Affect Housing)Consumer strain (“engine” of the U.S. economy) is worsening—driven by high cost of living, falling real wages, and rising credit stress—leading to slower housing activity and changing real estate…4 Jun 2026 · 36 min · 21 chapters
Home Listing Prices Fall for 16th Straight Week (and It Could Keep Coming)Housing market slowdown signals for investors and sellers; agent/industry pressures; a major bipartisan housing bill; and investor due-diligence on property taxes/insurance.2 Jun 2026 · 42 min · 16 chapters
The Ultimate "Stress Test" for the Housing Market: Do We Pass in 2026?A “stress test” of U.S. housing and broader consumer credit to judge whether a 2008-style crash is likely in 2026, using delinquency/foreclosure and debt-performance data.28 May 2026 · 39 min · 14 chapters
James’s Exact Criteria for Finding High-Return, Overlooked Deals in 2026How James Dainard finds high-return, overlooked real estate deals in 2026 by tracking local supply/demand, avoiding trendy “bull rush” strategies, and using multiple exit strategies (flip, renovate,…26 May 2026 · 42 min · 8 chapters
The 2026 Recession Is HereDave Meyer argues the U.S. is in a “Main Street recession” despite GDP growth, using a new, household-focused indicator. He says the economy “flipped” to recession as of last week.21 May 2026 · 32 min · 10 chapters
Inflation Is Back, and It's a Warning Sign for Mortgage RatesSpring housing-market mismatch driven by renewed inflation; implications for mortgage rates, builder/developer deals, multifamily distress, build-to-rent policy changes, rent trends, and real-estate…19 May 2026 · 33 min · 12 chapters
Housing Market Forecasts Flip as Zillow, NAR, Fannie Mae Make New PredictionsHow major institutions’ 2026 housing forecasts have diverged after the early-year consensus (modest price growth, lower mortgage rates, rising sales), amid Iran-related geopolitical risk,…14 May 2026 · 28 min · 9 chapters
Senior Living Has 100% More Demand Coming…with Barely Any SupplySenior housing demand vs supply, why occupancy headlines can mislead, and how investors should underwrite operations, margins, and local-market risk.12 May 2026 · 29 min · 11 chapters
U.S. Debt Surpasses GDP: Why Mortgage Rates Could "Spiral" From HereThe U.S. national debt surpassing GDP (debt about $31.27T vs GDP about $31.22T) and how that could affect mortgage rates and housing. Key claims: Since ~1980 the U.S.7 May 2026 · 41 min · 9 chapters
U.S. Home Prices Turn Negative, Sellers Finally Give Up GroundU.S. housing market “turning negative” as national home prices (nominal) dip; sellers lower asking prices; foreclosure/REO auction activity rising toward pre-pandemic levels; HUD/USDA rescind an FHA…5 May 2026 · 32 min · 11 chapters
Spring Housing Market Update: Deals Are Getting Better (Will It Last?)Spring housing market update—prices/inventory/affordability so far, whether a spring rebound is forming, and how the Iran-related geopolitical risk could affect inflation and mortgage rates.30 Apr 2026 · 31 min · 12 chapters
Flippers Are Feeling Most Bullish in Months, Here’s WhyHouse-flipping market sentiment in 2026: flippers report optimism despite lower profit margins and volatile buyer demand.28 Apr 2026 · 28 min · 10 chapters
The Fed’s High-Stakes Power Struggle Affects Much More Than Mortgage RatesA leadership and policy showdown at the U.S. Federal Reserve, centered on President Trump’s nomination of Kevin Warsh to replace Jerome Powell, and how nomination politics and inflation constraints…23 Apr 2026 · 31 min · 10 chapters
How America Could Soon Be Oversupplied with HomesThe episode argues the U.S. could shift from a housing shortage to an oversupply as “silver tsunami” dynamics play out, but not all at once.21 Apr 2026 · 37 min · 12 chapters
Housing Market Reverses Gains as Sentiment Reaches 70-Year LowThe episode argues that inflation is reaccelerating due to the Iran conflict and energy shocks, keeping mortgage rates in the mid-6% range and slowing the housing market.16 Apr 2026 · 37 min · 14 chapters