Risk Factors That Could Cause a Crash

Dave outlines low-probability crash triggers: labor market collapse, widespread forced selling, or rising delinquencies.

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Episode notes

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!

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BiggerPockets Real Estate 1222 - The 2026 State of Real Estate Investing: An “Easier” Road Ahead