The Best Ever CRE Show JF3844: Economic Forecast Analysis, Housing Market Supply Constraints, & Personal Investment Philosophy ft. Dave Meyer
15 snips
Mar 14, 2025 
Dave Meyer, Head of Real Estate Investing at BiggerPockets, shares his deep insights into real estate and economic trends. He discusses why mortgage rates remain stubbornly high, despite Fed cuts, attributing this to bond yields and inflation fears. With the housing market experiencing severe supply constraints, Meyer predicts continued price appreciation as many homeowners are reluctant to sell. He also reflects on his life in Amsterdam and emphasizes a long-term rental investment strategy, advocating for clarity in investment goals over mere growth in property numbers.
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Bond Yield Impact
- Bond yields significantly influence mortgage rates and other asset classes.
- Understanding bond markets and their drivers like recession and inflation risk is crucial for real estate investors.
Inflation and Rates
- Mortgage rates didn't decrease after Fed cuts due to inflation fears and bond yield increases.
- Bond investors prioritize protecting their money, demanding higher yields when inflation is a concern.
Rate Predictions
- Don't expect mortgage rates to return to the very low levels seen a few years ago.
- A significant rate drop requires a poorly performing economy, which is undesirable.