On The Market

Real Estate Has Finally “Bottomed,” Says Top Investing Expert

19 snips
Dec 30, 2025
Guest
Ben Miller
Ben Miller, CEO of Fundrise and expert on real estate investments managing billions, shares his insights on the current market. He believes we've hit the bottom for real estate prices, with potential growth influenced by AI and reducing inflation. Miller predicts lower interest rates as inflation cools, creating a brighter outlook for high-end urban real estate. He dives into AI's role in employment and wages and its surprising deflationary effects, reshaping the housing landscape and investment strategies.
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INSIGHT

Real Estate Is At Or Near The Bottom

  • Ben Miller believes real estate has bottomed or is very close to bottoming based on current conditions.
  • He expects interest rates and mortgage rates to fall, which would raise value for interest-rate-sensitive assets.
INSIGHT

Inflation Could Slide Toward 2%

  • Ben argues inflation is no longer a major driver and could fall toward 2% as tariffs' effects fade.
  • Falling inflation would cause bond yields and mortgage rates to decline, boosting real estate demand.
INSIGHT

AI As A Deflationary Force

  • Ben contends AI is deflationary because it replaces tasks and reduces hiring needs, which suppresses wage growth.
  • Lower wages reduce service costs and overall inflationary pressure, affecting macro rates and asset pricing.
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