Ignore the Headlines - These Indicators Will Decide Real Estate in 2026
Jan 6, 2026
Explore the economic indicators shaping real estate investment by 2026. The hosts emphasize the importance of the 10-year treasury and its market impact. They dive into credit spreads and their hidden costs, alongside tightening bank lending standards. Trends in shelter inflation and rising operational costs are key considerations. A looming $936B debt maturity wall poses challenges for commercial properties. Tune in to discover what indicators matter and what to ignore amidst the noise!
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insights INSIGHT
10-Year Treasury Drives Real Estate Values
The 10-year Treasury is the professional benchmark that sets borrowing costs and drives cap rates.
Ken McElroy says direction matters more than the absolute rate for real estate values.
insights INSIGHT
Yield Curve Signals Expansion Or Defense
The yield curve shows cost of capital over time and signals expansion when upward.
Ken notes its long inversion recently shifted back toward neutral/expansion, a bullish sign.
insights INSIGHT
Credit Spreads Add Real Borrowing Cost
Credit spreads measure market insurance and add to borrowing cost above the 10-year.
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In a year full of headlines, Ken & Danille McElroy break down the economic and real estate indicators that actually drive investing decisions in 2026—from credit spreads and lending standards to multifamily operating metrics. If you want to understand what matters before prices move, this is the framework serious investors are using right now.
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ABOUT KEN: Ken is the author of the bestselling books The ABC’s of Real Estate Investing, The Advanced Guide to Real Estate Investing, and The ABC’s of Property Management. With over two decades of experience in real estate investing, Ken McElroy is passionate about sharing the good life by helping real estate investors grow and prosper. This podcast is a place for Ken to discuss numerous topics connected to real estate investing, including finance, budgeting, the entrepreneur mindset, and creating passive income. Ken offers a wealth of personal experiences, practical advice, success stories, and even some informative setbacks, all presented here to educate and inspire. Whether you’re a new or seasoned investor, the information and resources on this channel will set you on a path where you and your investments can thrive.
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