BiggerPockets Real Estate Podcast 6 Predictions for 2026 That Could Reshape the Economy and Housing Market
46 snips
Dec 19, 2025 
Ben Miller, CEO of Fundrise and a thought leader in real estate and finance, shares insights on how the housing market may have bottomed out. He predicts a potential boom in certain investments thanks to evolving economic conditions. They discuss AI's impact on hiring and inflation, suggesting that technological advancements could stabilize prices. Miller highlights that while real estate can thrive, the shift in wage dynamics poses societal risks, ultimately favoring capital owners over median workers.
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Real Estate May Have Bottomed
- Ben Miller believes real estate has bottomed because interest rates will fall and supply is drying up.
- He expects mortgage and long-term rates to decline as inflation eases and bond yields fall.
Path To Lower Inflation And Rates
- Ben argues inflation will fall toward 2% as tariffs fade and AI reduces service costs.
- Falling inflation should push bond yields and mortgage rates lower, improving real estate buying conditions.
AI Will Pressure Wages
- Ben says AI is deflationary by replacing service tasks and suppressing wage growth.
- He expects median wages to fall even as a minority capture outsized gains, shifting returns to capital.