Tariff Talks Put the Housing Market on Ice: Prices Down, Delinquencies Up

Mar 10, 2025

30:33

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Mortgage rates are down, so the housing market should be entering a frenzy…right? Not quite. The buyer’s market seems alive and well, with sellers offering concessions as the housing market visibly “slows.” What’s causing it? New inventory hitting the market? Tariff talks leading to higher housing costs? We’re getting into it all in this episode as we hit on four of last week’s top headlines.

First, how much will a new home cost now that tariffs are in place? With lumber, labor, and material prices all rising, there could be a five-figure added cost per home for homebuilders, making it even more expensive for buyers. Will labor costs continue to rise in 2025 after years of solid growth, or will renovators and flippers finally get relief?

The housing market is slowing down even as we get closer to the spring homebuying season. Home prices are DOWN year-over-year, but one caveat makes this a half-truth. With more inventory hitting the market, buyers could have their pick! And that inventory could grow even greater as mortgage delinquencies start to rise—should we begin to worry? Enough speculation; let’s get into it!

In This Episode We Cover

How much more a new home will cost with the 2025 tariffs now put in place

A worrying statistic about mortgage delinquencies investors must pay attention to

Labor and material cost predictions for 2025: Can they keep rising?

Updated housing inventory metrics and why sellers are struggling, ready to give concessions

Why Henry really needs a hug this week

And So Much More!

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