On The Market

Housing Market Shift: Inventory Catapults Back, Buying Opportunities Grow

Mar 31, 2025

Lance Lambert, a data journalist and founder of ResiClub, dives deep into the current real estate landscape. He discusses how fluctuating housing inventory is reshaping markets, revealing where prices are skydiving and where sellers still reign supreme. The talk also explores rising construction costs and their implications for market dynamics, alongside an intriguing look at investment opportunities as demand shifts. Lance uncovers essential trends every buyer and investor should watch—could now be the perfect moment to enter the market?

36:53

Creator website

Episode guests

Lance Lambert

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Active inventory is sharply rising in various markets, signaling a shift towards local income stability and impacting home prices.

Rising construction costs and shifting builder strategies are increasing inventory for resale homes, creating potential pricing pressures in the market.

Deep dives

Understanding Active Inventory Trends

Active inventory serves as a crucial metric in assessing the balance of supply and demand in the housing market. Current trends reveal that active inventory has been rising in various Sunbelt markets, a reversal from the pandemic boom when demand significantly outpaced supply. This shift points to a greater reliance on local incomes for sustaining elevated prices due to reduced net migration into these areas. Consequently, as demand declines, active inventory can increase even when new listings remain low, indicating a potentially weakening market for sellers.

Intro

2min

Housing Market Dynamics: A Post-Pandemic Analysis

9min

Analyzing Housing Inventory and Pricing Trends

6min

Analyzing Florida's Housing Market: Inventory and Price Correlations

3min

Navigating Housing Market Dynamics

4min

Navigating Rising Construction Costs and Market Shifts

11min

Trends in Housing Demand and Investment Opportunities

2min

Home prices are falling fast in some prime real estate markets across the country while others remain stubbornly stuck. What’s the defining factor between a stable housing market and one where sellers are actively cutting prices? Housing inventory! This metric defined the 2020 - 2022 run-up in home prices, but the rubber band of demand is snapping back as buyer power grows, housing inventory rises, and investors get even better buying opportunities.

Remember when people said, “I’ll buy when prices drop”? Well, now might be the time.

ResiClub’s Lance Lambert joins us to provide a holistic view of housing inventory, prices, demand, and emerging opportunities. Lance walks through the most up-to-date data on where housing inventory is rising fast, where prices are quickly declining, and which markets are holding on as sellers remain in control.

We’ll also talk about why homebuilding costs are about to JUMP and the reason Warren Buffett sold his homebuilding stocks shortly after buying them. Will construction slow down, limiting new inventory and leading us back into ultra-low supply? If so, this could push home prices higher, creating a prime opportunity for real estate investors.

In This Episode We Cover

US real estate markets seeing the most and least new inventory, and where prices are falling

Is spiking inventory a worrying sign for the housing market, or are we merely normalizing?

What to look at in your housing market to forecast whether prices will rise or fall

Why are homebuilding costs about to JUMP, and could this lead to even more inventory problems?

The new housing trend: Older renters, but could this mean more demand for rentals?

And So Much More!

Links from the Show

Join the Future of Real Estate Investing with Fundrise

Join BiggerPockets for FREE

Find an Investor-Friendly Agent in Your Area

Dave's BiggerPockets Profile