Thoughtful Money with Adam Taggart Housing Market Now Falling Into A Deflationary Vortex | Reventure Consulting's Nick Gerli
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Oct 12, 2025 Nick Gerli, founder of ReVenture Consulting, shares his data-driven insights on the struggling U.S. housing market. He discusses the significant downturn in the rental market, linked to plummeting work permit applications. Gerli highlights the affordability crisis as both home prices and rents become unaffordable. He warns of a potential bubble as home values outpace incomes, and presents alarming data showing price declines across various states, especially in areas like Houston and Tampa. Practical advice for buyers and sellers in this challenging market is also provided.
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Housing In A Disinflationary Vortex
- Nick Gerli argues the U.S. housing market is in a disinflationary and deflationary vortex with prices flattening nationally.
- Rent growth has slowed to a 14-year low and prices are declining in almost half the states, signaling broader weakness.
Rental Market Weakness Deepens Pessimism
- Nick became more pessimistic due to a sharp downturn in the rental market over the last six months.
- Single-family rent growth hit its lowest level since 2011, reinforcing disinflationary pressure across housing.
Demand Falling On Both Rent And Buy Sides
- Both affordability constraints and rising supply are reducing demand for purchases and rentals simultaneously.
- Investor selling plus recent building pipelines are adding inventory and pushing prices lower.