BiggerPockets Real Estate Podcast

Housing Market Shift: Inventory Catapults Back, Buying Opportunities Grow

Mar 28, 2025

Lance Lambert, co-founder and editor-in-chief of ResiClub, shares invaluable insights on the shifting U.S. housing market. He discusses the resurgence of housing inventory and its implications for buyers as home prices decline in some areas. The conversation dives into why homebuilding costs are rising and the potential for new inventory shortages. Lance emphasizes how current market dynamics create prime investment opportunities for real estate enthusiasts ready to navigate changing conditions.

39:03

Episode guests

Lance Lambert

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Episode notes

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Quick takeaways

The recent surge in housing inventory is providing buyers with more options and better pricing opportunities in various regional markets.

Rising construction costs and market competition are pressuring home builders, potentially leading to a slowdown in new inventory and impacting future home prices.

Deep dives

Emerging Trends in Housing Inventory

The recent increase in housing inventory offers prospective buyers more options and potentially better prices for homes. This trend is uneven across regions, with areas like Florida and Texas experiencing different dynamics compared to the Midwest and Northeast. In these Sunbelt markets, previous migration surge during the pandemic has slowed significantly, leading to a greater reliance on local incomes to support elevated home prices. Additionally, the supply elasticity in these regions allows for more new construction, putting some pressure on the existing housing market.

Intro

2min

Navigating the Evolving Housing Market

10min

Navigating Housing Market Insights and Investment Opportunities

4min

Housing Inventory Trends and Pricing Dynamics

6min

Understanding Inventory Trends in the Housing Market

5min

Construction Industry Challenges and Housing Market Trends

11min

Exploring Future Trends in Rental Demand

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:

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!

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