On The Market

Jamie Dimon warns against economic complacency, emphasizing that the recovery might be misleading. The impact of tariffs has raised inflation fears and consumer debt is climbing. Experts discuss the risks facing investors and how current economic sentiment is deteriorating. Learn about strategies for capital preservation and the significance of cautious real estate investments. The need for disciplined decision-making amidst uncertainty becomes paramount. What should you do with your investments to safeguard your future?

Warren Buffett has made waves with his views on why real estate may not outpace stocks. Are millennials fully prepared for the massive transfer of wealth from boomers? Many find inherited homes come with burdens like renovation costs and high taxes. There's a shift in the vacation home market, creating new short-term rental opportunities. Plus, rising Treasury yields could shake up investment strategies. The discussion is packed with insights for those navigating real estate in uncertain times.

The rental market is on the cusp of change, with predictions for a significant rent rebound by 2026. A surplus of multifamily units has led to current discounts and concessions for renters. Regions with surprising rent increases defy typical investment expectations, while single-family rentals are holding strong. As supply decreases and demand potentially rises, landlords could find themselves in a favorable position. It's a promising outlook that many investors may overlook, making now an interesting time to explore the rental landscape.

Austin Wolff, a data analyst from BiggerPockets, dives into the shifting landscape of new home construction. He reveals why builder confidence is dropping even as projects continue—hint: it’s all about survival in a tough market. Wolff highlights regions facing potential oversupply and discusses how increased new builds could lower home prices, impacting both buyers and investors. He offers strategic insights on navigating these trends, emphasizing the importance of market data for real estate investment decisions.

Wall Street is making a major $6 billion investment in real estate, hinting at a possible market bottom. Young homebuyers are emerging as a powerful force, despite contrary headlines. Key cities are seeing significant price cuts, making them ripe for investment. The discussion contrasts renting versus buying in 2025, revealing where renting could be more advantageous. Importantly, there's a focus on strategies for navigating changing market dynamics and spotting valuable investment opportunities.

In this discussion, Orphe Divounguy, a Senior Economist at Zillow, provides a refreshing outlook on the housing market as inventory surges and price cuts reach record levels. He highlights how sellers are becoming more realistic, benefiting buyers with lower prices and more choices. Orphe shares insights on how trade wars and inflation could impact housing, offering predictions for mortgage rates and emphasizing a surprisingly optimistic view for the rest of 2025, making it an intriguing listen for anyone in the real estate arena.

Scott Trench, CEO of BiggerPockets and a seasoned investor, shares his strategic insights on investing during economic uncertainty. He discusses his decision to cash out of index funds and pour funds into real estate as a hedge against inflation. Scott emphasizes the importance of understanding regional markets and shares beginner-friendly investment tips. He also highlights potential economic risks looming in 2025-2026, exploring creative financing options and the benefits of house hacking. Tune in to discover practical strategies for navigating today's market!

The US economy is contracting, but mortgage rates remain stubbornly high. A resilient labor market is keeping the Fed on hold, despite fears of a recession. Tariffs are driving up construction costs, making homebuilding increasingly uncertain. Builders are hesitant, cutting prices, which could affect home values nationwide. The interplay of job growth and economic challenges raises critical questions about the future of housing and investment opportunities.

A new lawsuit could shake the foundations of the MLS, aiming to end restrictive listing rules that hinder buyers and agents. Meanwhile, experts assert the housing market is gaining health, with rising inventory and sales. A booming rental strategy expected to thrive in 2025 is discussed, providing lucrative cash flow opportunities. The complexities of California's real estate market are examined, questioning whether investing in Los Angeles is a wise choice amid rising prices and regulations. What changes could lie ahead?

What the heck is happening with the US economy? Stocks are down, now they’re up, mortgage rates are dropping—wait, scratch that—they’re back up again, the Fed could have a new chair, and if they cut rates, interest rates could…rise? A “technical” recession is on the way, but will it have the same effects as the last one? We need some backup to explain the state of the US economy, and J Scott is here to do just that. J wrote the book on Recession-Proof Real Estate Investing and is known as one of the most economically aware real estate investors. Today, we’re diving into it all: mortgage rates, recession chances, inflation rates, tariffs, trade wars, future home price predictions, and what J plans to do with his money. Home prices are already unstable, but could a recession, combined with high inventory and low demand, push us over the edge? This may not be another 2008, for many reasons, but the psychological effect of a recession can be severe—especially on homebuyers and sellers. We’re giving you J’s complete overview of the economy today. In This Episode We Cover Whether or not home prices are at risk as we enter a “technical” recession J’s investment plan for 2025 and the assets he’s most bullish on The massive undersupply problem that’s propping up the housing market Inflation forecasts and the unexpected tariff side effects that could cost Americans Why “just buy American” won’t stop you from feeling inflation How the Fed cutting rates could…raise rates? And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders Dave's BiggerPockets Profile On the Market 315 - Stagflation Risk Rising Fast as US Economy Falls Out of Balance J's BiggerPockets Profile Grab J’s Book, “Recession-Proof Real Estate Investing” Jump to topic: (0:00) Intro(2:04) Home Prices (Probably) Won’t Crash(8:24) Still SO Undersupplied(9:56) The “Technical” Recession Coming(14:45) GDP Will Drop(18:26) Inflation Forecast(22:58) Just Buy American Goods?(28:15) New Fed Chair?(34:23) J’s Investment Plan Check out more resources from this show on ⁠BiggerPockets.com⁠ and  ⁠https://www.biggerpockets.com/blog/on-the-market-316 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email ⁠advertise@biggerpockets.com⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices