On The Market

The podcast dives into the current real estate landscape, highlighting a record high in home prices contrasted by declining values in major markets like Florida and Texas. As buyer cancellations soar to 15%, it discusses how this shift is empowering buyers and altering market dynamics. New construction is also slowing, raising questions about future trends in real estate investment. The hosts emphasize the importance of understanding psychological factors that affect market perceptions, offering a holistic view on how to navigate these mixed signals.

Will mortgage rates finally drop in late 2025? The latest predictions suggest rates may linger in the mid to high sixes due to inflation and economic uncertainty. Insights into the bond market reveal how these factors influence investor confidence. The podcast also discusses the relationship between the labor market and mortgage rates, the impact of national debt, and the evolving strategies for real estate investors. It's essential information for navigating today's challenging mortgage landscape.

Explore the impact of the declining US dollar on real estate investments! The discussion unfolds with the connection between currency fluctuations, interest rates, and inflation. Discover how these shifts could influence housing prices and investment strategies. Learn about the potential benefits for property owners, such as rising home values and rents, while navigating the complexities of market affordability. Tune in for insights on adjusting your investment approach in a changing economic landscape!

Lu Chen, a Senior Economist at Moody's with expertise in commercial real estate, joins the conversation about the changing landscape of rental affordability. Discussion centers on surprising trends in multifamily supply and demand, revealing improving conditions for renters as median rents regress to pre-pandemic levels. Regional differences in rental trends, particularly in the Sunbelt, highlight emerging investment opportunities. Chen also explores how demographic shifts and economic factors will shape future rental growth.

Is the housing market on the brink of a crash or just experiencing natural fluctuations? Discover the slowing growth of new listings and rising mortgage delinquencies that could reshape home prices. Learn how labor market shifts might influence interest rates in the coming months. Explore contrasting trends in housing inventory across various metro areas, indicating the potential for a balanced market. Plus, find out what these developments mean for buyers and sellers navigating this changing landscape.

Brandon Hall, a CPA and real estate investor, shares invaluable insights into the financial landscape shaped by the new tax bill. He highlights the permanent extension of 100% bonus depreciation and the increased SALT deduction cap, which can save investors thousands. The discussion dives into optimizing tax strategies through cost segregation studies and clarifies the difference between tax credits and deductions. With these changes coming in 2025, Hall emphasizes the importance of understanding the new regulations to maintain profitability in today's real estate market.

The discussion kicks off with the Fed's cautious stance on rate cuts and the impact of tariffs on interest rates. Amid fluctuating economic conditions, the challenges faced by real estate investors are explored, with a focus on stability and confidence. The influence of recent political events in New York on Florida's real estate market is examined, as well as unique insights on insurance for landlords. Notably, disparities in home price growth between cash buyers and those relying on financing highlight the widening wealth gap.

Explore the lucrative secrets of real estate investment in the Midwest, particularly the Great Lakes region. Discover why cities like Milwaukee, Indianapolis, and Chicago are trending for their affordability and cash flow opportunities. Learn how escalating home prices are pushing investors towards more budget-friendly markets with strong rental yields. Dive into strategies that emphasize diversification, demographic growth, and the importance of a solid investment team for long-term success. This journey might just reshape your investment outlook!

Florida's recent housing market downturn raises questions about a potential nationwide correction. The sharp drop in home and condo prices is linked to declining migration and rising insurance premiums. A contrast emerges with Texas and Wisconsin, where stability persists despite Florida's challenges. The podcast explores how Florida's issues could ripple through the national landscape, providing crucial insights for investors. Understanding these dynamics is essential for making informed decisions in the rapidly evolving housing market.

Explore the complex impact of military conflict on the U.S. economy and housing market. From potential oil price surges to inflation and interest rate fluctuations, the discussion delves into how recent tensions in the Middle East could reshape real estate investments. Increased military spending may boost GDP short-term, but escalating national debt poses long-term risks. Real estate investors need to brace for possible market changes amid geopolitical uncertainties and adjust their strategies accordingly.