On The Market

BiggerPockets

The modern real estate investor doesn’t have time to research every headline and trend. That’s why BiggerPockets' Dave Meyer and his expert panel do it for you. Learn how to invest smarter in today’s economic environment.

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449 episodes
Updated Thursday

Episodes449

Newest first

Thursday · 35 min
Fannie Mae IPO Could Have Serious Side Effects on Mortgage Rates
Nearly 50% of mortgages in the U.S. flow through Fannie Mae or Freddie Mac—but a push from the Trump Administration could sell shares of these government enterprises and put them in the hands of the public. The side effects could be significant to those getting or ⁠refinancing a mortgage⁠—from ⁠interest rates⁠ to regulations. Fannie Mae and Freddie Mac alone take up about half of the mortgage market. The reason you can get a 30-year loan, a lower interest rate, and do it all with standardized
Tuesday · 31 min
New Construction Falls to 5-Year Low as Price Floor Nears
This isn’t a “good” housing market for anyone. Affordability remains a major barrier to homeownership. Sellers aren’t getting what they want for their homes. Now, builders are signaling that the current ⁠housing shortage⁠ could get even worse. It’s bad news for aspiring homeowners, but could it finally put a floor on this ⁠housing market correction⁠? This week’s headlines highlight how ⁠affordability⁠ challenges are reaching every corner of the housing market—not just for buyers. A perfect sto
July 23 · 29 min
You Can Retire with Even Less (Only Using Real Estate)
The average American will not be able to retire. 50% are going into their golden years with less than $500,000—significantly short of what would even be considered a livable retirement amount. Social Security only has so long before payments begin to get cut, and retiring during a stock market crash, or even a correction, can put you at sizable risk of returning to work. But one asset can help you retire with less, reach retirement (or even ⁠early retirement⁠) faster, and do so without puttin
July 21 · 28 min
Zillow: $1,000/Month Cash Flow Exists in These Markets
Zillow is seeing “signs of life” emerging in the housing market. Strong demand, days pending hitting pre-pandemic levels, and serious ⁠cash flow⁠ in specific markets. How long will this last, and what happens when ⁠new construction⁠ completions fall off a cliff in the near future? Will rents and ⁠home prices⁠ reverse, going from stable (and even falling) to rising as demand outpaces supply even more? Orphe Divounguy, Zillow Senior Economist, is back to share the most up-to-date housing market
July 16 · 34 min
You Won’t Believe Why Mortgage Rates Are Going Up (Again)
You won’t believe why ⁠mortgage rates⁠ are going back up. It’s not because of the war, it’s not because of gas prices, and it’s not because of the ⁠Federal Reserve⁠. Something nobody is talking about is playing a much bigger role in mortgage rates than most Americans think. It’s making big corporations richer while the average American continues to struggle to buy a home. What is the hidden factor nobody’s talking about? Today, Dave is getting into it, unpacking not only the real reason why
July 14 · 29 min
2026 Housing Market Predictions: Seller Pain is Far From Over
The first half of the 2026 housing market is over, and now it’s time to answer the question everyone wants to know: What’s next? Will the market slow down even more and bring lower prices for patient buyers, or will a (surprisingly) resilient ⁠US economy⁠ finally give buyers what they’re looking for? We’re split. We’re disagreeing. And today, we’re giving our updated 2026 housing market predictions. A long, slow, painful housing market could be in store for some, while a “booming” environment
July 9 · 42 min
Workers Are Feeling the AI Squeeze: How It Could Define the Next Housing Cycle
Workers Are Feeling the AI Squeeze: How It Could Define the Next Housing CyclePodcast Description If you ask the average American, ⁠AI⁠ is taking over, as are the headlines warning that it’s coming for our jobs. Open LinkedIn, and you’ll see stories about chatbots replacing employees, hiring freezes, and departments being downsized. But when you dig into the actual data, it’s murky at best. So, what’s really happening, and how should ⁠real estate investors⁠ prepare? On one hand, ⁠unemployment⁠
July 7 · 42 min
Commercial Real Estate Is Quietly Setting Up for a Decade-Long Bull Run
We’ve officially reached the halfway point of 2026, and the housing market still feels…stuck. The economy is in limbo. ⁠Home prices⁠ haven’t tanked. And we aren’t seeing significant ⁠large multifamily⁠ distress...not yet at least. Is it just a matter of time before the other shoe finally drops, or is this market more resilient than we expected? Brian Burke is back to give his pulse check on the 2026 housing market. What has changed? Has anything changed? We’re breaking down some of the pre
July 2 · 30 min
The Data Is Lying: What Buyers Are Really Paying in 2026 (Less Than You Think)
We’ve all seen the data. ⁠Home prices are falling⁠ but remain relatively “flat,” year over year. There’s just one problem: the data is lying. We’re in a full-blown buyer’s market now, and what investors are actually paying for homes is much less than most people realize. Behind the scenes, buyers are negotiating thousands—even tens of thousands—of dollars in seller concessions that never show up in home sales data. ⁠Closing costs⁠. ⁠Interest rate buydowns⁠. Repair credits. Even cash. The
June 30 · 32 min
Trump Just Stalled the Biggest Housing Bill in Decades
You’ve seen the headlines. The housing market is stuck. ⁠Distress⁠ is rising. But if you dig beneath the surface, the actual data tells a different story. The market isn’t in freefall, and in many places, there’s more “stability” than most people think. And small investors are quietly taking the lead. This week’s stories all point the same way. Inventory is essentially “flat,” up just 0.25% year over year. Luxury supply is rising, but homes floating around the median home price—the kind “mom-a
June 25 · 36 min
Peace Deal Signed: Where Mortgage Rates Are Actually Headed
The peace deal between the U.S. and ⁠Iran⁠ has been agreed to (at least for now). The Strait of Hormuz, the chokehold on 20% of the world’s oil, is starting to open back up, and trade can, at least temporarily, continue. The question is, will ⁠inflation⁠ begin to fall if oil flows (more) freely through the Middle East? And if inflation falls, could mortgage rates be right behind them? Today, we’re talking about what could actually happen from here on out. We’ve seen a lot of opinions recently
June 23 · 34 min
The Fed Signals a Reversal in Rates
The ⁠new Federal Reserve Chair⁠ is already making news, signaling a major change to rates—and not in the way Americans were hoping for. With ⁠inflation⁠ up, the Fed has eyed raising, not cutting, the Federal Funds rate, all while changing key language on price stability at its most recent meeting. The question is, will they do it, or is this simply a bluff to stop the market from getting out of control? We’re back to break down this week’s top housing market headlines, from the Fed’s recent me
June 18 · 32 min
Wall Street is Locking You Out of the Housing Market (Unless You Pay Up)
Wall Street is quietly monopolizing the housing market—and we’re not talking about them buying homes. It’s something more far-reaching, something that will affect every ⁠investor⁠ in every market on every single deal. Your local ⁠HVAC⁠, pest control, drywall, and plumbing companies are seemingly raising prices in tandem, and each year it gets more expensive. Your material costs are jumping, sometimes 100% higher than they were just a few years ago, and every single brand seems to be owned by
June 16 · 30 min
What We're Buying During The 2026 Multifamily Crash
This is exactly what we’re buying, selling, and trading in Summer 2026. It’s a strange time for real estate—⁠multifamily prices are crashing hard⁠, single-family is staying stable, rents aren’t moving much, mortgage rates are back up—what do you do? Today, we’re sharing exactly what we’re doing with our ⁠real estate portfolios⁠ to make the most of a market many are too scared to buy (or sell) in. The not-so-obvious news—a couple of us are actively selling rentals. Why? Because deals are gettin
June 11 · 37 min
New Data: U.S. Home Prices Are Hitting Their Floor
Did home prices just hit their floor? New demand data is showing something no one expected—buyers coming back. If the supply-demand balance hits equilibrium, we could see the national housing market begin to settle at prices like these. One thing that could change all that? ⁠Mortgage rates⁠—and with a potential peace deal on the table between the U.S. and ⁠Iran⁠, we could finally get some relief. A lot of housing market news hit over the past week, and we’re getting into all of it. If you’ve b
June 9 · 44 min
J Scott: We Have 1-2 Months Before the Economy Begins to Break
The next global ⁠recession⁠ is a lot closer than many Americans think. We’ve been (fairly) insulated from supply chain shocks stemming from the ⁠War in Iran⁠, but within the next few months, things will begin to break. Oil reserves could run dry, energy costs could spike, and a new age of ⁠inflation⁠ could hit Americans in a way many of us are not prepared for. In other words: We’re a bit screwed…at least temporarily. The question is, how long do we have? There’s no one else but J Scott th
June 4 · 35 min
The “Engine” of the U.S. Economy is Starting to Crack (It Will Affect Housing)
The “engine” of the U.S. economy is starting to crack—and real estate is already feeling the effects. Just last week, we touched on the ⁠hidden “recession”⁠ affecting many Americans. Today, we’ve got even more data to back up that analysis. Americans are at a breaking point, and the long-term trends are not looking good for spending, ⁠GDP⁠, the economy, and real estate. If you feel economic strain, you’re not alone. We just hit a level of low confidence that hasn’t been seen in 70 years. So, h
June 2 · 41 min
Home Listing Prices Fall for 16th Straight Week (and It Could Keep Coming)
Home listing prices have been falling for weeks, and it’s not just sellers who are getting fed up. ⁠Real estate agents⁠ have finally decided to call it quits, with many reaching their breaking point and leaving the industry altogether. But a glimmer of hope is on the horizon for the market, as one of the biggest housing bills in years just passed the House of Representatives. Could this get us back on the right track? Welcome back to this week’s headlines episode. If you thought the deals coul
May 28 · 39 min
The Ultimate "Stress Test" for the Housing Market: Do We Pass in 2026?
Every ⁠recession⁠, crash, and major change in the real estate market has its warning signs. And while most people think these can only be seen in hindsight, we have “stress tests” today that signal ⁠corrections⁠, crashes, or rising prices to come. These tests not only test the housing market, but also the economy as a whole, to tell us whether we’re going to spiral down for years or stay afloat. Today, we’re looking at one of the greatest “stress tests” of the housing market—credit. The “can
May 26 · 41 min
James’s Exact Criteria for Finding High-Return, Overlooked Deals in 2026
More and more Americans are feeling confused about the housing market. ⁠Home prices⁠ are coming down, and ⁠mortgage rates⁠ are jumping back up. One day, everyone wants one type of property; the next, it’s being sold at a discount. If you get stuck in the herd mentality, you’ll miss what’s right in front of your eyes—profitable real estate deals 99% of investors are passing over. Don’t believe us? Today, the most active investor we know, ⁠James Dainard⁠, is sharing how he’s scoring a 95% projec

On The Market

Fannie Mae IPO Could Have Serious Side Effects on Mortgage Rates

New Construction Falls to 5-Year Low as Price Floor Nears

You Can Retire with Even Less (Only Using Real Estate)

Zillow: $1,000/Month Cash Flow Exists in These Markets

You Won’t Believe Why Mortgage Rates Are Going Up (Again)

2026 Housing Market Predictions: Seller Pain is Far From Over

Workers Are Feeling the AI Squeeze: How It Could Define the Next Housing Cycle

Commercial Real Estate Is Quietly Setting Up for a Decade-Long Bull Run

The Data Is Lying: What Buyers Are Really Paying in 2026 (Less Than You Think)

Trump Just Stalled the Biggest Housing Bill in Decades

Peace Deal Signed: Where Mortgage Rates Are Actually Headed

The Fed Signals a Reversal in Rates

Wall Street is Locking You Out of the Housing Market (Unless You Pay Up)

What We're Buying During The 2026 Multifamily Crash

New Data: U.S. Home Prices Are Hitting Their Floor

J Scott: We Have 1-2 Months Before the Economy Begins to Break

The “Engine” of the U.S. Economy is Starting to Crack (It Will Affect Housing)

Home Listing Prices Fall for 16th Straight Week (and It Could Keep Coming)

The Ultimate "Stress Test" for the Housing Market: Do We Pass in 2026?

James’s Exact Criteria for Finding High-Return, Overlooked Deals in 2026