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Stay informed so you can invest with confidence. Join Dave Meyer, James Dainard, Kathy Fettke and Henry Washington for analysis of the news and economics driving today’s real estate market.

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#470
Tuesday · 39 min
The “2nd Wave” of the Commercial Real Estate Crash Is Close w/Brian Burke
⁠Commercial real estate⁠ prices have fallen 20%-50% from their peaks just a few years ago—but the slide may not be over yet. A “second wave” of the commercial real estate crash is on the horizon now that ⁠interest rates⁠ are back around 7.5%, and struggling multifamily, office, and commercial investors who thought a long-term refinance would save them are now in a stickier spot. So…how much lower can commercial real estate prices go? He was right about past crashes, so we asked Brian Burke t
#469
October 15 · 37 min
A Housing Market “Recovery” Is Further Away Than We Thought
The housing market isn’t going back to “normal” anytime soon. In fact, it could take significantly longer than many of us thought. Rates are around 7.5%, median home prices hover near $400,000, but your salary is not keeping pace. Something needs to change: is it rates, prices, incomes, or a combination of all three? I did the math and have an answer for how long it will actually take for the housing market to recover. So first, what does a "normal" housing market actually mean? We’re going
#468
October 13 · 25 min
Nearly Half of Buyers Get Concessions as Fed Warns Prices Must Drop
A Fed official says what we’re all thinking: ⁠home prices must drop⁠—and sellers seem to have gotten the message. Per a recent Redfin report, 44.7% of home sales included seller concessions such as price cuts, ⁠rate buydowns⁠, covering closing costs, or even renovations, repairs, and expensive layout changes. So, if you’re a buyer, how do you get the most from your seller on the next deal? We’re back with this week’s headlines! We’ve brought good news for buyers, scary news for sellers, and st
#467
October 8 · 36 min
The American Economy Enters Its “Lost Decade”
America could enter what nobody wants—a “lost decade.” No huge gains, no massive price drops, just a slow, stagnating market where ⁠inflation⁠ eats away at the returns we once thought were normal. ⁠Stocks⁠ are already massively overpriced according to the CAPE Ratio and the Buffett Indicator, ⁠real estate⁠ is unaffordable and already seeing real price declines, and ⁠commercial⁠ has fallen off the proverbial cliff. Can we go up from here? The argument isn’t looking optimistic. So, if it’s abo
#466
October 6 · 44 min
America Doesn’t Have a Housing “Shortage” (It’s Something Much Worse)
For years, we’ve been told that the United States is short millions of homes, and that building more units is the key to solving the affordable housing crisis. But a 2024 study from Kirk McClure and Alex Schwartz reaches a different conclusion and suggests that the ⁠housing shortage⁠ narrative may be built on a shakier foundation than we’ve been led to believe. Kirk, professor emeritus at the University of Kansas, joins today’s show to dig into the actual Census data gathered from 2000-2020 an
#465
October 1 · 36 min
The Trillion-Dollar Bubble Grows Bigger
AI could lead to an extinction event, but don’t worry, the stock market will be hitting all-time highs on the way there! We’re entering a new phase of the ⁠artificial intelligence⁠ race where now CEOs from OpenAI and Anthropic are practically begging for industry-wide regulation. This all seems too… convenient. What’s really behind this new AI regulation push, and how close are we to a society-shaking event? Dave is back to give his full take on the AI race. A lot has happened recently—warn
#464
September 29 · 27 min
The Path to 8% Mortgage Rates
8% mortgage rates are now on the table, and unfortunately, that’s not even the high end of estimates for where we’re going next. With ⁠bond yields⁠ hitting 20-year peaks and no end in sight for rising inflation, we may be stuck here for a while. If you’re starting to sweat, don’t worry—we are, too. Thankfully, it’s not all bad news for the housing market, because those who pivot will profit. After a little too much anxiety, Dave called James and Kathy to get their read on mortgage rates—what d
#463
September 24 · 35 min
The Housing Market Correction Is Spreading
The ⁠housing market correction⁠ is about to get worse. Before, the Northeast and Midwest markets were insulated from the sizable price drops happening in places like Texas and Florida, but not anymore. The correction is spreading, and the once “safe” markets are creeping closer and closer to price cuts, concessions, and desperate sellers becoming the norm. The question is: does this snowball into a full-blown ⁠housing crash⁠, or is the housing market strong enough to keep us in “correction” te
#462
September 22 · 31 min
Rates Were Hiked: Here’s What Investors Should Do Now
⁠The Federal Reserve⁠ hiked rates last week, but did it actually help the housing market? Our panel of real estate investing experts isn’t all that bummed by potentially higher rates and less housing market activity—why? Because new opportunities are forming thanks to the Fed’s recent rate hike—opportunities that could make deals even better to buy in 2026 and into 2027. We’re back discussing the biggest housing market headlines from last week. Obviously, we can’t talk about headlines without
#461
September 17 · 31 min
You’re Not Gonna Like What Happens to Mortgage Rates
The U.S. government may have just lost the war on mortgage rates. Last week, the U.S. Treasury announced one of its biggest ⁠bond⁠ buyback programs in years—a whopping $6 billion allocated to (hopefully) lower bond yields, and by proxy, ⁠interest rates⁠. Not only did it backfire, but it may have angered the bond investors so much that the market’s recovery is now in jeopardy. Do we still have any hope of lowering bond yields and mortgage rates so the housing market can get back in business?
#460
September 15 · 30 min
This Is Better Than the 1% Rule (New Real Estate Rule)
The rules of⁠ real estate investing⁠ have changed. For years, investors were using the ⁠one-percent rule⁠ to quickly determine if a real estate deal would ⁠cash flow⁠. But the one-percent rule, rent-to-price ratio, and other common rules of thumb have a glaring blind spot. They account for purchase price, but they don’t account for expenses. Meanwhile, mortgage rates, taxes, and insurance have all risen across the board—expenses that can easily kill your cash flow. So, Dave’s come up with
#459
September 10 · 37 min
We Asked Brokers: Where Is the Biggest Buyer's Market Today?
Are the price cuts deeper than you think? Do ⁠buyers have even more power⁠ than we’ve been led to believe? National housing data tells us one thing, but local-level expertise can paint a completely different picture. While national data points to marginal price cuts, brokers in major markets are seeing significantly more volatile numbers. We wanted to know what’s actually happening in big markets like Austin, Atlanta, Seattle, Tampa, Long Island, and beyond—so we called the actual brokers who
#458
September 8 · 27 min
Fewer Investors Are Buying Homes as the Housing Market Shifts (Again)
The ⁠housing market⁠ is sending mixed signals—or so it seems. ⁠Foreclosures⁠ are rising, yet many investors are pulling back. ⁠Cash buyers⁠ are retreating, competition is cooling in many markets, and affordability challenges appear to be catching up with investors. Are these signs of another ⁠2008-like collapse⁠, or is there context behind the numbers? This week’s headlines largely point to waning investor activity. Investor home purchases are down, and the share of cash buyers is decreasing.
#457
September 3 · 27 min
AI-Fueled Mini Housing Bubbles Form as Commercial Delinquencies Rise
AI is bringing 6,000 jobs to a small Texan town, and home prices are seeing a sizable jump…but what happens once the job is done? Is this just a mini housing bubble waiting to happen, or is buying near an AI boomtown actually worth the risk? These scenarios may begin popping up more and more—what happens when it’s in your neck of the woods? We’re back with more headlines on what’s affecting the housing market. AI-induced housing bubbles could be coming in hot as small, overlooked areas of the
#456
September 1 · 49 min
The Bulletproof BRRRR in 2026 (Buying One Tomorrow!)
Today’s guest is buying a perfect ⁠BRRRR⁠ tomorrow. Even with today’s interest rates, even in this housing market, Zach Kepes is still making serious money with the strategy everyone has assumed is dead—the BRRRR method. He’ll walk away with tens of thousands in equity, get a trophy rental property that will bring in rent for decades, and add to his already impressive 300+ ⁠single-family home⁠ portfolio. He’s been BRRRRing for over 20 years, and he’s not stopping in 2026, especially when every
#455
August 27 · 43 min
Capital Calls: What to Know Before You Put In More Cash
You invested in a real estate ⁠syndication⁠, fund, or ⁠partnership⁠. Now, the operator is coming to you asking for more cash. Whether expenses went up, income went down, ⁠mortgage rates⁠ had to be refinanced, or a combination of all three, you’re on the line—do you put more cash into the deal with hopes it saves your principal, or do you walk away, ⁠take a loss⁠, and try again? This is what we do when the capital calls come our way. A “capital call” is exactly what it sounds like—an operator i
#454
August 25 · 34 min
Home Builders Are Bleeding as Sales Run Dry, Workers Vanish
⁠Builders⁠ are struggling to survive, let alone sell homes, in 2026. Prices aren’t keeping pace, home sales are falling, and nobody can find the labor to build the houses in the first place. With concessions rising, buyers who stayed in the market are getting great deals. With the potential to boomerang back to regional undersupplied housing markets, the deals may very well be worth it. It’s a new week, with new headlines that affect anyone buying, selling, or ⁠building wealth with real estat
#453
August 20 · 33 min
JPMorgan Makes a $750B Bet on the Housing Market
JPMorgan Chase, America’s largest bank, just made a big bet on housing—a $750B bet to be exact. At a time when most people hope home prices will fall, JPMorgan is gearing up to lend and invest in a huge way. Could this be a sign that those who buy now will be thanking themselves in the years to come? We’re getting into the details in today’s show. It’s another housing market update! First, we’re touching on whether or not the market has already peaked in 2026. We still have four full months le
#452
August 18 · 27 min
Finding Discounted Real Estate Just Got Easier
This is a game changer for ⁠real estate investing⁠. In minutes (or even seconds), you can find every ⁠motivated seller⁠ in your area, see how desperate they are to sell, and even find new markets with discounted real estate deals. This used to take hours, even days, before—now you can do it in minutes. We can’t really even believe that this is so easy. Today, Dave is walking through the new “⁠Motivated Sellers Index⁠,” a tool that helps real estate investors ⁠find motivated sellers⁠ and disco
#451
August 13 · 34 min
Signs That Your Rents Will Slow (or Grow) in 2026/2027
⁠National rent prices are down⁠ year-over-year, but that’s not telling the whole story. Different properties in different markets are seeing an opposite reality. Some markets are seeing 3%-5% rent increases, while others are seeing that flipped negative. There are definitive reasons why some markets are growing while others are slowing and outright declining. Today, Dave is going to show you how to forecast rents in your own market, no matter where you invest. We’re getting into all the latest

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