What a week it has been in the economy. The federal reserve is still struggling to contain inflation and as a result increased the federal funds rate. After the announcement stocks roared back in a huge “relief” rally and mortgage rates fell. What do all these...
Interest rates jump again, are they going to decline?
It seems like all the economists are surprised that inflation continues at elevated levels and suddenly the market is in a panic about higher inflation. Am I the only one in the world that buys groceries, fills up my gas tank, goes out to eat, etc… Anyone...
Rents plummet, is this a trend or blip?
Rents have made a quick U turn. After rising substantially over the last decade, they are quickly reversing course. Why are rents now falling? Is this just a trend or a blip. Look at the chart below, how does this alter the predictions on rents? ...
What is hiding in the real estate market?
The housing market has a multi-billion dollar problem that nobody is talking about. Since the last recession economists harp on the fact that underwriting is so much better now than it was leading up to 2008. This is correct except for one lender, the federal...
91 percent probability real estate will be okay through 2026
Last week I asked all of you what happens to real estate prices the remainder of 2026? I posed this question in order to gauge reader thoughts on the Iran war, inflationary pressures, etc.. to see if these items would radically alter prices the...
2026 real estate predictions, what happens now?
2026 was set to be the big recovery in real estate with rates lowering, setting us up for a great year. Instead, the Iran war kicked off driving energy prices and in turn inflation up. The rate narrative has made a U-turn with the question of when to...
When will real estate crash or will it?
Look at the chart above of consumer delinquencies? We are now in line with 2017, but is that the real story? Look at 07 what do you notice? Will the economy mirror the 08 reset or has something else fundamentally changed? With the current delinquency rates...
What does the Iran war mean for real estate?
I was a bit surprised at the market reaction, check out the 10 year treasury (above) on the Monday after the war began. I would have predicted the opposite reaction with yields falling. What are the three primary reasons rates are now rising? What impact does this...
Supreme court nullifies tariffs, 3 big changes to real estate
The supreme court throws out president Trump’s tariffs. What does this mean for real estate building costs and interest rates? Why is the chart above so important? Will this decision drastically alter the real estate market one way or another? What happens...












