On The Market

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...

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 20...

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...

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 o...

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 tal...

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 contro...

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...

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...

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 lo...

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 le...

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, yo...

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...

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...

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? Toda...

The 2026 recession is here. You feel it. I feel it. GDP is growing, but the cost of living is rising, affordability is at a multi-decade low, and consumer sentiment is at its lowest level in 70 years. The stock market is ripping, but Americans are struggling daily. Economists will tell you it’s not a recession (at least not yet), but according to my recession indicator…we’re there.  Last November,...

Just when we thought it was handled, inflation is starting to surge back—and mortgage rates are already adjusting fast. But, for real estate investors, there’s a silver lining. Some markets are seeing rising rents and lower home prices, making it an ideal buying scenario for investors if they can hang on to the property during these high-rate times. It’s been a wild week in the housing market, and...

New 2026 housing market forecasts have changed…dramatically. A major downgrade for home sales from NAR, a home price forecast revision from Zillow, and a new mortgage rate range from Fannie Mae. The industry is quickly growing much more anxious. At the start of the year, the consensus was for modest price growth, lower mortgage rates, and improved home sale numbers—that’s not where we’re at right...

One type of investment property is experiencing severe undersupply with a 20-year demographic tailwind on the way. Demand is growing, new supply isn’t even hitting a quarter of the need, and investors are writing off much of this industry as already past its peak. Is this a strategic opportunity to invest in an asset so obvious it’s been overlooked?  Of course, we’re talking about senior living in...

The national debt just hit a dangerous new milestone, surpassing GDP—and the last time this happened, we just ended a world war. You already know the U.S. is heavily in debt—most Americans do—but nobody is asking the right question: at what point does this spiral out of control and force something in the economy to break?  Today, Dave is unpacking the next steps and the scenarios that could unfold...

U.S. home prices have officially turned negative. For many months, sellers have resisted adjusting to current market conditions—until now. This could bring short-term pain for flippers and sellers, but overall, it’s a step in the right direction for a housing market that desperately needs prices to soften before it can become unstuck.   We’re back with more headlines from last week, including new...

We’ve got new data on the Spring housing market, and it’s…well, complicated.   The monthly data shows more of the same: a sluggish housing market with negative home price growth.   But zoom in, and the weekly data tells a different story. Pending sales and mortgage applications are ticking higher, and we’ve just crossed into what could be the strongest buyer’s market we’ve seen in years, with sell...

Buyers are waiting out the market, mortgage rates are rising again, and the economy seems as unstable as ever. So why are house flippers feeling bullish about investing in 2026? A new report has surfaced showing an overwhelmingly optimistic view of flipping houses, with active flippers registering stronger bullish signals than in previous months.  The question is: what are house flippers seeing in...

Something is brewing at the Federal Reserve, and it’s starting to get ugly.   For many months, President Trump has been pressuring the Fed to lower the federal funds rate and has since named a new Fed chair nominee to take the reins after Jerome Powell's term ends. But what seemed like a straightforward transition has quickly evolved into a nasty political showdown—a “standoff” between the Departm...

For years, we’ve been promised that a “tsunami” of homes would hit the market as Baby Boomers age, move into senior housing, and pass away. We’ve been waiting…and waiting, but we’re still millions of housing units short. Yet, even without a “silver tsunami,” another trend could push us toward a housing supply glut in the future—new builds. Builder sentiment has dropped to a seven-month low. Homes...

This could have profound effects on the housing market, and if you work or invest in real estate, you need to know what's coming next. Energy shocks, high inflation, new job numbers, the worst consumer sentiment in 70 years…it’s all hitting us in a single week, and the housing market is already reacting. After months of affordability gains, mortgage rates jumped back to 6.4% in response to the oil...