Show Notes
In this episode:
02:11 — The Rent Werewolf: Shifting single-family rents are changing the math and timelines for first-time homebuyers. 03:55 — The Construction Cost Curse: Where developers can find viable land-use opportunities as costs for land, labor, and lumber costs soar? 06:37 — The Lock-In Ghost: What interest rate threshold will it take to finally break the rate lock-in spell and unlock frozen housing supply? 08:54 — The Escrow Poltergeist: See exactly how surging property taxes and insurance premiums are driving up total ownership costs and delinquency risks. 11:03 — The Supply Shape-Shifter: How are hyper-local inventory splits impacting investor strategies? 12:45 — Allie Barefoot goes over the numbers in the housing market in The Sip 14:17 — Crystal ball: Will spooky market forces ease by late 2027 to bring back normal market liquidity, or is this the new normal?
Links: https://www.cotality.com/insights/analysis/bend-it-like-buyers
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