2025’s Massive Opportunity for Real Estate Investing (Before It’s Too Late)

BiggerPockets Real Estate Podcast

BiggerPockets

Education, Investing, Business

4.8 • 16.6K Ratings

🗓️ 20 December 2024

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Real estate investing may not see an opportunity like this for years. We’re in one of the wildest economic periods: mortgage rates are high, inflation has cooled, stock prices are hitting records, and the housing supply chain is slowing dramatically. What happens next? In short, something really, really good for real estate investors. And this isn’t hype—it’s precisely what the data points to. Ben Miller, Fundrise CEO and one of our favorite macroeconomic experts, is back to break down his four data points that directly point to a win for real estate investors in 2025 and beyond. Answer this: what happens when housing supply is low, little to no new inventory is coming online, interest rates come back down, and everyone’s competing for homes? The answer: prices go up. That reality is coming to fruition soon, and those who already own real estate are poised to reap significant profits. Those who sat on the sidelines will be forced to compete with other buyers as sky-high demand returns. But that’s not even Ben’s entire argument. He brings even MORE data to make the case for real estate in 2025—and it’s a case you shouldn’t ignore. In This Episode We Cover: An expert’s case for real estate investing in 2025 and why it isn’t too late to get in Why commercial real estate could be close to the bottom (and be rebounding soon) The stock-to-real-estate correlation that BROKE last year (and what it means) The reason Ben believes new Trump tariffs could be good for homeowners and investors Why the housing undersupply problem could get even worse in 2025, 2026 What happens when interest rates fall and demand for homes returns? And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Ask Your Question on the BiggerPockets Forums BiggerPockets YouTube Put Your Vacation Rental on Autopilot with Hospitable Grab Dave’s New Book, “Start with Strategy” Find Investor-Friendly Lenders Redfin’s 2025 Housing Market Predictions (Home Prices, Mortgage Rates, & More) Connect with Ben Connect with Dave (00:00) Intro (01:05) The Case for Real Estate in 2025 (02:58) 1. Real Estate is Cheap(er) Now (Timestamp) (06:15) Have We Bottomed? (Timestamp) (09:02) 2. The "Inverse Correlation" Begins (15:02) 3. Housing Supply Will Crash (19:41) Tariffs Will Help (24:06) 4. Interest Rates Will Fall Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1059 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey, everyone. Welcome back to the Bigger Pockets podcast. Today, we are making the case for real estate as an investing class.
0:12.9	Now, I like to think that this show makes the case for real estate pretty much every week, three times a week.
0:18.1	But my guest today is Ben Miller, and he has a compelling case to share
0:22.5	as well. Ben has more than two decades of experience in real estate and finance, so I always
0:27.9	enjoy speaking to him and hearing about his insights on where the markets are going. And today,
0:33.9	he's going to share his theory for why real estate investing remains a great asset
0:39.1	class for people to invest in heading into 2025.
0:42.4	Ben has four bullet points, which we're going to discuss and debate, but I think you'll
0:46.9	probably be like me and agree with a lot of his reasoning.
0:50.5	And what I like so much about this is that it's a really zoomed out sort of long-term case for why it's worthwhile to build a career around real estate or build a portfolio, even if you're working full-time.
1:03.5	So let's welcome Ben to the show.
1:05.5	Ben Miller, welcome back to the Bigger Pockets podcast.
1:08.9	Thanks for being here.
1:10.1	Thanks for having me.
1:11.2	So, Ben, I know you have a four-part case for real estate. What's point number one?
1:15.7	Well, to put it in context, real estate, that's institutional real estate, commercial
1:20.6	real estate, private real estate, has been hit hard. The last 24 months have been a recession
1:27.2	for the business of real estate. So that
1:30.2	doesn't mean single family homes, but it means like apartment buildings and industrial. And if you're
1:36.1	a broker mortgage business, it's a recession in real estate. And I think that's been confusing
1:42.5	to our investors because it's not been recession for most
1:47.8	other markets. Stock market at all time high. And you have the business of real estate, institutional
	...

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