Housing Market Shift: Inventory Catapults Back, Buying Opportunities Grow

BiggerPockets Real Estate Podcast

BiggerPockets

Education, Business, Investing

4.8 • 16.5K Ratings

🗓️ 28 March 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Home prices are falling fast in some prime real estate markets across the country while others remain stubbornly stuck. What’s the defining factor between a stable housing market and one where sellers are actively cutting prices? Housing inventory! This metric defined the 2020 - 2022 run-up in home prices, but the rubber band of demand is snapping back as buyer power grows, housing inventory rises, and investors get even better buying opportunities. Remember when people said, “I’ll buy when prices drop”? Well, now might be the time. ResiClub’s Lance Lambert joins us to provide a holistic view of housing inventory, prices, demand, and emerging opportunities. Lance walks through the most up-to-date data on where housing inventory is rising fast, where prices are quickly declining, and which markets are holding on as sellers remain in control. We’ll also talk about why homebuilding costs are about to JUMP and the reason Warren Buffett sold his homebuilding stocks shortly after buying them. Will construction slow down, limiting new inventory and leading us back into ultra-low supply? If so, this could push home prices higher, creating a prime opportunity for real estate investors. In This Episode We Cover: Is spiking inventory a worrying sign for the housing market, or are we merely normalizing? What to look at in your housing market to forecast whether prices will rise or fall Why are homebuilding costs about to JUMP, and could this lead to even more inventory problems? The new housing trend: Older renters, but could this mean more demand for rentals? 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 Apply to Be a BiggerPockets Real Estate Guest ResiClub: The cost breakdown for constructing a single-family home in 2024 ResiClub: Did Warren Buffett see this coming? Homebuilder margins face pressure in 2025 ResiClub: The vanishing young homebuyer: Median first-time homebuyer age jumps from 28 in 1991 to 38 in 2024 Invest in Private Market Real Estate with the Fundrise Flagship Fund Grab Dave’s Book, “Real Estate by the Numbers” Sign Up for the BiggerPockets Real Estate Newsletter Find an Investor-Friendly Agent in Your Area Inventory Is Key to a Stable Real Estate Market—Will It Recover? Join Lance’s Newsletter Connect with Dave Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1101 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	After years of a very tight housing market, more homes are finally coming up for sale,
0:05.8	which means that anyone looking to buy a rental property or a primary home has more options
0:10.3	to choose from and may be able to find better prices.
0:13.8	We'll get into all the reasons behind this emerging trend and how you can leverage it
0:17.5	to benefit your own portfolio on today's show.
0:30.3	Welcome back to the Bigger Pockets podcast. I'm Dave Meyer, head of real estate investing at Bigger Pockets. My guest today on the show is Lance Lambert. Lance is co-founder and editor-in-chief
0:36.4	of Rezi Club, a really cool media
0:38.6	company that tracks the U.S. housing market. And Lance specializes in research and data,
0:43.7	so I want to break down a few of the trends he's seeing in the housing market right now that
0:47.6	may indicate whether it's a good time to buy real estate. We're going to talk about inventory
0:52.4	trends, which I personally think are really the
0:54.8	key to understanding the whole housing market, because how many homes are available to buy
1:00.4	is going to go a long way towards dictating whether you can find good deals or not. But the
1:05.2	current inventory situation is a little bit confusing because it's very different in different
1:10.6	regions. What we're seeing
1:12.0	in Florida and Texas is almost entirely different than what we're seeing in the Midwest and
1:17.1	Northeast. So we're going to dig into the data with Lance. He brought all his charts with him
1:22.2	and we'll use those to identify which cities and states across the U.S. might be better
1:26.9	buyers markets than you're probably
1:28.4	hearing about in the headlines. Then later in the show, we'll discuss a few other topics
1:33.1	Lance has written about at Rezi Club. He recently put out an article about the shrinking margins
1:38.9	for home builders, which could have huge implications on the future of single family home
	...

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