Stocks Tank as Recession Threat Grows, but Real Estate HASN’T Cracked

On The Market

BiggerPockets

News, Investing, Business, Education

4.8 • 820 Ratings

🗓️ 17 March 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stocks are struggling, recession fears are ramping up, and investors are starting to worry. The stock market has been falling for weeks, major indexes are down, and new (rapidly changing) tariffs are only making things worse. But what does this actually mean for your investments? Is this just a stock market correction, or could real estate soon suffer the same fate? Today, we’re breaking down what’s going on in the US economy: why stocks are tanking, how the housing market could react, and what smart investors are doing right now. Should you sell, hold, or shift your stocks into real estate? Dave shares a big move he just made with his own portfolio and why he’s rethinking his investment strategy heading into a potential recession. With so much uncertainty, you need to know what actually matters (and what doesn’t) for your portfolio. Will falling stock prices inadvertently trigger a real estate boom? Could lower inflation and interest rate cuts save the market? And most importantly—what should you do next? We can’t give you financial advice, but Dave is sharing what he’s doing with his money in this episode. In This Episode We Cover Why the stock market is sliding and whether a recession is next The psychological impact of new tariffs on the economy (and YOUR investments) The almost unbelievable (and borderline frightening) metric about consumer spending Why Dave sold a sizable chunk of his stock portfolio (and where that money is going) How a stock market correction could shake up the housing market What lower inflation and possible rate cuts could mean for real estate The key economic signals you NEED to watch over the next few months And So Much More! Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Sign Up for the On the Market Newsletter Find Investor-Friendly Lenders Dave's BiggerPockets Profile Stock Market Volatility Makes Real Estate Look a Whole Lot Better Invest in Any Market Cycle with “Recession-Proof Real Estate Investing” Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-304 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	What a week it was for the economy. The stock market had sharp declines. The tariff roller coaster
0:05.7	just keeps speeding along. Consumers are getting spooked. But meanwhile, inflation is coming down.
0:11.3	So today we're going to dive into the busy, crazy, confusing last week we just had in the economy.
0:17.2	We'll talk about the stock market, the housing market, and I'll catch you up on what is actually important and what you should be paying attention. I'll share with you how your
0:25.0	investments and your businesses could be impacted by recent economic changes. And I'm also
0:29.8	going to share with you a pretty bold move I personally made with my own portfolio.
0:38.9	Hey, everyone. It's Dave, head of real estate investing at Bigger Pockets back with another
0:43.0	economic news and data update for you.
0:45.9	Things are happening fast right now, and we're making sure that here on the market,
0:50.4	we're getting you timely, accurate, and rational analysis on all the news that
0:54.5	matters.
0:55.2	Let's jump into today's recap of the crazy week that was last week, and we're going to do
0:59.7	our best to make sense of it all.
1:01.5	So let's just start with the big news.
1:03.4	The stock market was angry last week, actually for the last couple of weeks, and we're going
1:08.3	to start here because it sort of frames a lot of the
1:11.6	other things that are going on in the economy and helps make sense of what you should be thinking
1:16.9	about and your own decision making. So first things first, the market has now reached correction
1:22.8	territory. And for a lot of last week, we're hovering around there for the S&P 500. So we are in that sort of correction territory.
1:30.0	And I think notably, the market is now also down over the last six months.
1:35.7	And it's not like six months is some special number that has any significance.
1:40.3	The only reason I'm saying that is because it goes back to before the election.
	...

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