Most housing headlines are wrong.
I break down what’s actually happening in real time.
$3.5B+ sold | 8,500+ units since 2020
60k+ subs on Substack Newsletter
Jacksonville is now ranked the least hot housing market in America.
Behind Austin.
Behind Tampa.
That’s what happens when you combine:
• Massive speculation
• Overbuilding
• Weak wage growth
• Investors chasing momentum instead of fundamentals
For years, people screamed “housing shortage.”
But in markets like Jacksonville, the real problem was a mismatch between incomes and prices.
Now the math is breaking.