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
Serious delinquent loans are starting to surge.
Credit cards.
Auto loans.
Student loans.
The middle class is getting squeezed from every angle.
Next comes:
• More foreclosures
• More short sales
• More distressed inventory hitting the market into year-end
This is what happens when asset prices rise faster than incomes for too long.