Ignore the Headlines - These Indicators Will Decide Real Estate in 2026
Jan 6, 2026
Explore the economic indicators shaping real estate investment by 2026. The hosts emphasize the importance of the 10-year treasury and its market impact. They dive into credit spreads and their hidden costs, alongside tightening bank lending standards. Trends in shelter inflation and rising operational costs are key considerations. A looming $936B debt maturity wall poses challenges for commercial properties. Tune in to discover what indicators matter and what to ignore amidst the noise!
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Monitor Lending Standards And LTV Shifts
Watch bank lending standards: are LTVs and DSCR requirements tightening or loosening?
Adjust deal sizing because lower LTVs force more equity and raise blended cost of capital.
insights INSIGHT
Shelter Moves Reported Inflation
Shelter (rent) is ~30–40% of CPI and will heavily influence reported inflation.
Danille and Ken expect flat or negative rent growth in 2026 due to excess rental supply.
insights INSIGHT
HOA Fees Reveal Hidden Operating Inflation
Rising HOA fees reveal operational and utility cost pressures in condo markets.
Ken flags fees rising into high hundreds or $1,000 as a visible sign of cost inflation.
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In a year full of headlines, Ken & Danille McElroy break down the economic and real estate indicators that actually drive investing decisions in 2026—from credit spreads and lending standards to multifamily operating metrics. If you want to understand what matters before prices move, this is the framework serious investors are using right now.
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ABOUT KEN: Ken is the author of the bestselling books The ABC’s of Real Estate Investing, The Advanced Guide to Real Estate Investing, and The ABC’s of Property Management. With over two decades of experience in real estate investing, Ken McElroy is passionate about sharing the good life by helping real estate investors grow and prosper. This podcast is a place for Ken to discuss numerous topics connected to real estate investing, including finance, budgeting, the entrepreneur mindset, and creating passive income. Ken offers a wealth of personal experiences, practical advice, success stories, and even some informative setbacks, all presented here to educate and inspire. Whether you’re a new or seasoned investor, the information and resources on this channel will set you on a path where you and your investments can thrive.
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