Real Estate's Ticking Time Bomb w/ Bigger Pockets' Dave Meyer #1130

9 snips

Apr 22, 2026

Dave Meyer, BiggerPockets Chief Investment Officer and real estate podcaster, brings data-driven clarity to today’s housing landscape. He breaks down the “Great Stall,” affordability shifts, and why underwriting should not assume price gains. Conversations cover ARMs vs fixed rates, finding 10% discounts, house hacking, and where supply and demographics may push the market next.

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INSIGHT

The Great Stall Explains Slow Housing Ahead

The housing market is in a prolonged plateau Dave calls the Great Stall with possible small negative price moves.
Affordability must slowly restore via falling mortgage rates, rising wages, and stagnant or slight declines in prices rather than a sudden crash.

ADVICE

Underwrite Real Estate For Zero Appreciation

Underwrite deals assuming zero appreciation so your investment works from cash flow, amortization, tax benefits, and value-add alone.
Treat appreciation as gravy and be patient to leverage negotiation power in a slower market.

INSIGHT

Demand Can Trigger Oversupply And Soften Returns

Market returns hinge on both demand and supply; booming in-migration draws development which can create local oversupply.
Austin's example shows job-driven demand can be offset by massive developer activity leading to softer performance.

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The housing market is currently at a massive crossroads, and frankly, the old rules don't seem to apply anymore. We’re seeing a landscape of shifting interest rates, a potential reset in supply, and a level of volatility we haven't seen in decades. That’s exactly why we're going to hear from Dave Meyer - the Chief Investment Officer at BiggerPockets and a grounding voice in real estate data. We’re going to dig into the forces shaping the market right now in 2026, and then zoom out to look at the bigger trends that could influence how we buy homes in the years ahead... both as individuals and as investors. Today we discuss:

Defining “The Great Stall”
More analysis needed before purchasing a home
Factors leading to reduced housing demand
The impact of interest rates
Adjustable rate mortgages gaining in popularity
How investors should approach real estate today
Strategies for getting a 10% discount
Recency bias on homeowners and investors
Rising vacancy
House hacking
And much more!

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