No soft landing for real estate: Mortgage rates rise despite Fed’s three rate cuts. Home prices are contracting sharply. Home builder lenar just said road ahead will be choppy

What have we learned from the market this Fall?

There are 2 paths forward for Real Estate and both are painful:

1. Higher rates, stagnant market, layoffs, prices grind flat or down

2. Lower rates that come when the economy collapses, not because the Fed waves a magic wand

— Amy Nixon (@texasrunnerDFW) December 20, 2024

https://twitter.com/rev_cap/status/1870092903889904115

Home builder lenar just said road ahead will be choppy

— Darth Powell (@VladTheInflator) December 20, 2024

WARNING: Home prices are contracting sharply

These levels were only seen 4 times since 1964:

– 1970
– 1990
– 2008
– 2020

All 4 ended in sharp economic downturns pic.twitter.com/8WIN8raQGr

— Bravos Research (@bravosresearch) December 20, 2024

Tell me again!

How do you conclude "Soft Landing" based on this….?

Please 😉 pic.twitter.com/nnM2vwYcUH

— Henrik Zeberg (@HenrikZeberg) December 20, 2024