Current asset bubble, encompassing stocks, bonds, real estate, and crypto, dwarfs previous crises. Trump ringing the bell at the NYSE began the bear market.

And everyone wants Trump or Bitcoin to save them…Madness of crowds and all — Чассен Комарова (@RUBICONCROSS2) December 27, 2024 BREAKING: Analysts warn Bitcoin will crash to $60,000 — WF (@WhaleFUD) December 27, 2024 Credit card debt hit another all time high. If you look at the second chart (red …

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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 — …

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Cap rates aren’t competitive, making real estate less attractive than bonds.

A theory for why CRE closed-end fundraising has fallen off a cliff: Cap rates and stabilized yields in real estate just aren't attractive compared to other asset classes. In many cases, quasi-government lending entities (Fannie and Freddie) in the multifamily space are getting… pic.twitter.com/Hv29TlLx2j — Shashankh Aryal (@aryal1994) December 17, …

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Fed injects $100 million into banking system as liquidity crisis worsens. If unemployment rises in Q1, we face dotcom-style valuations and real estate risks.

Fed injected 100million into the banking system this morning. Its probably nothin. pic.twitter.com/HzOJdkbUZW — The Great Martis (@great_martis) December 10, 2024 They injected 2.3billion back few weeks ago. Ongoing liquidity crisis that will get extremely worse. — The Great Martis (@great_martis) December 10, 2024 The blood indicator is VERY close …

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People who make $160,000 can’t buy a house without government assistance. This country is so broken. Without the inflated real estate market masking the truth, Canada’s economic downturn would be clear to everyone.

Without the inflated real estate market masking reality, 🇨🇦 economic downturn would be clear to everyone. pic.twitter.com/HYEjXawcWi — Shazi (@ShaziGoalie) December 9, 2024 People who make $160,000 can’t buy a house without government assistance. This country is so broken. pic.twitter.com/2lXf26PKHp — red pill rick (@igetredpilled) December 8, 2024 Bank of …

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Commercial real estate crisis is getting worse

🚨Bloody hell: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SURGED to 10.7%, the highest in 11 YEARS. Office CMBS delinquencies have risen even faster than during the Great Financial Crisis. Commercial real estate crisis is getting worse. pic.twitter.com/YK0aIidJWJ — Global Markets Investor (@GlobalMktObserv) December 1, 2024 …

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36% of homeowners feel trapped; rising to 50% for under-50 buyers. No sign of a soft landing in the real estate data. Its getting feel like 2007

These buyers made a huge financial mistake and eventually they face a choice: Either suck it up and keep paying the mortgage for 30 years, get foreclosed on, or just decide to walk away from the house. People bought houses they couldn’t afford. This is how we got here. https://t.co/7xxM0rEPPp …

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Many commercial real estate loans from 2020-2021 face refinancing in 2025-2026, risking a perfect storm in MENA’s economy.

Many commercial real estate (CRE) loans are set to mature in 2025 and 2026, requiring refinancing for loans that were underwritten when interest rates were at historic lows in 2020 and 2021. As interest rates have significantly increased, the current landscape presents a daunting challenge for refinancing. This situation has …

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Real estate bubble or insanity?

The problem I’m seeing is all of the “ok” homes are getting these insane prices. Meanwhile the undesirable homes sit on the market. Anytime I see a reasonably priced home it’s sold in a day or it’s a “so what’s wrong with this one” type of home. h/t da-la-pasha

Real estate short sales are repricing neighborhoods, triggering a rush for the exits.

Here comes the real estate short sales repricing entire neighborhoods Race for the exits coming pic.twitter.com/9VzWD5W04L — Darth Powell (@VladTheInflator) October 5, 2024 There’s also (like California 🙄) a big variance between rent/own monthly costs It’s roughly $1000/mo cheaper to rent a single family home than to buy and mortgage …

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Tide is Turning… Buyers are gaining the upper hand in the housing market as a top real estate CEO warns sellers about high asking prices: ‘The sharks come out, and it will hurt you even more’

The U.S. housing market is now tilting in favor of buyers, who are pushing back against the high home prices that sellers are demanding, according to Compass cofounder and CEO Robert Reffkin. He told CNBC on Wednesday that 30% of the inventory on the market has seen a price drop, …

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The US housing market is gradually thawing, yet 91% of homes remain overvalued, according to Fitch. Meanwhile, JPMorgan faces an eight-figure loss after offloading real estate.

Homes in 91% of US metro areas were overvalued in the third quarter, Fitch Ratings reported. Home prices are overvalued by 11.1%, an uptick from prior quarters, as wage growth lagged. December notched the highest annual price gain since 2022, S&P Global found. The US housing market is seeing some …

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Landlords Face a $1.5 Trillion Commercial Real Estate Maturity Wall. Around $95 billion of multifamily assets are at risk of distress. More lenders are submitting offers to refinance debt.

Landlords in the commercial real estate sector are indeed facing a significant challenge with $1.5 trillion of debt maturing by the end of next year. Approximately a quarter of this debt could be difficult to refinance due to higher interest rates and lower property valuations. Regarding multifamily assets, around $95 …

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Nearly half of real estate investors report losses, with 90% losing money on at least one investment.

According to a recent report by Clever Real Estate, nearly half (42%) of residential real estate investors have reported losing more money than they’ve made in real estate investing. The study also found that 90% of investors have lost money on at least one investment. Source: https://metroatlantaceo.com/news/2024/07/90-real-estate-investors-have-lost-money-investment/ https://finance.yahoo.com/news/90-real-estate-investors-lost-124100763.html https://www.prnewswire.com/news-releases/90-of-real-estate-investors-have-lost-money-on-an-investment-302203550.html

Real estate agents push for housing investments despite clear market warning signs, echoing 2007’s risks. Never forget, this time it’s different.

https://twitter.com/MichaelAArouet/status/1828291677036896483 Let's all take note, even when the wtiting is on the wall (like back in 2007) Real estate agents and mortgage brokers/bankers are still trying to con you into going all in on housing. I'm arguing simply to watch and wait, these housing goons just want your transactions. https://t.co/YAY99XPBOy …

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