The Correction Will Get Even More Severe | Sept. 2026 Housing Market Update
Summary
Dave Meyer analyzes the September housing market, noting that mortgage rates have risen above 7% due to inflation and rising Treasury yields, with no significant relief expected. He highlights a 4% surge in inventory and predicts a modest price correction rather than a crash, as high homeowner equity and low delinquencies provide market stability. Meyer advises investors to adopt a patient strategy, establishing strict buy boxes to acquire properties at significant discounts while underwriting deals based on current high interest rates.
Topics discussed
Introduction: September Housing Market Update
Market overview: The 'Great Stall' breaks
Mortgage rates: Why they are rising above 7%
Outlook: Rates stay high, prices expected to fall
Sponsor breaks and listener resources
Inventory surge: Supply vs. demand divergence
Regional variance and buying opportunities
Sponsor breaks and transition to risk report
Risk Report: Mortgage equity and delinquency data
Crash probability: Correction vs. Collapse
Investor strategy: Defining your buy box
Final advice: Local data and underwriting discipline
Closing and sponsor ads
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