443 episodes
- Workers Are Feeling the AI Squeeze: How It Could Define the Next Housing CyclePodcast Description
If you ask the average American, AI is taking over, as are the headlines warning that it’s coming for our jobs. Open LinkedIn, and you’ll see stories about chatbots replacing employees, hiring freezes, and departments being downsized. But when you dig into the actual data, it’s murky at best. So, what’s really happening, and how should real estate investors prepare?
On one hand, unemployment remains relatively low, and layoffs aren’t surging across the U.S.—not yet at least. In fact, many economists are still projecting positive job growth in the short term. On the other hand, you have growing concerns among what seems like most American workers. Fear about job displacement. Career uncertainty. The pressure to stay employable.
Then there’s the trickle-down impact on the housing market. Rising unemployment affects the biggest renter demographic in the nation. Do real estate investors need to temper expectations for rental demand and rent growth for the foreseeable future? Does “conservative” investment analysis need to go to another level? We’re breaking it all down, plus much more, on today’s show.
In This Episode We Cover
What to make of “murky” data surrounding AI’s impact on the U.S. job market
Why Americans are becoming increasingly worried about AI-caused layoffs (despite “positive” forecasting)
Two ways that widespread adoption of AI could affect the housing market
Why real estate investors should prepare for lower rental demand and rent growth
Which real estate markets are the best long-term bets as AI reshapes the economy
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
Join BiggerPockets for FREE
Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets
Sign Up for the Investor Brief Newsletter
Find an Investor-Friendly Agent in Your Area
Worried About AI? Here’s How Real Estate Is Changing Faster Than Ever
Dave's BiggerPockets Profile
World Economic Forum: The Future of Jobs Reports 2025
U.S. Bureau of Labor Statistics (BLS): Employment Situation Summary
Mercer: Global Talent Trends 2026. Solving the Human-Machine Equation
Resume Now: AI Disruption: 9 in 10 Workers Fear Job Loss to Automation
Challenger, Gray, & Christmas: Challenger Report December 2025
CNBC: Satya Nadella Says as Much as 30% of Microsoft Code Is Written by AI
McKinsey Global Institute: Agents, Robots, and Us: Skill Partnerships in the Age of AI
National Bureau of Economic Research (NBER): Firm Data on AI
Buy the Book, Recession-Proof Real Estate Investing
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-441.
Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices - We’ve officially reached the halfway point of 2026, and the housing market still feels…stuck.
The economy is in limbo. Home prices haven’t tanked. And we aren’t seeing significant large multifamily distress...not yet at least. Is it just a matter of time before the other shoe finally drops, or is this market more resilient than we expected?
Brian Burke is back to give his pulse check on the 2026 housing market. What has changed? Has anything changed?
We’re breaking down some of the predictions we made earlier in the year, the biggest surprises from the last six months, and how we’re adjusting our expectations for 2027 and beyond.
The truth is, this “boring” market is exactly the kind of environment that has made disciplined real estate investors very wealthy. Residential real estate values are holding steady, and commercial real estate could be set up for a 10-year bull run.
So, is it a better time to buy than the headlines suggest—or will those holding out for a 2008-style housing crash be proven right?
In This Episode We Cover
Brian Burke’s mid-year pulse check on the 2026 housing market
The 10-year commercial real estate bull run that could kick off in 2028
How to create long-term wealth with “smart” portfolio construction
Why we haven’t seen significant large multifamily distress (yet)
The three “types” of real estate syndication failure (and why they matter)
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
Join BiggerPockets for FREE
Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets
Sign Up for the Investor Brief Newsletter
Find an Investor-Friendly Agent in Your Area
BiggerPockets Real Estate 1293 – The Strongest Sign for the Housing Market in Years | June 2026 Update
Brian's BiggerPockets Profile
Dave's BiggerPockets Profile
The Hands-Off Investor
PassivePockets
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-440.
Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices - We’ve all seen the data. Home prices are falling but remain relatively “flat,” year over year.
There’s just one problem: the data is lying.
We’re in a full-blown buyer’s market now, and what investors are actually paying for homes is much less than most people realize.
Behind the scenes, buyers are negotiating thousands—even tens of thousands—of dollars in seller concessions that never show up in home sales data. Closing costs. Interest rate buydowns. Repair credits. Even cash.
These concessions are quietly driving the real cost of homes much lower than the numbers suggest. In fact, nearly half of all home sales now include some kind of seller concession, and that’s on top of the price drops we’re seeing in many markets.
How much are investors really saving? The amount is often capped based on the deal and the loan. But even these concession limits have workarounds.
If you use this two-pronged strategy for negotiating asking price and concessions, you’ll have a clear path to saving 3%, 5%, or maybe even upward of 10% on your next deal. This is the kind of advantage that can make the numbers work, even in the toughest of markets.
In This Episode We Cover
Why the median home sale price isn’t what investors are actually paying in 2026
How to negotiate massive discounts on properties in most markets
Two ways to get around the seller concession limits for investors
The markets with the highest percentage of home sales with seller concessions
A “balanced” strategy for scoring a lower purchase price and seller concessions
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
Join BiggerPockets for FREE
Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets
Sign Up for the Investor Brief Newsletter
Find an Investor-Friendly Agent in Your Area
11 Items You Can Negotiate in a Real Estate Deal
Dave's BiggerPockets Profile
Redfin: 46% of Home Sellers Gave Concessions to Buyers in May, the Highest Share on Record for That Month
Redfin: America’s Housing Market Favors Buyers—But Their Advantage Is Starting to Shrink
Grab the Book on Negotiating Real Estate
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-439.
Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices - You’ve seen the headlines. The housing market is stuck. Distress is rising. But if you dig beneath the surface, the actual data tells a different story. The market isn’t in freefall, and in many places, there’s more “stability” than most people think. And small investors are quietly taking the lead.
This week’s stories all point the same way. Inventory is essentially “flat,” up just 0.25% year over year. Luxury supply is rising, but homes floating around the median home price—the kind “mom-and-pop” investors like you and I are buying—remain tight. Meanwhile, the percentage of home sales to investors is climbing, with the dial gradually swinging toward the “small” investor.
And then there’s what’s happening in Washington. On Wednesday, President Trump canceled the signing of the biggest housing bill in decades. For now, we’ll have to wait a little longer until it becomes law. But if (or when) it gets passed, how will it actually impact the housing market? Are its benefits for the average American being overstated, or is this the supply-side reform we’ve been waiting for?
In This Episode We Cover
Why the 2026 housing market is more “stable” than most investors think
Where “small” investors are taking a larger share of recent home sales
What comes next after President Trump canceled the signing of the new housing bill
How the 21st Century ROAD to Housing Act will affect the market (if or when it’s passed)
The two types of markets where inventory is either rising up or trending down
And So Much More!
Links from the Show
Baselane: Automate your rental cash flow for a chance to win $10K plus BiggerPockets Pro members get a free upgrade to Baselane Smart. Sign up now
Join BiggerPockets for FREE
Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets
Sign Up for the Investor Brief Newsletter
Find an Investor-Friendly Agent in Your Area
A New Bill Proposes Tax-Free Savings for Homeownership—Here’s How It Could Help Prospective Investors
Dave's BiggerPockets Profile
James' BiggerPockets Profile
Kathy's BiggerPockets Profile
Baselane is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.NO PURCH. NEC. Open to legal residents of 50 US/DC, 18+ & are
Grab Dave’s Book, Start with Strategy
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-438.
Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices - The peace deal between the U.S. and Iran has been agreed to (at least for now). The Strait of Hormuz, the chokehold on 20% of the world’s oil, is starting to open back up, and trade can, at least temporarily, continue. The question is, will inflation begin to fall if oil flows (more) freely through the Middle East? And if inflation falls, could mortgage rates be right behind them?
Today, we’re talking about what could actually happen from here on out. We’ve seen a lot of opinions recently saying this deal could boost the economy and the housing market, or bring mortgage rates back down to earth. The question is, will any of that actually happen? As real estate investors, knowing what’s coming down the pipeline can give you a huge advantage, but believing the wrong narrative can cost you.
So today, I’m giving you my honest, data-backed take on what happens next. Will inflation and mortgage rates retreat? When could we begin to see the effects of the open Strait? Will the housing market bounce back as the supply chain heals? And what should a real estate investor be on the lookout for before the changes hit our economy?
In This Episode We Cover
What really happens to mortgage rates when oil begins to flow and inflationary pressures ease?
Why economists are saying we could be “warm for a while” in this economy
Does Dave think rates will fall below 6% any time in 2026 (and if not, where will they be)?
The two things that could lead us to lower mortgage rates (one is good, one is…not)
The real effects the housing market will feel once the Strait is fully opened again
And So Much More!
Links from the Show
Join the Future of Real Estate Investing with Fundrise
Join BiggerPockets for FREE
Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets
Sign Up for the Investor Brief Newsletter
Find Investor-Friendly Lenders
On The Market 432 - J Scott: We Have 1-2 Months Before the Economy Begins to Break
Dave's BiggerPockets Profile
Oxford Economics: US PCE Nowcast – Headline inflation will creep above 4%
CNBC: Bank of America expects three Fed hikes this year, says inflation is getting ‘unambiguously worse’
NAR Housing Affordability Index
Grab the Book on Recession-Proof Real Estate Investing
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-437.
Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com.
Learn more about your ad choices. Visit megaphone.fm/adchoices
More Business podcasts
Trending Business podcasts
About On The Market
The modern real estate investor doesn’t have time to research every headline and trend. That’s why BiggerPockets' Dave Meyer and his expert panel do it for you. Learn how to invest smarter in today’s economic environment.
Podcast websiteListen to On The Market, The Diary Of A CEO with Steven Bartlett and many other podcasts from around the world with the radio.net app

Get the free radio.net app
- Stations and podcasts to bookmark
- Stream via Wi-Fi or Bluetooth
- Supports Carplay & Android Auto
- Many other app features
Get the free radio.net app
- Stations and podcasts to bookmark
- Stream via Wi-Fi or Bluetooth
- Supports Carplay & Android Auto
- Many other app features


On The Market
Scan code,
download the app,
start listening.
download the app,
start listening.
On The Market: Podcasts in Family
































