Everyone’s yelling “2026 housing crash,” but most of it is noise. In this solo episode, Mikey breaks down the actual signals and how to underwrite deals to win even if things get bumpy.
Chapters0:00 Crash chatter vs. reality0:38 Jobs & claims—cooling by design? 3:40 Rates cutting cycle + credit tightness in SLOOS 5:40 Prices lag, inventory is king 7:40 Cancellations & buyer sentiment shift 9:17 Apartment rents & market differences 10:10 Delinquencies, office pain & bridge loans explained 12:22 Rates, builders, and the equity bottleneck 14:01 The stress tests Mikey runs on every deal 15:46 Why ugly markets make the best vintages
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