How America Could Soon Be Oversupplied with Homes

Episode #418 Join the Future of Real Estate Investing with Fundrise: https://www.fundrise.com/bpmarket For years, we’ve been promised that a “tsunami” of homes would hit the market as Baby Boomers age, move into senior housing, and pass away. We’ve been waiting…and waiting, but we’re still millions of housing units short. Yet, even without a “silver tsunami,” another trend could push us toward a housing supply glut in the future—new builds. Builder sentiment has dropped to a seven-month low. Homes are sitting empty, huge concessions are being offered, but the buyers are few and far between. Longer absorption periods mean higher holding costs for builders, prompting larger incentives to sell these homes. But, with mortgage rates bouncing back up to the mid-six percent range, who wants to buy? Very few Americans, and that’s the problem. Between Baby Boomers slowly trickling inventory into the housing market and builders creating more supply than (financeable) demand, is this the tipping point where we go from an undersupplied to an oversupplied housing market? In this headline episode, we’re getting into it, plus a “ban” on one of America’s hottest real estate assets. Episode Show Notes: https://lnk.to/onthemarketYT Join BiggerPockets for FREE 👇 https://www.biggerpockets.com/signup?... 🎉Join us at the BiggerPockets Conference October 2-4 in Orlando. Buy tickets: https://biggerpockets.com/bpcon2026 Grab The Book on Negotiating Real Estate : https://store.biggerpockets.com/produ... Sign Up for the On the Market Newsletter: https://www.biggerpockets.com/email-s... Find Investor-Friendly Lenders: http://biggerpockets.com/findlenders On the Market - 403 - You Have Until 2031: What Happens When Population Starts to Decline? https://www.biggerpockets.com/blog/on... Stories from Today’s Episode: Housing Shortage: https://apnews.com/article/trump-hous... Builder Sentiment: https://www.reuters.com/business/us-h... Self Storage: https://www.wsj.com/real-estate/self-... Connect with Dave and Our Panel of Expert Guests: Dave Meyer: https://www.biggerpockets.com/users/d... Henry Washington: https://www.biggerpockets.com/users/h... James Dainard: https://www.biggerpockets.com/users/j... Kathy Fettke: https://www.biggerpockets.com/users/k...