The Personal Finance Podcast · Andrew Giancola

How to Invest in Real Estate (In ANY MARKET) with Dave Meyer

·1 hr·4 clips

Mortgage delinquencies are the number one variable Dave Meyer watches for a housing crash.

Dave Meyer calls the current market a great stall. He says the 2010s, the COVID frenzy, and the flat years since then each belonged to a different era, and he believes the market has now turned a corner even if it still does not feel great. The main idea is straightforward. He expects low to no appreciation rather than a clean boom. That is a tough sell for investors hoping for a hotter market. He backs it with one blunt check: people are paying their mortgages. Delinquencies are low, and he notes they are lower than they were in 2019, which he treats as a useful signal against crash talk. The conversation keeps circling back to signal over noise. Rather than chasing every headline metric, he pushes supply and demand dynamics and demographics as the core lens. Demographics matter too. He points to millennials reaching peak homebuying age and a pending transfer of real estate from boomers to millennials. That helps explain why prices have kept rising even with higher rates. The hosts also talk about the investor mindset. Real estate can be scary. It can also stay fresh because it forces problem solving, new people, and new deals. That is part of the appeal. He frames successful investing as staying with your plan while making the small adjustments that fit the market in front of you. The episode keeps returning to the same practical question: what variable actually matters? The answer, here, is the data that tells you whether the housing market is merely noisy or genuinely changing.

As heard by us

A steady read on why a slow housing market may still reward disciplined investors.

Dave Meyer treats housing less like a crash story and more like a market that has gone stale. He argues the corner has already been turned, even if the picture is still far from healthy.

Read the full review in PlayNext →

Why you'd press play

Read the housing market without getting hypnotized by the headlines.

Read the full recommendation in PlayNext →

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from The Personal Finance Podcast