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The Great Stay: Why No One’s Moving—and What It Means for Housing

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Manage episode 515603699 series 3620270
Content provided by Amit Bhuta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amit Bhuta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when the housing market and the job market both refuse to move?
That’s the big question in this episode, where Compass Chief Economist Mike Simson sits down with Bloomberg columnist Connor Sen for a brutally honest, data-driven, and surprisingly hopeful conversation about the state of real estate in America.
They break down:

  • 🏠 Why higher rates created the “Great Stay”—and how it’s reshaping both housing and labor.

  • 💰 What home-builder data from companies like Lennar actually reveals about 2025–2026 demand.

  • 📉 Why the Fed’s next move might depend more on housing than on inflation.

  • 👶 How demographic shifts (and aging millennials) will quietly reignite the market.

  • ⚖️ Why cautious optimism—not doom—is the smartest stance right now.

If you’ve been wondering whether the housing market will ever feel normal again… this one’s for you.
If you ever want to buy or sell a property anywhere in the world, our team would be honored to help get you to your next destination.
Until next time, stay curious, stay hungry, and as always… stay ALL IN!
Amit Bhuta
COMPASS
ALL IN Miami Group
Licensed Real Estate Agent
(305) 439-3031 Mobile
[email protected]
ALLinMiami.com

  continue reading

539 episodes

Artwork
iconShare
 
Manage episode 515603699 series 3620270
Content provided by Amit Bhuta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amit Bhuta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when the housing market and the job market both refuse to move?
That’s the big question in this episode, where Compass Chief Economist Mike Simson sits down with Bloomberg columnist Connor Sen for a brutally honest, data-driven, and surprisingly hopeful conversation about the state of real estate in America.
They break down:

  • 🏠 Why higher rates created the “Great Stay”—and how it’s reshaping both housing and labor.

  • 💰 What home-builder data from companies like Lennar actually reveals about 2025–2026 demand.

  • 📉 Why the Fed’s next move might depend more on housing than on inflation.

  • 👶 How demographic shifts (and aging millennials) will quietly reignite the market.

  • ⚖️ Why cautious optimism—not doom—is the smartest stance right now.

If you’ve been wondering whether the housing market will ever feel normal again… this one’s for you.
If you ever want to buy or sell a property anywhere in the world, our team would be honored to help get you to your next destination.
Until next time, stay curious, stay hungry, and as always… stay ALL IN!
Amit Bhuta
COMPASS
ALL IN Miami Group
Licensed Real Estate Agent
(305) 439-3031 Mobile
[email protected]
ALLinMiami.com

  continue reading

539 episodes

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